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Register NowQualify loan leads, auto-assign agents, and broadcast policy renewal templates.
Streamline your financial services on WhatsApp. Use Flow Builder to ask prospects for their loan requirements or insurance needs, evaluate criteria using Condition Branches, and assign qualified leads to specific branch managers. Keep track of every deal on the Kanban Pipeline and automate EMI or renewal reminders.
Pre-configured Flow Builder paths, Meta-approved templates, and AI inbox tools — all built for Finance & Insurance.
Trigger a flow for new leads. Ask for income bracket or loan amount using the Ask Question node. Use Condition Branching to filter out unqualified leads and only route high-intent prospects to agents.
Ensure fair and instant lead distribution among your financial advisors using the CRM Action node's Auto-Assign Round Robin feature.
When a lead status changes to "Renewal Due", automatically trigger a Meta-approved utility template with the exact premium amount and due date variables mapped.
Move clients visually through stages like "Document Collection", "Verification", and "Disbursed" using the drag-and-drop Kanban board.
Real ROI from switching to the official WhatsApp Business API.
Capture email addresses and phone numbers reliably with the Ask Question node's built-in validation before updating the CRM.
Assign agents to specific branches. Branch Managers can monitor the pipelines and analytics for their specific teams in real-time.
Never miss a callback. The Follow-ups dashboard highlights overdue and upcoming tasks for every agent.
Message Open Rate
Faster response time
Higher conversion rate
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