Prevent accidental lapses
Begin follow-up weeks before expiry and continue through the renewal decision.
PingDaily · For insurance agents and advisors
WhatsApp reminders for insurance renewals and premiums
Follow up before policy expiry with personalised renewal dates, premium details and document requests from your business number.
No credit cardMeta-approved templatesWeb and Android
A
Ankit Sharma
WhatsApp Business
Motor policy renewal
Hi Ankit, your motor policy for GJ-01-AB-1234 expires on 28 Oct. Reply QUOTE to receive renewal options before coverage lapses.
10:24 ✓✓
QUOTE
10:31
Why businesses use it
A reliable follow-up process, without the daily chase
Personalise policy details
Include policy type, vehicle or member reference, expiry date, premium and next action.
Collect pending documents
Request KYC, proposal or claim documents and keep replies in the client thread.
How it works
From contact to scheduled reminder in minutes
Use your connected WhatsApp Business number, approved templates and PingDaily's scheduler to make routine communication repeatable.
- 1
Add the client and policy date
Save the WhatsApp contact and create a reminder around the policy expiry or premium due date.
- 2
Select an approved template
Choose renewal, premium, document or claim follow-up wording and fill the policy variables.
- 3
Manage the response
Use the shared inbox to send quotes, answer questions and complete the renewal workflow.
Common ways to use these WhatsApp reminders
Motor and health policy renewals
Premium due reminders
KYC and proposal documents
Claims-document follow-ups
Questions
Frequently asked questions
Can I schedule reminders before a policy expires?+
Yes. Create a multi-step sequence such as 30, 15, 7 and 1 day before the expiry date.
Can each message include policy-specific details?+
Yes. Template variables can carry the policy type, reference, expiry date, premium amount and quote link.
Can clients send KYC or claim documents in reply?+
Yes. Supported files sent in the WhatsApp conversation appear in the shared inbox.
Does PingDaily provide insurance advice or quotes?+
No. PingDaily automates reminders and communication. The licensed agent or insurer remains responsible for advice, pricing and policy servicing.
Explore related WhatsApp reminder workflows
Put your WhatsApp follow-ups on schedule
Start free, add your contacts and send your first approved reminder.