The growth platform for insurance agents
Renewal dates slip past, new leads want answers instantly, and policy documents get lost in chat history. Yuktar keeps every policyholder relationship organised and every renewal on time.
Why insurance agents choose Yuktar
Most insurance stacks are duct tape: a sender tool, a spreadsheet CRM, an email service that doesn't know what WhatsApp said. Yuktar replaces the stack — capture, outreach, automation, inbox and pipeline in one product your whole team works from.
In practice: a health policy nears expiry — Yuktar reminds the client at 30, 15 and 3 days with a payment link, and alerts you if they haven’t renewed. That entire flow is configuration, not code.
Three problems every insurance business recognises
Renewals missed, commissions lost
Every lapsed policy is lost renewal commission and an opening for a competitor. Tracking renewal dates in Excel guarantees some slip through every month.
Leads compare and disappear
Prospects request quotes from three agents at once. The one who responds fastest and follows up consistently wins — speed is the whole game.
Documents scattered everywhere
Policy PDFs, claim forms and KYC documents travel over personal chats and email. Retrieving them during a claim is slow exactly when the client is most anxious.
Your first week with Yuktar
- 1
Day 1 — channels connected
Official WhatsApp Business API number set up, email and SMS connected, team invited to the shared inbox.
- 2
Day 2 — contacts & pipeline
Import your book, tag it the way insurance thinks, and shape pipeline stages around how you actually sell.
- 3
Day 3 — the obvious automations
Instant replies to new enquiries, a chatbot for FAQs, and your highest-impact play: automate renewal reminders 30, 15 and 3 days before policy expiry.
- 4
Day 7 — measure and expand
Delivery, replies and pipeline movement reviewed; add campaigns where the numbers point.
WhatsApp messages insurance agents can copy today
Copy, adapt the variables, and submit as WhatsApp templates — each maps to a real workflow below.
Renewal reminder (30 days)
Hello {{name}}, your {{policy}} policy #{{number}} is due for renewal on {{date}} (premium ₹{{amount}}). Renew in one tap: {{link}}. Want me to review if the cover still fits before you pay? Reply REVIEW.
Quote follow-up
Hi {{name}}, sharing the {{policy}} comparison you asked for — {{insurer1}} vs {{insurer2}}, both for ₹{{cover}} cover. Key difference is in {{feature}}. 10 minutes on a call and I can help you pick — today {{time}} work?
Claim support check-in
{{name}}, update on claim #{{claim}}: documents received and under review — typical turnaround is {{days}} days. I'm tracking it personally. Anything you need meanwhile, just reply here.
One platform, the whole revenue motion
Lead capture
Webhooks, forms and integrations feed every enquiry straight into the pipeline.
WhatsApp Business API
Broadcasts, chatbots and a shared team inbox on your official number.
Email + SMS included
Campaigns and blasts on the same contacts, tracked in the same inbox.
Pipeline & automation
Visual stages, lead scoring, drips and workflows — on every plan, including free.
30/15/3
day automated renewal reminder ladder
0 lost
documents — every PDF stays on the contact
Popular with insurance agents
- Automate renewal reminders 30, 15 and 3 days before policy expiry
- Reply to quote requests instantly with a WhatsApp chatbot that collects details
- Send policy documents and receipts as PDFs in chat, retrievable anytime
- Track prospects by policy type and stage on a visual pipeline
- Cross-sell to existing policyholders with segmented campaigns
Frequently asked questions
Can Yuktar remind clients before policy renewal automatically?
Yes. Store the renewal date on the contact and a sequence sends reminders at 30, 15 and 3 days with the premium amount and a payment link — and flags non-responders for a personal call.
Can I organise clients by policy type?
Yes. Tag contacts by product — health, term, motor, investment — and segment campaigns accordingly, so a motor-insurance client gets a motor renewal message, not a generic blast.
Is WhatsApp compliant for insurance communication?
Yuktar uses the official WhatsApp Business API with opt-in management and approved templates, which supports transactional and service communication in line with platform policy. Check your insurer/IRDAI guidelines for content specifics.
Do I need technical skills to set this up for my insurance business?
No — onboarding is point-and-click end to end, and webhook lead capture ships with copy-paste instructions for common form tools.
How does pricing work?
A genuine free forever plan covers the inbox, pipeline and core messaging. Paid plans start at ₹499/month — transparent INR pricing, cancel anytime.
Ready to grow your insurance business?
The whole revenue motion, one platform. Free forever plan — no credit card.
Get Started — It’s FreeNo credit card · Free forever · Cancel anytime