WhatsApp for finance and insurance
Reminders that are read on time get paid on time. Send EMI, premium and renewal reminders on WhatsApp, collect documents on chat and keep every client conversation organised.
SecureLife Advisors
Example message
Hi Mr. Verma, your health policy renews on 12 Nov. Premium: ₹18,450. Reply PAY for the payment link or CALL for a callback.
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How advisors and lenders use WOZTO
Payment reminders
Repeating monthly reminders for EMIs, SIPs and premiums.
Renewal alerts
Schedule renewal reminders weeks before a policy expires.
Document collection
Clients send KYC documents on chat; label the chat until everything is in.
Follow-up reminders
Never forget a callback: set a reminder on the chat.
Get started in 3 steps
- 1
Connect your number
Link the WhatsApp number your clients already use with a QR scan.
- 2
Import your contacts
Upload your customer list from Excel or CSV, or paste numbers.
- 3
Automate and send
Set up reminders, auto replies and campaigns, and reply from the team inbox.
Frequently asked questions
Can reminders repeat every month?+
Yes. Repeating scheduled messages go out every day, week or month automatically.
Is client data safe?+
Data is stored on secured servers and only your account and team can see it. Avoid asking for passwords or OTPs on chat.
Try WOZTO with your own number
Create your account, connect WhatsApp with a QR scan and send your first message today.
Start free trial