Customer contact via WhatsApp for the insurance industry

Veröffentlicht am

07.05.2023

4 Min. Lesedauer

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Im unverbindlichen Gespräch zeigen wir Ihnen, wie Sie Kunden per WhatsApp zu Terminen einladen und Anfragen gemeinsam im Team beantworten. Zusammen schauen wir, welche Abläufe sich in Ihrem Betrieb sinnvoll automatisieren lassen.

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Christian Strauch
Christian Strauch
Co-Founder and CEO
Insurance companies use WhatsApp to communicate with customers

When it comes to insurance issues, many customers still attach great importance to competent and, above all, personal advice. At the same time, however, a lot is changing: The world is becoming more digital, and customers expect the same from their insurer or from their insurance broker. In order to be able to provide customers with the best possible and uncomplicated advice even in the digital age, the right communication media are crucial. The younger generation is reluctant to pick up the phone and e-mail is also becoming increasingly unpopular for communication. Opening rates are low, response times are long and sending documents via email is often tedious. WhatsApp offers a modern alternative here, which is used daily by 60 million Germans.

Benefits of customer communication via WhatsApp Business for insurance sector

WhatsApp is a very personal communication channel that allows you to offer your customers individual advice. From concluding new contracts to claims — everything can be resolved quickly, easily and with reduced effort via WhatsApp.

In the event of a claim, policyholders can simply take photos with their smartphones and send them via WhatsApp. This can also be useful when taking out car insurance, for example: The current mileage can be transferred with a photo in a matter of seconds. WhatsApp supports all common file formats.

WhatsApp is also useful when collecting outstanding bills. Payment reminders via WhatsApp are more effective because delayed customers often don't answer calls and may not read letters or emails.

With individually formulated message templates, insurance companies and brokers answer incoming customer inquiries highly efficiently. Companies can also send out absence notes should they ever be unavailable.

The easy communication via WhatsApp and personal support has a positive effect on the loyalty of your customers. Happy customers are more likely to take advantage of additional insurance packages from the same company. And with that, an increase in sales is on your side!

If you use WhatsApp Business via hellomateo's WhatsApp API interface, there are even a number of other advantages: The use is too 100% GDPR-compliant, which can save you expensive warnings and severe legal penalties. You can also use WhatsApp newsletter marketing to increase your sales through upselling and cross-selling and improve your reviews with automated review reminders to satisfied customers. With hellomateo, you can connect many phone numbers, devices and users to your WhatsApp company account. You can find out more about other benefits, such as universal inbox, in the last chapter.

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WhatsApp and data protection: Is it allowed to use?

Many companies already use WhatsApp to communicate with customers. But this is often done in ways that are not compliant with data protection regulations. For example, it often happens that employees write with customers using their private WhatsApp account or via the WhatsApp business app. Both are not compliant with data protection regulations for a number of reasons.

There is no way to use WhatsApp in compliance with the GDPR introduced in 2018 WhatsApp Business API Gone, a WhatsApp interface developed specifically for corporate communication, which is available via a partner such as Hellomateo can be used. Communication via the WhatsApp Business API is end-to-end encrypted and cannot be viewed by anyone but the interlocutors themselves. All customer data is also stored on servers in Germany. This means that all data protection-relevant requirements are met in order to be able to use WhatsApp completely safely.

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WhatsApp vs. email: The benefits at a glance

WhatsApp is not only the number one communication channel for young people to chat with friends and family on a daily basis. Older people have also discovered WhatsApp millions of times over. Communication via this medium is easy, fast and personal, but above all free of advertising. This results in almost 100% of WhatsApp messages being seen and read. It's completely different with e-mail: mailboxes are drowned in spam, mail accounts are overflowing with advertising. Many messages are no longer read at all or are simply lost among hundreds of newsletters and advertising messages. On both sides, this can lead to annoyance in communication: Customers may not receive important and time-critical information, and in the company, you wonder why you don't get an answer from the customer. With WhatsApp, you ensure that your messages are actually read and offer customers a personal means of contact with your company.

Reading tip: On the subject WhatsApp vs. email newsletter, we already have a detailed article written for you.

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WhatsApp marketing for the insurance industry

WhatsApp can be used not only in the area of 1:1 communication. With hellomateo, the messenger can also be used as a marketing channel. With a WhatsApp newsletter, you can integrate the channel into your online marketing and use it to acquire customers. WhatsApp is also ideal for reactivating existing customers. With an opening rate of over 90%, a WhatsApp newsletter is significantly more effective than its email counterpart. There is also no spam folder, so messages are guaranteed to arrive and be read within a short period of time.

Example WhatsApp newsletter from an insurance company with an offer for household contents insurance
This exemplary WhatsApp newsletter from an insurance broker shows how diverse the information you can send can be. Make sure you always offer added value to your customers.
Interested? Book a free, non-binding demo appointment and learn more about hellomateo and WhatsApp communication. Book here.

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Implement customer communication and existing customer marketing via WhatsApp with hellomateo

hellomateo enables companies in the insurance sector with its in-house software, WhatsApp GDPR-compliantto use transparently and efficiently. In addition to WhatsApp, the platform also bundles all other relevant channels such as Facebook Messenger, Instagram Chat, SMS and emails in a central mailbox and thus facilitates coordination and communication between customers, employees and locations. Die Reviews can also be managed from one place become.

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With the WhatsApp API connection From a technical point of view, there are no limits to the number of users and devices per account from hellomateo. We make sure that every one of your employees has access to WhatsApp, should you wish. With hellomateo, it is also possible to connect multiple phone numbers to the WhatsApp API. Even yours Existing landline number! This ensures fast and efficient processing of incoming inquiries. Different locations and mailboxes can also be managed.

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We at hellomateo are your messaging experts when it comes to customer communication. Dozens of companies from the insurance sector have already made Hellomateo and are enthusiastic. Our customers particularly appreciate the following benefits of hellomateo:

Auflistung der Vorteile der WhatsApp Business Platform
  • ‍Central user interface: hellomateo combines WhatsApp Business Platform, email, Instagram, SMS and Facebook Messenger in one central inbox. The intuitive user interface includes various tools for efficient customer communication and saves you valuable working time.
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  • integrations: With hellomateo, you can use WhatsApp in integrate over 6,000 software programs and fully automated Customer trips create with invitations, order confirmations, shipping information, invoices, and reminders.
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  • Newsletter marketing: Send GDPR-compliant Newsletter via WhatsApp or SMS and benefit from opening rates of over 90%.‍
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  • Assessment management: hellomateo can Automatically request online reviews from your customers, which boosts your Google ranking and trust in your company.
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  • ‍Data protection: hellomateo meets all German and European Data protection requirements and offers end-to-end encryption for secure customer communication.
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  • scalability: Our software is suitable for Businesses of all sizes and can be extended indefinitely depending on the package.‍
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  • ‍Diverse AI features: Our AI agent can automatically answer customer inquiries in chat, answer calls, help with the formulation of messages and much more.
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Arrange a non-binding and free consultation and we'll show you how hellomateo covers your communication needs! Simply book an appointment here or write to us via our web widget.

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