How to send bulk renewal reminders

Direct answer: InsuredBoard does not bulk-send WhatsApp. It opens a pre-filled chat from the renewal card using your own number. You send each message. WhatsApp Business API broadcasting is a different product — we do not provide it. Work the overdue and due-today list in batches; do not paste the same blast to a hundred numbers.

If you use WhatsApp Business API elsewhere

Official Business API has template and consent rules. Key points for insurance agents:

• Only send to clients who have given consent
• Messages must be relevant and not promotional spam
• Provide an opt-out mechanism
• Template messages must be pre-approved for business API

Best practices for bulk renewal reminders

• Personalize each message — include the client's name, policy number, and due date
• Send in batches of 20-50 — avoid triggering spam filters by spreading sends throughout the day
• Follow up individually — after the bulk send, call the clients who don't respond within 2 days
• Track responses — log each response in your CRM to measure conversion rate

Use InsuredBoard to send personalized WhatsApp renewal reminders in one tap from your renewal dashboard.