Capture product enquiries
Loan, insurance, and investment leads from ads or your website widget land in one inbox with instant auto-reply.
Official WhatsApp Business API
Meta Tech PartnerFinance & Insurance
WhatsApp for your finance teamapplications, policies & customer updates
Capture loan and policy enquiries, collect KYC documents, send renewal reminders, and update customers on claims — compliant templates and a shared inbox your agents actually use.
Trusted by real businesses already growing on Boomly
Use cases
How finance & insurance teams use Boomly
Eight workflows NBFCs, insurers, brokers, and fintech support teams run on WhatsApp every day.
Enquiries
Reply to loan & policy enquiries instantly
When someone taps your ad or messages your number, Boomly sends a product menu, captures intent, and routes the thread to the right agent before they go to a competitor.
- Meta Click-to-WhatsApp ad
- Instant welcome menu
- Product type selection
- Eligibility pre-check
- Brochure PDF on tap
- Assign to relationship manager
KYC
Collect KYC documents in chat
Guide customers through PAN, Aadhaar, bank statement, and selfie upload inside WhatsApp. Files attach to the profile for your ops team to verify.
- Step-by-step KYC flow
- PAN & Aadhaar upload
- Income proof document
- Selfie / video KYC link
- Missing doc reminder
- Verification status update
Renewals
Send policy renewal reminders
Motor, health, and life policy renewals go out before expiry — with premium amount, due date, and renew-now button in a compliant template.
- Renewal due alert
- Premium amount summary
- Policy number recap
- Renew now button
- Grace period reminder
- Lapse prevention nudge
Claims
Keep customers updated on claim status
Registered, documents received, under review, approved, or settled — push template updates so customers never chase your call centre for status.
- Claim registered confirmation
- Documents received ack
- Under review update
- Additional docs request
- Approved / settled alert
- Payout reference number
Applications
Track loan application progress
From application submitted to credit check, approval, and disbursement — each milestone becomes a WhatsApp update with reference ID.
- Application received
- Documents verified
- Credit assessment
- Sanction letter shared
- Disbursement initiated
- EMI schedule delivery
Quotes
Share insurance quotes with a bot
Collect vehicle details, sum insured, and add-ons — bot returns premium estimate and connects to an agent when the customer is ready to buy.
- Motor / health quote flow
- Vehicle or member details
- Coverage options menu
- Premium estimate card
- Compare plans PDF
- Talk to advisor hand-off
Ads
Get leads from Click-to-WhatsApp ads
Personal loan, credit card, or insurance ads open WhatsApp directly. Boomly captures name, product interest, and city — tagged for your sales queue.
- Meta Click-to-WhatsApp ad
- Product interest menu
- City & income capture
- Lead in shared inbox
- Auto brochure send
- Callback scheduling
Payments
Collect premium & EMI payments in chat
Send Razorpay or WhatsApp Pay links for premiums, EMIs, and processing fees — payment confirmation and receipt in the same conversation.
- Premium / EMI link
- Amount & due date summary
- Secure pay button
- Paid confirmation message
- Receipt PDF attached
- Failed payment retry
At a glance
What Boomly helps you do
Collect KYC in chat
PAN, Aadhaar, income proof, and selfies — uploaded securely and attached to the customer profile.
Send renewal reminders
Policy and premium due dates with one-tap pay or renew buttons before lapses happen.
Update customers on status
Application approved, claim under review, or disbursement done — compliant template messages at each step.
Answer FAQs with a bot
Eligibility, documents, and timeline questions handled 24/7 — agents take over for complex cases.
Collect premium & EMI payments
Payment links in chat for premiums, EMIs, and top-ups — receipt confirmed in the same thread.
Seamless integrations for enhanced efficiency
Connect Boomly to the apps your team already uses — streamline workflows, keep data in sync, and run WhatsApp automation without switching tabs.
WhatsApp API
20+ web integrations
Cost effective
Customer support
Start serving customers on WhatsApp with compliant, trackable messaging.
Begin with enquiry capture and KYC collection, then layer renewals, claim updates, and payment links — all from one Boomly workspace.
FAQ
Common questions
Boomly uses the official WhatsApp Business API with approved templates for outbound updates. Marketing and utility messages follow Meta’s category rules — your team controls templates and opt-in lists.
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