WhatsApp CRM for insurance agents
WhatsApp CRM for insurance and financial advisers
Sound familiar?
- Renewals missed when an adviser is away.
- No oversight of what was promised to clients.
- Sensitive conversations on unmanaged phones.
Audit log
Who did what, and when, for every important action.
Roles
Advisers see their own clients and anything assigned to them; managers see all.
Reassign renewals
Cover for an adviser who is on leave in one click.
Features they use most
Scriwo for insurance and financial services
Roles and security
Owners, admins and staff each see what they should. Every important action is in the audit log, and passwords are never sent by email, only single-use links.
Learn moreAssign and resolve
Hand a conversation to a teammate in one click. They see it instantly, get notified, and mark it resolved when the customer is sorted. Everyone knows who owns what.
Learn moreMany numbers, one company
Each teammate links their own number. Owners see all of them in one place, with a per-company limit you control, and numbers that look after themselves.
Learn moreRun insurance and financial services WhatsApp as a team
Tell us how many people answer WhatsApp at your company. We will set you up and walk your team through it.