Message templateSales
Insurance: WhatsApp and DM replies
24 WhatsApp and DM templates for first replies, premium and coverage questions, a three-step follow-up, policy delivery, renewals, claim updates, no-shows, and reactivation.
24 templates6 groups25 minOctober 15, 2026
- dm
- follow-up
- policy
- agency
These messages are for an insurance agency's WhatsApp Business and Instagram DM conversations. Each message should ask for one next step; ask for the details a quote needs, but never request an ID number, a full policy number, or health details by message, and never guess at a premium, an approval, or a claim outcome. In Turkey, kasko is optional comprehensive car insurance, DASK is compulsory earthquake insurance for buildings, and BES is the private pension plan.
First replies
First reply to a quote request
Hi {NAME}, this is {REP} from {AGENCY}. Thanks for writing about a {PRODUCT} quote. To prepare it, I need: {REQUIRED_DETAILS}. We use these details only for the quote; the privacy notice is here: {PRIVACY_LINK} You don't need to send your ID or policy number by message; if we need them, we'll use our secure channel: {SECURE_CHANNEL}.
3 templates more in this group for members.
23 templates more for members
This item has 24 templates in total. With a membership you see all of it and copy any line in one click.
- 02Premium and information questions6 templates
- 03Follow-ups4 templates
- 04Policy delivery, renewals, and claims4 templates
- 05No-shows and cancellations3 templates
- 06Reactivation3 templates
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The same item for other industries
This item has a separately written version for 31 other industries. If you work with them too, open their version.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Agencies and freelancers
- Personal brands and creators
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