Industries / Insurance & Loans
Never miss a renewal, and never handle KYC on a personal phone again.
Policies, loans and renewals: every client conversation compliant and on WhatsApp.
From daily chaos to one WhatsApp desk.
Renewals are tracked in diaries or Excel; missed renewal dates mean lost commission and lapsed clients.
KYC documents arrive as WhatsApp photos on personal phones, a privacy and compliance risk.
Comparing several insurers or lenders and re-sending quotes takes hours per client.
Loan files stall at lender queries, and nobody tells the client what is pending.
Agents and DSAs juggle many products and partners with no single view of pipeline and commission due.
AI qualifies product, cover, age and income on WhatsApp and books the advisor call with consent recorded.
Quote comparisons, secure KYC links and lender or insurer status updates go out from one deal card.
Renewal calendar with automatic 30/15/3-day reminders, plus advisor targets, incentives and attendance.
8 stages, ready on day one.
Stage names and sub-stages that match how insurance & loans teams already sell. Change any of them, with no code.
- 1New enquiryCTWA ad chat · Referral · Renewal due list
- 2ContactedCalled, no answer · Callback consent taken · Call back asked
- 3Need analysisFamily details · Existing cover checked · Eligibility check
- 4Quotes / offers sharedInsurer comparison sent · Lender offers sent · Revised amount
- 5KYC & documentsKYC link sent · Medicals scheduled · Income proof pending
- 6Proposal / login doneUnderwriting · Credit check · Query raised
- 7Issued / disbursedPolicy issued · Loan disbursed · Renewal tracked
- ✕LostRejected by insurer or lender · Chose other agent · Not eligible · No response
AI asks. Automation follows up.
First questions the AI asks
- What are you looking for: term life, health insurance, motor insurance, or a home, personal or business loan?
- How much cover or loan amount do you have in mind?
- What is your age? For family health cover, please share the eldest member's age too.
- Are you salaried, self-employed, a business owner or retired?
- Which city do you live in?
Automatic steps
- When new enquiry from CTWA ad
Then AI asks the 5 qualifier questions and records callback consent
instant - When new enquiry with no staff reply
Then alert advisor, then branch manager
60 min, then 120 min - When stage = quote_shared with no reply
Then call task for advisor
2 days, then 5 days - When stage = documents
Then send template kyc_link
instant, repeat after 2 days - When stage = submitted, sub-stage = Query raised
Then alert advisor and ops executive
instant - When stage = won
Then send template policy_issued or loan_sanctioned
instant - When field renewal_date approaching
Then send template renewal_reminder
30 days, 15 days and 3 days before
WhatsApp templates, written for you.
8 WhatsApp message templates come with this pack. Edit them to match your voice.
Hi 1, thank you for your enquiry about 2. Our advisor 3 will call you at 4. Reply 2 if you prefer another time.
Hi 1, here is the comparison of 2 options you asked for. Tap View below to see cover, exclusions and premiums side by side before you decide.
Hi 1, to complete your 2 application please upload your KYC documents using the secure link from 3 below. Please do not send documents as chat photos.
Hi 1, your medical check-up for the 2 policy is scheduled for 3. Please come fasting and carry a photo ID.
Set up for Insurance & Loans.
Stages, fields, AI & Automation, templates, dashboards and roles come ready. Change any of it, with no code.
Fields
Dashboard numbers
Team roles
Lead sources
All 9 modules. 75+ features.
Switch on only what you need. Each module turns on or off with one tap, and nothing is ever deleted.
WhatsApp Inbox
Your company WhatsApp number, shared by the whole team.
8 featuresLeads & Deals
From ad click to closed deal, with clear stages.
10 featuresAI Assistant
An AI assistant for leads, staff and the owner.
6 featuresQuotes & Money
Quotes, payments, refunds, vendors and expenses.
12 featuresAutomation
Follow-ups and reminders that run on their own.
Instagram DMs · coming soon
8 featuresCalls & Meetings
Calls, recordings, Google Meet and team chat.
7 featuresHR & Team
Attendance, leave, targets and incentives.
10 featuresReports & Control
Live numbers and full owner control.
8 featuresApps & Security
Android app, secure sign-in and roles.
6 featuresOther industries.
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See the packSee Altrix.one for Insurance & Loans
In 30 minutes we will show Altrix.one running on your own sales flow, with your stages, your messages and your team.
Early access from 1 Nov 2026 for demos and pilot companies. Full self sign-up opens later, with a 7-day free trial.