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Finance & Insurance

Coordinate permitted service enquiries, appointments and customer communication, subject to financial-services restrictions and relevant legal requirements.

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Team inbox

3 open

Arjun Mehta

Thanks, got the quote

Neha Kapoor

Can we do Saturday?

Kabir Singh

Sent the documents

Priya Sharma

Unassigned
Reply to Priya…

Sample workflows

Three workflows, start to finish

Not a feature list — what a day in finance & insurance could look like with conversations, people and follow-ups connected.

Financial-services messaging is restricted by regulation and WhatsApp policy. Workflows shown are for permitted service communication only and need review before use.

Service enquiry

Workflow 01
  1. 1

    Customer asks a general question

  2. 2

    Request categorized

  3. 3

    Routed to the right desk

  4. 4

    Answered by an authorized person

Appointment

Workflow 02
  1. 1

    Customer asks to speak to an advisor

  2. 2

    Slots offered

  3. 3

    Meeting scheduled

  4. 4

    Permitted reminder sent

Document follow-up

Workflow 03
  1. 1

    Paperwork is pending

  2. 2

    Owner reminded

  3. 3

    Customer contacted through approved wording

  4. 4

    Status recorded

Workflows are illustrative. Availability depends on your connection method, connected tools and launch status.

What you'll use

The capabilities behind these workflows

Team Inbox

Stop juggling conversations. Assign chats, collaborate with teammates, keep customer context and give every enquiry an owner.

WhatsApp CRM

Turn conversations into organized leads, customer profiles, follow-ups and pipeline activity without losing the context behind the relationship.

Workflow Automation

Connect messages, CRM activity, conditions, delays, notifications and external services into repeatable workflows.

Tell us how your finance & insurance team works on WhatsApp.

We're shaping FlashReply with early-access businesses. Share the workflows you'd like to improve and we'll show you what fits.

Join FlashReply Early AccessTalk to Our Team

Tell us about your business and the WhatsApp workflows you want to improve.