IndustriesFinance & Insurance
Applications finished, renewals on time.
Collect details in WhatsApp forms, give every agent a pipeline with follow-ups, and remind customers of renewals and instalments before they lapse.
A 14-day free trial on every plan. No card needed.

- 25,000+ businesses since 2012
- 9 apps for lenders and insurers
- 14 days free, no card
Faster applications, renewals on time.
What slows lenders and insurers down, and what fixes it.
Long forms, half finished
Applicants leave a long web form halfway and never come back.
Fixed by
Renewals lapse
A policy or plan lapses because the reminder never reached the customer.
Fixed by
Agents in notebooks
Field agents track leads on paper, so nobody sees the pipeline or the calls.
Fixed by
The workflow
One enquiry, start to finish.
Scroll through it: each step hands over to the next on its own, and every one of them is on the same record.
- 1LeadsThe lead is assignedFrom an ad, a referral or a partner, to the right agent with a due follow-up.
- 2WhatsAppDetails in a WhatsApp formThe applicant fills a short form inside the chat; answers land on the lead.
- 3VoiceThe agent callsRecorded, logged and visible to the manager on the lead's timeline.
- 4PaymentsThe premium is paidAn invoice with a pay link, or a recorded bank transfer, matched to the customer.
- 5SubscriptionsThe renewal is rememberedRenewals are invoiced and reminded before they expire.
The apps
The apps lenders and insurers run on.
Start with the first two or three and switch on the rest when you need them. They all share the same customers, team and catalogue.
- Sales & CRMLeadsYour customers and prospects, and everything about them.
- MarketingWhatsAppThe official API and your linked numbers, in one team inbox.
- MarketingVoiceCalls, recordings and the call log.
- MarketingEmailEmail campaigns from your own sending account.
- Sales & CRMSubscriptionsLicence keys and SaaS subscriptions.
- Sales & CRMSalesQuote, invoice and get paid.
- Sales & CRMPaymentsEvery payment, in and out.
- Sales & CRMPerformanceTargets, incentives, day-end reports and leaderboards.
- WorkspaceAuditAudit rules, review tasks and findings.
Every plan includes Tasks, Team and Rappy. Switch on the other apps when you need them.
Message ideas
Messages your customers will actually read.
Templates lenders and insurers send on WhatsApp. Copy one, change the words, send it for approval and schedule it.
Hi 1, thanks for your interest in 2. Answer 3 quick questions in this chat to check your eligibility. It takes under a minute. Start?
Numbered fields are filled per person. Marketing templates need Meta approval and the person’s opt-in.
Rather have it done for you?
Our own team builds websites, stores and apps, makes creatives and videos, and runs social media and ads, on fixed packages or a quote.
PopularOnline adsGoogle, YouTube, Meta, LinkedIn and ChatGPT ads, run by people who read the numbers.
Website DesignFast, good-looking websites on custom code, Shopify or WordPress, built to convert.
E-commerce DevelopmentOnline stores with optional Android and iOS apps. Pick the combo you need.
App DevelopmentAndroid, iOS, web and desktop apps. You own 100% of the code.
Graphic DesignLogos, brand kits and scroll-stopping social creatives, with the ideas included.
Video ProductionReels, promos and ads: scripted, voiced and edited for social.
Social Media ManagementIdeas, posts, captions, replies and trend-jacking, fully handled.- Not sure what you need?Book a free business consultation and we will suggest a plan.
Trusted by 25,000+ businesses, lenders and insurers among them.
- Businesses on RapBooster
- 25,000+
- Building since
- 201214+ years
- Meta
- Business PartnerOfficial WhatsApp API
Special thanks to Mr "Shubham Agarwal" for being so helpful and supportive. Really appreciate the quick response and excellent service. Keep up the great work!
arvizon global
I've used RapBooster for about two and a half years to message teachers across Delhi. It's simple, always available, and it has widened my reach.
Deepak SehrawatDistrict President, North West B, Loktantrik Adhyapak Manch (Delhi teachers' association)
We've been connected with the RapBooster team for over 12 years.
Spandan VaidyaAsia Packaging
FAQ
Finance & Insurance, answered.
Can we collect application details on WhatsApp?
Yes. WhatsApp Forms work like native in-chat screens, so completion rates are much higher than long web forms.
Are OTP and authentication messages supported?
Yes, through authentication templates on the official API.
Read before you start.
- Growth PlaybooksEvent Marketing: Registrations, Reminders & Follow-UpsEvent marketing playbook for conferences, expos, workshops and webinars: promotion, WhatsApp registration, reminders, check-in and follow-up.
- GuidesInsurance & Finance Lead Nurturing With CRM + WhatsAppHow insurance advisors, DSAs, NBFCs and wealth firms capture, qualify and nurture leads with CRM and WhatsApp, with renewal and compliance tips.
- Growth PlaybooksWhatsApp for Healthcare: Reminders, Reports & ComplianceHow clinics, labs and hospitals use WhatsApp for booking, reminders, reports, follow-ups and payments, with privacy and compliance guardrails.
Other industries and teams.
The same platform, set up for how each one sells.
Real Estate
Travel
Automobile
Education
Healthcare
E-commerce & D2C
Retail
Restaurants
Agencies
Political Campaigns
Events
- Sales teamsA shared pipeline, recorded calls, quotes to invoices and targets with a live leaderboard.
- Marketing teamsCampaigns on WhatsApp, email and Messages, drip sequences and leads from your ads.
- Support teamsTickets from WhatsApp chats, one shared queue, and every past conversation on the customer.
- AgenciesPipelines and campaigns for clients, projects with due dates, retainers billed on time.
Your Finance & Insurance workspace, open today.
Every plan has a 14-day free trial and no card is needed. Pick a plan when your team is using it.
Questions first? Chat with us on WhatsApp