Customers and leads
Use IndSure on WhatsApp
Send a policy PDF in WhatsApp and get the report back in the same chat.
Send a customer's health policy PDF to the IndSure WhatsApp number and the report comes back in the same chat. You can also ask about a report, get a message to share with your customer, and see your renewals, without opening the portal.
Open Settings and find the WhatsApp box. It has three steps, and each one opens after the one before it.
Step 1: Save our contact
- Press Save contact. Your phone opens a new contact with our name and number filled in.
- Press Save on your phone. Our chat now shows our name instead of a number, so you can find it easily.
Step 2: Connect your number
- Type the WhatsApp number you use for work and press Get my code.
- Press Open WhatsApp with this message. WhatsApp opens with a message that starts with LINK, followed by your code.
- Send that message from the same number you typed in.
- Back in Settings, press I've sent it, check again. Your number now shows as Connected.
Step 3: Send your first policy
- Press Open the chat, or open our chat in WhatsApp yourself.
- Send or forward the customer's health policy PDF.
- The report comes back in about a minute. Longer policies take a little more time.
Each new policy you send uses one policy check, the same as uploading it in the portal. See Plans and policy checks.
What you can type
- HELP: what it does most. Type MORE for the full list.
- SHARE: a message for your customer that you can forward.
- RENEWALS or FOLLOW UPS: who to call next.
- A question about the last report, like room rent? or co-pay?
- HINDI, HINGLISH or ENGLISH: the language it replies in.
Disconnect
In the WhatsApp box in Settings, press Disconnect. That WhatsApp number is no longer connected to your account. You can connect again at any time.