Overview

Life insurers and advisors guide customers through term and savings plans that need trust and explanation. Gaptix captures needs, shares plan options, guides applications and manages renewals on WhatsApp — nurturing high-value decisions with clear, patient guidance while keeping the process compliant and secure.

Use Cases

WhatsApp use cases for Life Insurance

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Needs & goal capture

Understand protection and savings goals.

Plan comparison

Explain term, endowment and ULIP options.

Premium quotes

Share premiums by cover and tenure.

Application guidance

Guide forms, medicals and documents.

Nominee & KYC

Guide nominee details and KYC steps.

Renewal reminders

Remind for premium payments.

Policy servicing

Handle updates and fund-related requests.

Claims support

Guide beneficiaries through claims.

The Platform

Everything Gaptix gives your Life Insurance business

One platform to run marketing, sales and support for life insurance on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a life insurance customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

How much term cover do I need for my family?

A common guideline is 10-15x your annual income, adjusted for loans and goals. If you earn ₹12L/year, ₹1.5Cr cover is a reasonable starting point. Want options with premiums for that cover?

Yes, show me.

Here are 3 term plans for ₹1.5Cr with premiums from ₹14,500/year 💜 I'll explain the differences, then guide your application and medicals. This is general guidance — our advisor confirms the final recommendation.

FAQ