Insurance Agencies & Brokers
A policy lapses because nobody called. A quote goes out and is never followed up. And every claim question arrives at once, on a personal number, while you are with another client.
The enquiry becomes a quote you can track
A deal with a value, an owner and a stage, rather than a note in a diary.
Follow-up is scheduled at the point of quoting
Set the date when you send the quote. The reminder emails whoever owns it when it falls due.
Renewals go out by segment
Tag by renewal month and message that group with an approved template, rather than the whole book.
Claims questions land in a shared inbox
Anyone in the office can pick one up, with the client’s history already visible.
Renewal reminders by tag
Segment by renewal month and broadcast to that segment. Nobody gets a message about a policy they do not hold.
Quotes as a pipeline
See how many quotes are sitting unanswered, which is the number that predicts next month.
Follow-up reminders
An email to the owner when a quote passes its date, so chasing is not a memory exercise.
Client history in one place
Notes and past conversations on the contact, so whoever answers is not starting cold.
Shared inbox
Claims and service questions reach the agency rather than one agent’s phone.
Deal values in 100 currencies
Premiums tracked in the currency you write them in.
Yes, with an approved template. A renewal notice about a policy the customer already holds is a utility message — the cheaper category — provided it is about their policy and not a pitch for another product.
Not with a ready-made connector. Automations can post to a webhook you control, which is how most agencies bridge it, but that is something you set up rather than switch on.
No. PingPlug does not process payments at all. Invoices record what is owed and what has been paid; the money moves however it already does for you.
Media can be sent in a conversation. Be careful with anything containing personal data, and never ask for card or bank details in a message — Meta rejects templates that request sensitive information, and customers are rightly trained to distrust it.
Free plan, 100 contacts, no card. Connect WhatsApp and send a real message before you decide.
Start freeOther industries: Restaurants & Food Delivery · Real Estate · Salons & Spas · Clinics & Dental · E-commerce · Gyms & Fitness Studios · Education, Tutoring & Coaching · Travel Agencies & Tour Operators · Car Dealers & Service Workshops · Plumbers, Electricians & Home Services · Hotels & Guest Houses · Law Firms & Legal Services · Logistics & Courier Services · Event Planners & Wedding Services · Recruitment & Staffing Agencies · Wholesale & Distribution