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Automotive Automation

Remind car owners about insurance renewal before it lapses — on WhatsApp

WhatsPortal sends personalised insurance renewal reminders to car owners on WhatsApp 30, 15, and 7 days before expiry — so they renew on time and your dealership captures the policy revenue.

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  • Official WhatsApp BSP
  • Free plan — no credit card required
  • Instant webhook integrations
  • Custom WhatsApp Flows
  • Billed in INR via Razorpay

Car owners forget insurance renewal. When it lapses, they go to an aggregator — not your dealership.

01

A customer buys a car. First-year insurance is bundled. The second year, renewal is due. Nobody from the dealership reminds them. They get a push notification from PolicyBazaar, renew there, and your dealership loses the policy commission and the relationship touchpoint.

02

Insurance renewal is a low-urgency task until it's urgent. Customers who drive on lapsed policies face legal risk and claims rejection. A well-timed WhatsApp reminder from a trusted sender — their dealership — is genuinely appreciated, not spam.

03

Your service centre already has the customer's vehicle details, purchase date, and last insurance date. The data is sitting in your DMS. The only missing piece is the automated outreach — which WhatsPortal provides.

The solution

WhatsPortal automates insurance renewal follow-up on WhatsApp — keeping your customers covered and your dealership in the revenue loop.

Multi-stage renewal reminders

Send reminders at 30 days, 15 days, and 7 days before insurance expiry. Each reminder escalates in urgency — gentle nudge, then clear action required.

  • Send reminders at 30 days, 15 days, and 7 days before insurance expiry
  • Each reminder escalates in urgency
  • gentle nudge, then clear action required

Personalised policy details

Every reminder includes the customer's name, vehicle registration number, insurance company, and expiry date — 'Your [registration] insurance expires on [date]. Renew now to stay covered.'

  • Every reminder includes the customer's name, vehicle registration number, insurance company, and expiry date
  • 'Your [registration] insurance expires on [date]
  • Renew now to stay covered.'

Direct renewal link

Include a renewal link in the WhatsApp message — to your dealership's insurance desk, a partner insurer's portal, or a booking link for your insurance advisor to call.

  • Include a renewal link in the WhatsApp message
  • to your dealership's insurance desk, a partner insurer's portal, or a booking link for your insurance advisor to call
  • Fully automated system
  • Real-time notifications

Lapsed policy alert

If a customer hasn't renewed by the expiry date, WhatsPortal sends a final alert — 'Your policy has lapsed. Call us now to renew before you drive.' Escalates to your team inbox for immediate follow-up.

  • If a customer hasn't renewed by the expiry date, WhatsPortal sends a final alert
  • 'Your policy has lapsed
  • Call us now to renew before you drive.' Escalates to your team inbox for immediate follow-up

How it works

Streamlined automation in four simple steps.

  1. 01

    Import insurance expiry data

    Upload your DMS or insurance records with vehicle registration, customer contact, and policy expiry date — via CSV or webhook.

  2. 02

    Reminders fire automatically

    WhatsPortal calculates reminder dates and sends personalised WhatsApp messages at each stage — no manual tracking required.

  3. 03

    Customer renews, dealership captures revenue

    The customer taps the renewal link, connects with your insurance desk, and renews. Your dealership earns the policy commission and retains the customer relationship.

  4. 04

    Sync dealer CRM

    Test drive requests and service bookings are automatically logged in your dealership management system (CRM).

A

Drive Advisor

AutoMotors

Hi Rajesh! Thank you for requesting a test drive of the new EV-SUV. 🚗

10:00 AM ✓✓

Our drive advisor can bring the vehicle to your home or office. Please select your preference.

10:00 AM ✓✓

Home test driveVisit dealershipReschedule

Home test drive

10:05 AM ✓✓

Perfect! We can schedule this for Saturday. Which slot works best?

10:05 AM ✓✓

10 AM - 12 PM2 PM - 4 PM4 PM - 6 PM

10 AM - 12 PM

10:06 AM ✓✓

Confirmed! Our executive will reach your home at 10:00 AM with the EV-SUV. Please keep your driving license ready. 📅

10:06 AM ✓✓

Example conversation — automated by WhatsPortal

What our customers say

“We started sending insurance renewal reminders on WhatsApp and saw a meaningful uptick in renewals through our dealership instead of thir”

— party aggregators. Customers said they appreciated the reminder.' — [Dealership name, city]

Live

Customers reminded about insurance renewal via WhatsApp renew through their dealership at significantly higher rates than those who receive no reminder

< 1 min

Average setup time for standard workflows

3×

Increase in response rates compared to email alerts

₹0

Get started for free — free plan included

FAQ

Common questions about automotive insurance renewal follow-up

Can I send reminders for third-party insurance as well as comprehensive cover?

Yes. Configure reminders for any insurance type. The reminder content can specify the policy type — comprehensive, third-party, add-on cover — based on the data in your records.

Can I include a quote comparison in the reminder?

Yes. If your dealership partners with multiple insurers, include a link to a quote comparison flow — customers can compare options and select the best rate, with your dealership as the distribution channel.

What if the customer has already renewed elsewhere?

Include an opt-out option — &apos;I&apos;ve already renewed. Stop reminders.&apos; Customers who respond are removed from the sequence. Your team can follow up to understand renewal patterns.

What does WhatsPortal cost?

Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.

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Insurance renewal is a revenue opportunity your dealership is currently giving away. Take it back.

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