Revolution in customer communication: How the Insurance and Finance industry benefits from WhatsApp

Customer advice needs to be quick, professional, and straightforward. This is particularly important in insurance and financial services. Lengthy email exchanges belong to the past. Discover here how various insurance and financial agencies have successfully transitioned to WhatsApp.
  • Maximilian Mierswa
  • 11/30/2023
  • 2 min reading time

Rising customer expectations pose a challenge. For insurance and financial matters, customers expect top-quality advice. Especially in cases of damage, the handling should be uncomplicated and swift.

On this Industry Page, you'll find:

  • A Superchat product mockup
  • Examples of using WhatsApp for insurance and financial services

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Try Superchat for free.
Sie möchten Superchat selbst entdecken? Erstellen Sie jetzt Ihren kostenlosen Account und erkunden Sie die Messaging Plattform von Superchat.

Automated Messages with WhatsApp - powerful and efficient

In addition to utilizing the world's largest messaging platform, WhatsApp offers numerous ways to streamline your sales process. One option is to integrate tools like Zapier, which allow you to automatically send WhatsApp messages to new prospects and leads.

With Superchat and the WhatsApp Business API, sending text messages is also 100% GDPR-compliant. Therefore, you no longer need to worry about data protection when communicating with your customers via chat.

Superchat is the central building block in our customer communication. WhatsApp provides us as an insurer with a new and powerful channel. And all of this complies with the GDPR. At the same time, we can connect other software solutions and send automatic WhatsApp messages. This makes our work much more efficient.
Profilbild Thomas Völker
Thomas Völker, Geschäftsführer - Allianz Generalvertretung Völker Finance

Overview of all messages in the Universal Inbox

Organization and structure are crucial to avoid losing track. Email inboxes are often chaotic and your messages could even end up in spam folders, not reaching the desired outcome.

Superchat offers you a Universal Inbox for all your channels, including WhatsApp and email. You can adjust it to your preferences and structure it individually with different mailboxes for various processes.

For instance, you can add labels to conversations or move chats to "completed." Moreover, you can assign conversations to specific employees since Superchat allows multiple employees to handle customer inquiries simultaneously.

This way, you can always keep track of current tasks.

We can map our entire sales process in Superchat's messaging software. We have a separate mailbox for each phase. This clarity enhances our workflow. Moreover, WhatsApp is a highly effective communication channel. We can reach potential and existing customers more easily and quickly.
Andreas Niemiec, Managing Director - Niemiec Versicherungen

Appointment reminders via WhatsApp Newsletter

Missed appointments always result in wasted time that could have been used differently. Often, customers forget their appointments simply because they don't have them on their calendars.

Therefore, you should always remind your customers of upcoming appointments. Reminders via email may end up in spam folders, failing to serve their purpose. By sending WhatsApp newsletters, you ensure that your message is guaranteed to be received.

Even if a customer cancels at the last minute, you still have the opportunity to reschedule the appointment or allocate time to other tasks.

This way, you waste less time and reduce the number of missed appointments.

Missed appointments used to be a daily occurrence. Now, we remind our customers via WhatsApp before the appointment, and the attendance rate has significantly improved.
Kai Weber Profilbild
Kai Weber, Owner and Managing Director - Dr. Klein Goslar/Göttingen

Faster customer contact for better service

When customers have a query, nothing is more frustrating than busy phone lines or waiting endlessly for a response via email. With WhatsApp, customer inquiries are handled promptly, boosting satisfaction among existing customers and enhancing the chances of closing deals with new customers.

Superchat has significantly improved our customer service and the processing of new customer inquiries. We highly recommend it!
Sebastian Göppel, Managing Director - Allianz Versicherungsagentur Göppel OHG

Authentic Google Reviews - The key to success

Google is the first touchpoint with potential customers. Therefore, your company must present itself well online.

Just imagine briefly browsing the internet for new headphones, for instance. If you're not loyal to a particular brand, you'd likely lean towards products with many good to excellent reviews.

The same applies to your target audience seeking a new insurance or financial advisor. With Superchat, you have the opportunity to gather authentic Google reviews from your customers. This enhances your visibility on Google on the one hand and, more reviews also lead to more new customers.

Just as I look at Amazon for product reviews, customers do the same for services on Google.
Profilbild Alejandro Fernandez
Alejandro Fernandez, HYPO14
Try Superchat for your own business.
Sie möchten Superchat selbst entdecken? Erstellen Sie jetzt Ihren kostenlosen Account und erkunden Sie die Messaging Plattform von Superchat.
Maximilian Mierswa
Maximilian Mierswa
Maximilian is an intern at Superchat and supports the marketing team with various tasks. He also has a great passion for new projects.