Insurance
Keep policyholders in the loop at every step.
Insurance runs on moments that matter: a premium due, a claim lodged, a policy up for renewal. Miss the message and you risk a lapse or a frustrated member. TouchBasePro keeps policyholders informed across email, SMS and WhatsApp, with consent and records handled the way a regulated business needs.
The messaging job
Insurers send steady, scheduled communication and sudden, event-driven updates in equal measure. Renewal reminders and statements on one side, claims progress and verification on the other. We run both from one platform, with the delivery records and opt-out handling that compliance teams expect.
Channels
What to send, and where it lands.
Policies, renewals and statements
Send policy documents, renewal notices and statements through the transactional API, and run member campaigns from the same platform with proper segmentation.
- Policy documents and schedules via the transactional API
- Renewal and premium-due reminders on schedule
- Segmented campaigns for cross-sell and member education
- Consent, suppression and unsubscribe handling built in
SMS
Time-sensitive reminders and PINs
A premium-due reminder or a claims-verification PIN reaches a member fastest on SMS. It lands on any handset and gets read within minutes.
- Premium-due and lapse-warning reminders
- One-time PINs (OTPs) for claims and account verification
- Short status updates on an open claim
- Delivered over premium, direct African routes
Claims and servicing in a thread
Claims are the moment a policyholder judges you. WhatsApp Business API lets a member track a claim, send a photo of the damage and ask a question in one conversation.
- Meta-verified sender with approved templates
- Claims progress updates with documents and images
- Members can submit photos and papers in-thread
- Two-way servicing for policy and cover questions
Also available for insurance
In practice
What that looks like.
Illustrative examples of how a team in this sector can put the channels together.
A short-term insurer can send a renewal reminder by email, then a final premium-due SMS before a policy lapses.
A medical scheme can let a member lodge a claim on WhatsApp, upload the documents in-thread and get status updates in the same conversation.
A life insurer can verify a claimant with a one-time PIN by SMS before releasing sensitive information.
Why TouchBasePro
Built for insurance.
Records for compliance
Delivery webhooks report every message state, giving you a trail of what was sent and whether it arrived.
Consent handled properly
POPIA and GDPR-aligned consent capture, suppression and opt-out handling across every channel.
Better claims experience
WhatsApp turns a claim into a single thread where members can send documents and track progress.
Reaches every member
Email, SMS, WhatsApp and voice on one platform, so no policyholder misses a renewal because of their channel.
Questions, answered.
Can members submit claim documents through messaging?
Yes. WhatsApp supports images and documents, so a policyholder can send photos of damage or paperwork in the same thread as their claim updates.
How do you help prevent policy lapses?
Schedule renewal and premium-due reminders by email and SMS so members get a timely nudge before cover lapses.
Do you support verification for claims?
Yes. One-time PINs (OTPs) over SMS and voice let you verify a member before sharing sensitive policy or claims information.
Is consent and opt-out handled?
POPIA and GDPR-aligned consent, suppression lists and unsubscribe handling are built into the platform across all channels.
See it working for insurance.
30 minutes, your use case, no slideware.