WhatsApp for insurance, lending, and advisory teams
Qualify leads, chase documents, and send renewal reminders without a call centre.
Financial products are sold through follow-up, and follow-up is where most teams lose deals. Karyagrah keeps every applicant moving — collecting documents, answering questions, and reminding customers before a policy or EMI is due — with a full record of who said what.
Lead qualification
Ask qualifying questions automatically before an advisor picks up the conversation.
Document collection
Receive KYC documents and photos directly in the chat thread.
Renewal reminders
Remind customers before a policy or premium is due.
EMI and payment alerts
Send due-date reminders and confirmations automatically.
Advisor assignment
Route each customer to the advisor who owns the relationship.
Conversation audit trail
Keep a searchable record of every customer interaction.
Frequently asked questions
Can customers send us documents on WhatsApp?
Yes. Images and PDFs sent by a customer arrive in the conversation and stay attached to their record.
Can we control which staff see which customers?
Yes. Access is set per role and per branch, so an advisor only sees the customers assigned to them.
Is there a record of what was communicated?
Yes. Every message is stored against the contact and can be reviewed later.