Automate WhatsApp & Instagram for Your Insurance Agent with ZapUp
Policy renewals slip through WhatsApp chats and claim paperwork gets chased over ten calls each time.
Quick answer
ZapUp sends renewal-due reminders before policies lapse, shares claim document checklists so nothing is missing at the counter, and messages side-by-side quote comparisons customers ask for on WhatsApp and Instagram — the agent still explains coverage and finalises every recommendation, ZapUp only handles reminders, documents and comparisons.
Watch it handle a real conversation
The demo on the right is the exact kind of exchange your insurance agent gets every day — answered, qualified, and booked without you touching the phone.
Your Business
online · AI agent
Today, 2:04 AM
Renewal quoted & paid — no branch visit
The messages your customers actually send
Every one of these gets answered in seconds — accurately, in your voice, at any hour:
The four automations that do the work
Renewal Reminder Sequence
Tracks each policy's renewal date and sends automatic WhatsApp reminders before it lapses, with a follow-up nudge if unanswered.
Claim Document Checklist
Sends the exact document list needed for a claim type and lets customers upload photos directly on WhatsApp before submission.
Quote Comparison Request
Collects age, sum insured and cover type upfront, then sends a side-by-side comparison across insurers for the customer to review.
Premium Payment Link
Sends the renewal premium payment link once the agent approves the quote, before the policy is confirmed as renewed.
Discovery happens on Instagram — ZapUp runs both
Instagram reels explaining claim settlement steps or renewal reminders pull in enquiries; ZapUp turns those DM taps into a WhatsApp thread that quotes, reminds and confirms renewal without the agent retyping details.
Before you ask
Can I automate WhatsApp renewal reminders for my insurance agency?
Yes — ZapUp tracks each policy's renewal date and sends automatic reminders on WhatsApp before it lapses, with a follow-up if the customer doesn't respond. You still handle the actual renewal conversation and advice.
Will customers feel like they're talking to a bot instead of me?
You can review or take over any chat anytime, and messages are written in your tone with your standard disclaimers. ZapUp only handles reminders, checklists and quote requests — coverage advice and final recommendations stay with you.
Does ZapUp collect the premium payment or just remind about it?
ZapUp sends a payment link for the premium once you approve the quote, so the customer pays directly and the agent isn't chasing cash or cheques. No advice or guarantees are given by the bot at any stage.
Every unanswered message is a customer someone else got
Connect your number, and these insurance agent flows go live in minutes — no code, no developer.