An extra staff member, on WhatsApp

Your whole book of business, on WhatsApp

Policy look-up, birthday greetings, renewal reminders — all managed on WhatsApp in seconds. Try free with a sample book. Subscribe to import your real policies securely.

Start free

Works on WhatsApp. Try free with sample data.

✓Policy found instantly

A quick policy look-up, right in your pocket.

Your own WhatsApp Any policy, in seconds Birthday & renewal alerts Sample book to try free
Built for independent agents and brokers
Life insuranceMedicalMotorTravelFire & propertyGroup schemes

Three steps to a smarter book of business

1

Connect your WhatsApp

Scan a QR code with the number you already use. No new SIM, no new app.

2

Load a sample book

Try free with pre-loaded sample clients and policies. Import your own book when you subscribe.

3

Manage from WhatsApp

Look 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.

Policy look-up in seconds

Type a client name and get their policy number, coverage, premium and renewal date instantly.

Never miss a birthday

It notifies you before every client birthday so you can send a personal greeting that day.

Renewal reminders that work

Upcoming renewals surface automatically, weeks in advance, so no client slips through.

Client history at a glance

See a client's full policy history, past claims and notes, all in one message.

Bulk renewal alerts

On Growth and Scale, get a weekly digest of renewals due in the next 30 days across your whole book.

Works on any device

Your book goes with you. Whether you are in the office, at a client, or between meetings, it is always there on WhatsApp.

See it live. Try a sample policy look-up.

This is not a demo recording. Message the real YunaChat assistant on WhatsApp and ask it for a sample policy. See how fast it responds and how it handles a renewal reminder.

Policy look-upBirthday greetingsRenewal remindersAround the clock

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.

Start free

Simple plans, priced for your region

Start free with a sample book. Import your real policies when you subscribe.

Currency

14-day money-back guarantee on all plans. No contracts. Cancel anytime.

Good to know

Is it safe to put my client data in? +
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.
Can I try it without my real client data? +
Yes. A sample book is pre-loaded when you sign up free. You can try every feature — policy look-up, birthday alerts, renewal reminders — before importing your own data.
How do I import my existing book? +
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.
Does it contact my clients directly? +
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 reach out.
How do I get started? +
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.
E

A note from the founder

Ethan, founder of YunaChat

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. So I built the back-office assistant every independent agent deserves — one that keeps your whole book at your fingertips on WhatsApp, the channel you already live on. Try it with the sample data and see if it fits how you work.

Your whole book of business, always in your pocket

Policy look-up, birthday greetings, renewal reminders — managed on WhatsApp in seconds. Try free with a sample book today.

Start free
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