WhatsApp Templates

22 Best WhatsApp templates for Insurance Agents


WhatsApp Templates

22 Best WhatsApp templates for Insurance Agents


Insurance goes beyond the endless cold calls, roadshows, and upsells. It’s also about creating a relationship and maintaining consistent communication with your clients. 

In fact, research shows that 81% of clients leave an insurance agent because of the lack of regular and meaningful communication. 

This is where chat marketing comes in. You can easily send messages to your clients through their preferred messaging channels and follow up with them regularly. 

However, while sending messages to your customers can help improve engagement, having to manually send individual messages can be extremely time-consuming. 

This is why you need message templates to help speed up the process and cut down on manual work. Furthermore, you don’t have to reinvent the wheel for every conversation with a customer! 

Let’s take a look at the best insurance WhatsApp templates so you can send more messages in less time. 👇

P.S. These templates aren’t just for WhatsApp — they can be used as SMS templates, for Telegram, Messenger, etc. Feel free to adjust the templates according to your needs.

Insurance goes beyond the endless cold calls, roadshows, and upsells. It’s also about creating a relationship and maintaining consistent communication with your clients. 

In fact, research shows that 81% of clients leave an insurance agent because of the lack of regular and meaningful communication. 

This is where chat marketing comes in. You can easily send messages to your clients through their preferred messaging channels and follow up with them regularly. 

However, while sending messages to your customers can help improve engagement, having to manually send individual messages can be extremely time-consuming. 

This is why you need message templates to help speed up the process and cut down on manual work. Furthermore, you don’t have to reinvent the wheel for every conversation with a customer! 

Let’s take a look at the best insurance WhatsApp templates so you can send more messages in less time. 👇

P.S. These templates aren’t just for WhatsApp — they can be used as SMS templates, for Telegram, Messenger, etc. Feel free to adjust the templates according to your needs.

22 Best Insurance WhatsApp templates

WhatsApp templates for Introductions

Leaving a good first impression on your client can greatly affect whether or not they decide to engage you as their insurance agent. After all, giving them a warm welcome can make them feel more comfortable with you. 

Here’s a template you can use:

Use this insurance WhatsApp template to send introductory messages.

WhatsApp templates for Appointment Reminders

No-shows are inevitable but definitely avoidable. Take this chance to send a message to your clients to remind them about their upcoming appointments to reduce no-show rates. 

Here are some templates you can use:

Use this insurance WhatsApp template to send reminder messages.
Use this insurance WhatsApp template to send reminder messages.

WhatsApp templates for Follow-Ups

Following up with your client is a must-do for every insurance agent. Amidst your clients’ busy schedules, not everyone will stay up-to-date with their policies or have time to arrange a one-on-one with you. This is why sending these reminder messages can help keep your clients on track. 

Here are some templates you can use:

Use this insurance WhatsApp template to send follow-up messages.
Use this insurance WhatsApp template to send follow-up messages.
Use this insurance WhatsApp template to send follow-up messages.
Use this insurance WhatsApp template to send follow-up messages.
Use this insurance WhatsApp template to send follow-up messages.

WhatsApp templates for Birthday Wishes

Remember how maintaining a relationship with your client is important? Well, sending them a message to wish them well on their birthday shows your client that you value them and remember them amidst your sea of other clients.

Here’s a template you can use:

Use this insurance WhatsApp template to send birthday messages.

WhatsApp templates for Promotions

Sending promotional messages via chat messaging helps to catch your clients’ attention. Furthermore, 82% of people open every text message they receive, which means they’ll be more likely to read your messages and check out your promotions instead of ignoring them entirely. 

Here are some templates you can use:

Use this insurance WhatsApp template to send promotional messages.
Use this insurance WhatsApp template to send promotional messages.
Use this insurance WhatsApp template to send promotional messages.
Use this insurance WhatsApp template to send promotional messages.

WhatsApp templates for Policy Changes

Though rare, there are times when policy requirements or terms have changed. Whether this affects your client because they already have the plan or are planning to get one, it’s always good to send them a message to give them a heads up. 

Here’s a template you can use:

Use this insurance WhatsApp template to send policy changes messages.

WhatsApp templates for Policy Updates

Sending a simple Policy Update message can go a long way when it comes to updating your clients about their policy statuses. After all, they might have to pay lump sums or monthly payments which require a great sum of money. You can also take this chance to inform them that they have a platform to easily contact you. 

Here are some templates you can use:

Use this insurance WhatsApp template to send policy update messages.
Use this insurance WhatsApp template to send policy update messages.
Use this insurance WhatsApp template to send policy update messages.
Use this insurance WhatsApp template to send policy update messages.

WhatsApp templates for Account Updates

If your insurance company requires clients to create accounts on your website, chances are they’ll make changes to their accounts, such as editing their username or email address. Hence, send them messages to help them keep track of the changes made. 

