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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.

A shield, gold coins, a piggy bank and a rising chart
  • 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.

  1. LeadsThe lead is assignedFrom an ad, a referral or a partner, to the right agent with a due follow-up.
  2. WhatsAppDetails in a WhatsApp formThe applicant fills a short form inside the chat; answers land on the lead.
  3. VoiceThe agent callsRecorded, logged and visible to the manager on the lead's timeline.
  4. PaymentsThe premium is paidAn invoice with a pay link, or a recorded bank transfer, matched to the customer.
  5. SubscriptionsThe renewal is rememberedRenewals are invoiced and reminded before they expire.

 

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.

Your businessMarketing template

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.

Trusted by 25,000+ businesses, lenders and insurers among them.

Businesses on RapBooster
25,000+
Building since
201214+ years
Meta
Business PartnerOfficial WhatsApp API
  • Acko
  • Bharat Gas
  • Maruti Suzuki
  • Mahindra Lifespaces
  • Renault
  • Honda
  • Mercedes-Benz
  • Titan Eye+
  • John Deere
  • Amity University
  • Fortis
  • Cafe Buddy
  • Radisson Blu
  • Servotech
  • 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

Read reviewsCustomer stories

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.

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.