Insurance Renewal Reminder Software - WhatsApp + SMS + Voice

Different clients respond to different channels. The most effective renewal strategy combines all three.

WhatsApp as Primary Channel

85%+ of Indian insurance clients are on WhatsApp. Agenex sends renewal reminders via the official WhatsApp Business API.

SMS Fallback

For the 10-15% who don't use WhatsApp regularly, DLT-registered SMS templates handle the cadence.

Try Agenex Free

Every Agenex feature is included on a free trial — no credit card required.

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Voice for High-Value Cases

Premium clients (Rs.50K+ annual premium) and high-risk renewals trigger a voice call task on the agent's daily app.

The Right Time to Send

Best send times in India: 10:30am-12:30pm, 4:00pm-7:00pm. Avoid 2-4pm and 9pm+.

FAQ

WhatsApp first - 8x SMS conversion rate.

Yes - DLT registration handled at onboarding.

Yes - defaults are optimised; you can override.

Supported but less effective for Indian clients.

WhatsApp is free up to plan limits; SMS billed at standard rates.

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