Insurance: call script and WhatsApp templates
Copy, then replace the words in [brackets] with your own details. Keep WhatsApp messages short and only message people who have agreed to hear from you.
Opening call script
Confirm the cover type and who is to be insured. Ask age, existing policies and sum insured needed, explain two or three suitable plans, and note any pre-existing condition or vehicle details needed for the quote.
WhatsApp message templates
Quote comparison
Premium payment link
Policy issued with document
Renewal reminder
Claim status update
Messages sent on the WhatsApp Business API outside a 24-hour chat need a template approved by Meta. Treat these as drafts to submit, not pre-approved templates.
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