14 Best WhatsApp Template Messages for Banking & Insurance

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Looking to send WhatsApp Template Messages for lebanon telegram data Banking & Insurance? You’re at the right place! Whether it’s a transactional notification, Loan Approval message, New Account created notification, or Credit Card payment reminder; we have listed down WhatsApp Template Messages that you can copy-paste & send easily via the AiSensy Platform. In this blog, we’ll cover the 14 best WhatsApp template Messages for Banking, Insurance & Financial Institutes that will help you achieve your Marketing & Support goals on WhatsApp.Let’s first have a look at a few Template Messages that work like charm for Insurance Agencies.

Welcome Message Notification

Greet new signees by sending a warm Welcome greeting on WhatsApp. updated whatsapp conversation pricing 2025
Let them know that you will be sending updates, marketing messages & more on WhatsApp.

Also, provide them with an option to opt out if they don’t want to receive these notifications.

WhatsApp Template Message for Welcoming New Users:

  • Hey [Name],
    We are glad to have you onboard.
    We’ll use this chat to update you about the latest offers on Insurance.
    If at any time you feel like opting out, reply STOP
    Regards, [Insurance Company Name]

    Follow-up WhatsApp Notification

    Just had a meeting with a potential customer? Make sure to follow up phone number list with a WhatsApp Notification. It could be to fix the next meeting or to finalize the Insurance Policy.

    WhatsApp Template Message for following up with users:

    • [Name], Thanks for getting on a call with me earlier.
      I hope I was able to answer all your queries.
      May I know when can we connect to discuss the Insurance Policy further?
      Looking forward to helping you,
      Regards, [Name, Company Name]
    • [Name], How are you?
      I haven’t heard from you since our last call.
      May I know when you’ll be available to discuss policy details?

      CTA: Call Now

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