YunaChat is a WhatsApp assistant for insurance agents. Look up any policy, send birthday greetings and get renewal reminders in seconds. Try free with a sample book. Subscribe to import your real policies securely.
Also: 2 client birthdays this week. Want the greetings drafted?
Built for independent agents and brokersLife insuranceMedicalMotorTravelFire & propertyGroup schemes
Three steps to a smarter book of business
01Connect your WhatsAppUse the WhatsApp number you already have. No new SIM, no new app. It is live in minutes.
02Load a sample bookTry free with pre-loaded sample clients and policies. Import your own book when you subscribe.
03Manage from WhatsAppLook up any policy, send birthday greetings and get renewal reminders, right from your WhatsApp, on any device.
Every policy in your pocket, managed without leaving WhatsApp
Your whole book of business, available the moment you need it. No login, no new app, no waiting. Just type and it responds.
01Policy look-up in secondsType a client name and get their policy number, coverage, premium and renewal date instantly.
02Never miss a birthdayIt notifies you before every client birthday so you can send a personal greeting that day.
03Renewal reminders that workUpcoming renewals surface automatically, weeks in advance, so no client slips through.
04Client history at a glanceSee a client's full policy history, past claims and notes, all in one message.
05Bulk renewal alertsOn Growth and Scale, get a weekly digest of renewals due in the next 30 days across your whole book.
06Works on any deviceYour book goes with you. Whether you are in the office, at a client or between meetings, it is always there on WhatsApp.
Try it free with a sample book
No real data needed to start. Sign up free and message the assistant with sample client and policy data already loaded. See how fast it retrieves a policy and surfaces a renewal. Import your real book when you subscribe.
14-day money-back guarantee on all plans. No contracts. Cancel anytime. On the WhatsApp Cloud API, Meta bills its own messaging fees to you directly, separate from your plan.
Good to know
Your data is encrypted at rest and in transit, stored in your region and never shared or used to train models. You own it and can export or delete it at any time.
Yes. A sample book is pre-loaded when you sign up free. You can try every feature (policy look-up, birthday alerts and renewal reminders) before importing your own data.
Upload a CSV from your current system. We map the columns to our format and confirm the import before any data is touched. It takes a few minutes.
No. It never sends messages to your clients on your behalf. It surfaces the right information and reminders to you, and you decide when and how to contact them.
Sign up free, message the assistant with the sample data and see if it fits your workflow. Import your real book when you are ready to subscribe.
A note from the founder
A good agent never loses track of a client. But between meetings, calls and paperwork, it happens. A birthday slips by without a message. A renewal comes up and the client is already on the phone with a competitor.
EEthan, founder of YunaChat
Your whole book of business, always in your pocket
Policy look-up, birthday greetings and renewal reminders, managed on WhatsApp in seconds. Try free with a sample book today.