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Built for finance, insurance & lending

Onboard customers, share statements, collect on time

WapiGrow helps NBFCs, insurance agents, loan DSAs, CAs and financial advisors across India onboard customers, send KYC reminders, share statements and follow up on EMIs — securely on WhatsApp.

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Why finance, insurance & lending businesses love WapiGrow

Built around how finance, insurance & lending businesses actually work

No generic tools that need months of setup. Pre-built flows, templates and integrations made for the way finance, insurance & lending businesses sell and serve.

1

Start with a proven template

Use one of our pre-built Finance & Insurance WhatsApp templates — ready to launch in 10 minutes.

2

Connect your tools

Plug into your existing CRM, Google Sheet, Shopify store or POS — no developer needed.

3

Automate & grow

Bookings, reminders, follow-ups and reviews run on autopilot. You focus on delighting customers.

WhatsApp templates

Pre-built messages for Finance & Insurance

Plug-and-play templates that other finance, insurance & lending businesses have proven to drive replies, bookings and revenue.

Loan Eligibility Bot

Welcome to *Apex Finance*! 💰 Tell us: 1️⃣ Personal loan 2️⃣ Home loan 3️⃣ Business loan 4️⃣ Vehicle loan Reply with a number to check eligibility.

KYC Reminder

Hi {name}, your KYC for loan application #{ref} is pending. Please share: 📄 PAN card 🏠 Aadhaar (address) 💼 Last 3 months salary slips Reply with photos.

EMI Due Reminder

Dear {name}, your EMI of ₹{amount} for loan #{ref} is due on *{date}*. Pay via UPI or NetBanking 👉 {link}

Policy Renewal

Hi {name}, your motor insurance for *MH-12-AB-1234* expires on *{date}*. Renew now to avoid lapse — ₹6,400 (Save ₹800 vs last year). Tap 👉

Loan Approval

🎉 Congratulations {name}! Your personal loan of *₹{amount}* has been approved at *{rate}%* p.a. Disbursal in 24 hours. Sign agreement 👉 [Link]

Account Statement

Hi {name}, your monthly account statement for {month} is ready 📊 Download 👉 [PDF · password protected]
We get it

The problems we solve for finance, insurance & lending businesses

We've worked with 100+ finance, insurance & lending businesses across India. We know exactly where it hurts — and how to fix it.

  • EMI defaults rising because manual collection calls don't scale
  • KYC documents going back and forth over email
  • Insurance renewals being missed by 30%
  • Loan leads from Facebook ads not getting any follow-up
  • Compliance audit demanding documented communication
★★★★★

"EMI collection efficiency went from 78% to 94%. Automated WhatsApp reminders 3 days before, 1 day before, and on due date — our team only calls the last 6%."

SK
Suhas Karandikar CEO · NBFC, Mumbai

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Ready to put your finance & insurance business on WhatsApp autopilot?

Join finance, insurance & lending businesses across Pune, Mumbai and India already growing with WapiGrow. Only Sign Up is Free.

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