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Featured

MsgBridge Verify

SMS, then WhatsApp, then a voice call — one API call, until the code lands.

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Solutions

OTP & User VerificationAlerts & NotificationsMarketing CampaignsCustomer SupportConversational Commerce

Industries

BFSI & FintechHealthcareInsuranceGovernment & Public Sector

Developers

DocumentationQuickstartSandbox & Test CredentialsSoonPostman CollectionSoon

Company

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Regulated

How insurance messages customers

01Real scenarios

Premium due reminder

A payment nudge naming the policy number, the amount, and a pay-now link.

Policy renewal

A notice ahead of expiry with the renewal document and a one-tap renew option.

Claim status update

A short, factual update on where a claim stands, without stating settlement amounts.

Welcome after purchase

Confirmation that a policy is active, with the policy document attached.

02Channel mix

MomentChannelWhy
Premium dueSMS and WhatsAppWhatsApp for the pay-now button; SMS covers policyholders without the app installed.
RenewalWhatsAppCarries the renewal document and a pay-now button in one message.
Claim statusSMSA short factual update that needs no login to read.
OnboardingWhatsAppDelivers the policy document and hands off to a support bot for questions.

03Sector compliance notes

Premium and renewal reminders are drafted as service messages tied to an existing policy number, not general marketing — that distinction decides which route they can run on.
Claim-status updates should avoid stating settlement amounts or medical or accident detail in the template — link out to a secure portal instead.
Cross-sell nudges, such as a top-up cover offer, count as promotional and need a DND-scrubbed route with consent on file, even for an existing policyholder.
Any URL sent inside a template — static or dynamic per policyholder — has to be declared as such at registration, or the template gets rejected.

04Template pack

Premium due

{{1}}, your premium of ₹{{2}} for policy {{3}} is due on {{4}}. Pay now: {{5}}

Renewal

Hi {{1}}, your policy {{2}} is up for renewal on {{3}}. Renew here: {{4}}

Claim status

Update on claim {{1}}: status changed to {{2}}. Details: {{3}}

Onboarding

Welcome {{1}}! Your policy {{2}} is now active. Download your policy document: {{3}}

05Integration notes

  • Policy administration systems
  • Claims management software
  • CRM and agent-distribution platforms
  • Payment gateways for premium collection

06Related solutions

Talk to us about insurance

We'll map your moments to the right channel mix.

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