Scheduled & recurring broadcasts + A/B tests
Repeating renewal and EMI reminders from a contact date field.
Finance, insurance & lending
WhatsApp for insurance, lending and financial services
Renewals, EMIs and document checklists are routine messages customers actually want. MeAPI sends them on time from your verified business number, qualifies new leads and gives advisors a Separate Inbox for Each Number.
Sound familiar?
- Missed policy renewals and EMI dates
- Leads lost between the call centre and advisors
- Documents requested again and again
How MeAPI helps
Sales pipeline (Kanban CRM)
Lead → Documents → Under review → Issued / Disbursed, per advisor.
Developer API
Reminders and OTPs from your own systems through the REST API.
Separate Inbox for Each Number
Separate Inbox for Each Number for your advisors, with notes and assignment.
Ready-made chatbots for finance, insurance & lending
In the API Panel under Automation → Templates: pick your industry, preview the conversation, fill in a short form and publish. English, Hindi and Gujarati.
Insurance agent
Lead capture & qualification · Payment reminder & collection · FAQ + talk to a person
Loans / DSA
Lead capture & qualification · FAQ + talk to a person · Payment reminder & collection
CA / tax / mutual funds
Lead capture & qualification · Appointment / visit booking · Payment reminder & collection
How to start from a template → · All chatbot templates
A typical flow
Lead from a website form (incoming webhook)
Bot asks product and city
Advisor assigned round-robin
Document checklist sent
Example messages
Templates written to Meta’s rules. {{1}}, {{2}} … are filled per customer.
Hi {{1}}, your policy {{2}} is due for renewal on {{3}}. Renew here: {{4}} or reply HELP to talk to your advisor.
{{1}} is your verification code. For your security, do not share this code.
Questions
Can I send OTPs on WhatsApp?
Yes, with an authentication template in Meta’s preset format, from the panel or through the REST API.
Are there restrictions for financial services?
Meta’s WhatsApp Business and Commerce policies limit some financial products and promotional content. Keep to service messages customers expect — renewals, EMIs, documents — and check Meta’s policies for your product.
Can each advisor see only their own leads?
In the sales pipeline, agents see only deals they own unless their role includes “See every deal”; Admins and Managers see all.
Other industries
E-commerce & D2C · Clinics & healthcare · Salons, spas & beauty · Schools, coaching & edtech · Real estate · Restaurants & cloud kitchens · All industries
Try MeAPI for finance, insurance & lending
Every plan includes every feature, with no mark-up on Meta’s message charges. Set up in about ten minutes.