What this tool does
Keep WhatsApp notes short, named, and dated. These lines are for a person to send from their own WhatsApp, not a bulk API blast.
Formula
Copy a line, open WhatsApp, paste to the client. Add policy number and expiry before you hit send.
How to use it
Enter the fields, run the estimate or copy the wording, then paste into WhatsApp, email or a worksheet. This marketing site does not keep a server-side file. This browser can keep a short local history. Saving onto a policy, commission or renewal in the product requires an InsuOrg workspace.
Limitations
InsuOrg does not connect to WhatsApp Business API on this tool. Delivery, read receipts and opt-in remain your responsibility.

