Insurance & financial services
Advise faster. Renew on time.
Clients ask about premiums, claims and renewals on WhatsApp. RelayDesk keeps every conversation, quote and document together, and reminds you before renewals slip.
Every client conversation in one place
Share plan comparisons as PDFs, collect KYC documents and answer claim questions from one shared inbox.
- Comparison PDFs in chat
- Document collection
- Private notes for your team
Live Chat at SecureNest Advisors (demo data).
From lead to issued policy
Track each lead from needs analysis to quote shared and documents, with the premium on every card.
- Stages for quote and documents
- Premium value per deal
- Tasks for renewal dates
Deal stages renamed for the business: Lead → Needs analysis → Quote shared → Documents.
Never miss a renewal
Send renewal reminders as approved templates and see who read them, so clients renew with you, not someone else.
- Renewal reminder templates
- Broadcast by policy type
- Opt-out handling built in
Other industries
See how others use RelayDesk.
FAQ
Common questions.
Is it safe for client documents?
Chats are visible only to your team, every action is logged, and two-step sign-in can be required for everyone.
Can I send renewal reminders automatically?
Yes, through approved templates sent by broadcast, or from your own system with the REST API.
Your next customer is already on WhatsApp.
Try RelayDesk free for 14 days. No payment card, and most teams are set up in an afternoon.