KYC drop-off is killing onboarding
Users abandon KYC mid-flow on web. Email reminders ignored. Conversion stays under 35%.
SolutionsFinance & Insurance
WhatsApp for BFSI
WhatsApp Business API for Finance & Insurance.
From KYC verification to policy reminders to claim updates, Sendvise handles BFSI's high-volume customer touchpoints — fully encrypted, India-resident data, RBI-aligned audit trails, and DPDP-compliant by default.
Pain points
Challenges finance & insurance brands actually face
We've heard these from 100s of operators. Sendvise is built around them.
Policy renewals get missed
30 days before renewal, customers forget. Lapse rate hits 22%, lifetime value collapses.
Claims feel like a black box
Customer has no idea if the claim is moving. Anxiety → call centre flooded → CSAT tanks.
Use cases
How Sendvise helps finance & insurance
Three high-leverage flows we set up in the first week.
1
KYC reminder + completion
Drop-off detected → bot sends WhatsApp template with one-tap KYC link. Conversion lifts 35% → 68%.
Hi Anjali, you started your KYC but it's pending 📄
Tap to complete in 2 minutes ↓ kyc.sendvise.in/x7Y
Done!
2
Policy renewal nudges
T-30, T-7, T-1 day templates with payment link. Lapse rate drops from 22% to 6%.
Hi Mr. Patel, your health policy renews in 7 days.
Renew now (₹14,990) → bit.ly/renew · Auto-debit option available
Renewed via UPI, thanks 🙏
3
Claim status updates
Auto-fire 'claim received', 'under review', 'approved', 'paid'. Customer always knows where they stand.
Claim #C-7821 update: Approved ✅
₹38,400 will be credited to your account in 24 hrs.
Wow, that was quick. Thanks!
“KYC completion went from 34% to 68% the month we launched WhatsApp reminders. Renewal lapse dropped 70%. CSAT is at an all-time high.”
M
Manish Verma
Head of CX, NorthStar Insurance
Integrations finance & insurance brands plug in
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Compliant CX. On the channel customers prefer.
Sendvise handles KYC, renewals, claims and onboarding — encrypted, audited, India-resident, DPDP-ready out of the box.