Here’s a template you can use:

Use this insurance WhatsApp template to send account update messages.

WhatsApp templates for Alerts

You can send Alert message notifications to your clients to update them about certain information such as mailing changes, agent updates, and more.

Here’s a template you can use:

Use this insurance WhatsApp template to send alert messages.

WhatsApp templates for Payment Reminders

It’s important to send Payment Reminders to your clients to ensure that they are able to pay for their premiums. Once again, they could be making lump-sum payments which can cost quite a bit. Thus, notifying them in advance allows them to make timely payments.

Here are some templates you can use:

Use this insurance WhatsApp template to send payment reminder messages.
Use this insurance WhatsApp template to send payment reminder messages.

22 Best Insurance WhatsApp templates

WhatsApp templates for Introductions

Leaving a good first impression on your client can greatly affect whether or not they decide to engage you as their insurance agent. After all, giving them a warm welcome can make them feel more comfortable with you. 

Here’s a template you can use:

Use this insurance WhatsApp template to send introductory messages.

WhatsApp templates for Appointment Reminders

No-shows are inevitable but definitely avoidable. Take this chance to send a message to your clients to remind them about their upcoming appointments to reduce no-show rates. 

Here are some templates you can use:

Use this insurance WhatsApp template to send reminder messages.
Use this insurance WhatsApp template to send reminder messages.

WhatsApp templates for Follow-Ups

Following up with your client is a must-do for every insurance agent. Amidst your clients’ busy schedules, not everyone will stay up-to-date with their policies or have time to arrange a one-on-one with you. This is why sending these reminder messages can help keep your clients on track. 

Here are some templates you can use:

Use this insurance WhatsApp template to send follow-up messages.
Use this insurance WhatsApp template to send follow-up messages.
Use this insurance WhatsApp template to send follow-up messages.
Use this insurance WhatsApp template to send follow-up messages.
Use this insurance WhatsApp template to send follow-up messages.

WhatsApp templates for Birthday Wishes

Remember how maintaining a relationship with your client is important? Well, sending them a message to wish them well on their birthday shows your client that you value them and remember them amidst your sea of other clients.

Here’s a template you can use:

Use this insurance WhatsApp template to send birthday messages.

WhatsApp templates for Promotions

Sending promotional messages via chat messaging helps to catch your clients’ attention. Furthermore, 82% of people open every text message they receive, which means they’ll be more likely to read your messages and check out your promotions instead of ignoring them entirely. 

Here are some templates you can use:

Use this insurance WhatsApp template to send promotional messages.
Use this insurance WhatsApp template to send promotional messages.
Use this insurance WhatsApp template to send promotional messages.
Use this insurance WhatsApp template to send promotional messages.

WhatsApp templates for Policy Changes

Though rare, there are times when policy requirements or terms have changed. Whether this affects your client because they already have the plan or are planning to get one, it’s always good send them a message to give them a heads up. 

Here’s a template you can use:

Use this insurance WhatsApp template to send policy changes messages.

WhatsApp templates for Policy Updates

Sending a simple Policy Update message can go a long way when it comes to updating your clients about their policy statuses. After all, they might have to pay lump sums or monthly payments which require a great sum of money. You can also take this chance to inform them that they have a platform to easily contact you. 

Here are some templates you can use:

Use this insurance WhatsApp template to send policy update messages.
Use this insurance WhatsApp template to send policy update messages.
Use this insurance WhatsApp template to send policy update messages.
Use this insurance WhatsApp template to send policy update messages.

WhatsApp templates for Account Updates

If your insurance company requires clients to create accounts on your website, chances are they’ll make changes to their accounts, such as editing their username or email address. Hence, send them messages to help them keep track of the changes made. 

Here’s a template you can use:

Use this insurance WhatsApp template to send account update messages.

WhatsApp templates for Alerts

You can send Alert message notifications to your clients to update them about certain information such as mailing changes, agent updates, and more.

Here’s a template you can use:

Use this insurance WhatsApp template to send alert messages.

WhatsApp templates for Payment Reminders

It’s important to send Payment Reminders to your clients to ensure that they are able to pay for their premiums. Once again, they could be making lump-sum payments which can cost quite a bit. Thus, notifying them in advance allows them to make timely payments.

Here are some templates you can use:

Use this insurance WhatsApp template to send payment reminder messages.
Use this insurance WhatsApp template to send payment reminder messages.

Want more templates?

And that’s our list of insurance WhatsApp templates!

Want more templates for different industries and use cases? We have over 100+ message templates over at our Message Template Library

Want more templates?

And that’s our list of insurance WhatsApp templates!

Want more templates for different industries and use cases? We have over 100+ message templates over at our Message Template Library