Everyday Insurance Services, Seamlessly Delivered.

Empower policyholders to manage their insurance needs end-to-end through WhatsApp.

Insurance Runs on Responsiveness, and Customers Expect it at the Speed of a Message.

The WhatsApp Self-Service Solution turns a familiar channel into a high-performance service platform that simplifies interactions, automates routine processes and connects every part of your insurance operation in real time.

Delivering convenience, efficiency and measurable ROI, it offers insurers a low-barrier entry point into true digital transformation.

Built on the WhatsApp for Business (WA4B) platform and integrated with responsive web forms, it enables insurers to manage critical transactions 24/7, delivering consistent, omni-channel service across every customer touchpoint.

Faster
Turnaround Times

with automated workflows and real-time updates

Lower
Cost-to-Serve

through self-service efficiency and reduced manual processing

Improved Customer Satisfaction

with instant, transparent communication

Secure, Compliant Engagement

through fully auditable, encrypted conversations

Immediate
ROI

with minimal setup, fast deployment & scalable integration

Connected by Design

Key Integration and Workflow Capabilities

This isn’t a chatbot. It’s an enterprise-grade solution that seamlessly extends your internal systems, syncing customer actions, validations and notifications across every channel.

Direct Policy Administration System integration
Real-time data synchronisation and updates
Automated task generation and email notifications
Secure document delivery and management
Comprehensive workflow automation
Multi-channel service delivery coordination

Intuitive Features. Seamless Service.

View Claims Status

Real-time claim tracking with detailed status updates, progress messages and a clear claim selection interface. Users can view comprehensive claim details and navigate between multiple claims with ease.

Confirmation of Cover

Instant access to confirmation letters with multiple options, including Cross Border Letters (with date range selection) and Motor or Property Letters. All documents are generated instantly and delivered as PDFs via WhatsApp.

Assistance Services

A simple two-choice interface gives customers quick access to assistance benefits. They can view brochures instantly (PDF delivery) or invite dependents via SMS, complete with secure WhatsApp registration links tied to mobile numbers.

Emergency Panic Button

A location-based emergency response feature that integrates WhatsApp location sharing and Google Maps for real-time positioning. Includes a 10-second countdown timer with cancel option and automatic routing to the nearest panic provider.

Please Call Me

Automated callback requests are logged directly into the C360 system, creating a new task and triggering instant email notifications to the assigned representative. Customers receive confirmation and menu navigation options within WhatsApp.

Flexible Opt-Out

Puts control back in the customer’s hands. Users can pause or unsubscribe at any time, with reason tracking and confirmation messages built in and the ability to re-register automatically for future engagement.

My Policies Portal

A secure web-based policy dashboard accessible via WhatsApp. Customers can view full policy details, download schedules, or lodge a claim directly. Documents are delivered as PDFs both through the portal and via WhatsApp for convenience.

Lodge Claims Interface

A complete digital claims submission workflow. Customers can select policy, date and risk item, categorise the nature of loss, attach documents, and submit - all fully integrated with the C360 platform for instant data capture and processing.

Direct Messaging

A flexible communication channel for unstructured customer inquiries. Messages are automatically classified and routed to the correct department through the C360 correspondence module, enabling secure two-way WhatsApp communication with staff.

From Message to Resolution: A Smarter Claims Journey

Start

Customers submit claim details and documents directly in WhatsApp.

Validate

Policy data and cover are verified instantly through C360 integration.

Create

A claim record and First Notice of Loss are automatically generated in your PAS.

Process

Tasks and supplier instructions are routed automatically to the right teams.

Resolve

Real-time updates and documentation keep customers informed from start to finish.

Conversations That Flow

Great service is about more than automation; it’s about meaningful interactions that feel effortless.

When clients send unstructured or open-ended messages, the system intelligently processes, classifies and routes them to the appropriate department, keeping the full context of the conversation intact.

Intelligent Message Management

Emergency Response at the Touch of a Button

When seconds matter, the WhatsApp Self-Service Solution becomes an instant lifeline.

The Emergency Panic Button feature combines real-time location sharing, escalation logic and direct professional dispatch, ensuring help is only one tap away.

Technology That Moves With You

Security and Trust

• Multi-factor verification: mobile, ID and OTP
• Encrypted communication and secure document exchange
• Policy and user validation before every transaction

Automation and Workflow Intelligence

• Trigger-based notifications via WhatsApp, SMS and email
• Automated generation of confirmation and cross-border letters
• Event-driven updates to keep every system aligned

Platform Integration

• Direct C360 Policy Administration System integration
• Real-time synchronisation and task automation
• Secure document management and audit trails
• Workflow orchestration across all service channels

Session Continuity

• 24-hour active session with intelligent restart logic
• Seamless user handover between devices without data loss

Scalable across personal and commercial lines, the WhatsApp Self-Service Solution grows with your business, adapting to new products, languages and regions with ease.

Tap Into the Next Chapter of Customer Engagement

See how the WhatsApp Self-Service Solution simplifies complexity, accelerates service and connects your customers instantly.

Request a Demo

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What best describes your current transformation challenge?

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Need to integrate or replace manual, admin-heavy processes Current systems can’t keep up with growth Expanding into new regions or service lines Ready to invest in platforms that scale without costly rebuilds

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