Insurance reminders
Chases premiums and paperwork, so nobody has to.
Live demo
A sample policy book, scanned for premiums gone unpaid and policies missing nominee, KYC or bank details. Pick anyone on the worklist and see the WhatsApp message it would send: polite first, firmer as it ages.
This never sends anything. It shows exactly what would go out and to whom. Wiring it to your real policy system and your WhatsApp Business number is the part we build.
8 policyholders need a message
Trustline Insurance
Policy assistant
Hi Priya Desai, final notice: your term policy TRM-1042 premium of ₹15,800 is 65 days overdue (due 11 Sept 2026). Pay within 7 days or the policy risks lapsing. Reply here if you've already sorted this or have a question.
The policy book is a made-up sample and never leaves this page. The one exception is a message you ask AI to personalise: that policyholder's name, policy number and issue go to Google's Gemini API on a free tier, where Google may use them to improve their models.
We'll wire it to your policy system and your number.
On your own WhatsApp number
This page is the same escalation logic and the same guardrail approach we'd connect to your real book, reading your actual due dates and paperwork instead of a sample.
Trustline Insurance's monthly book review
A worked example
The problem
Hundreds of policyholders, a handful overdue on premiums or missing KYC paperwork at any time: easy for a few to slip past a manual review, and whether anyone follows up depends on whoever remembers to check.
What it does
The agent scans the whole book every time, flags exactly who needs a message and why, and drafts it (polite first, firmer as it ages) instead of one generic reminder blasted at everyone.
The result
Nobody is missed because nobody remembered to look. A person still signs off before anything that actually lapses a policy goes out.
Illustrative: Trustline Insurance is the sample policy book used in the demo above, not a client.
What changes when it's yours.
In production
It reads your real policy system
Premiums, due dates, nominee and KYC status pulled from your core system every day, not a sample loaded once.
It runs on your WhatsApp Business number
Messages send and arrive on the number your policyholders already have saved.
The cadence is yours to set
How many nudges, how many days apart, and when a policy hands off to an agent instead of another message.
A person signs off on anything that lapses a policy
The final notice before a policy actually lapses goes to a person to check, not straight out.