Automate Policy Renewals & Instant WhatsApp Quotations With 1-Click UPI Payment
Eliminate missed renewal lapses and manual telecalling follow-ups. SlieNode automatically pings policyholders with customized quote comparisons, collects renewal payments via UPI, and sends PDF policy documents in 1-click.
Hi Vikram! 🛡️ Your Star Health Optima policy (#POL-8942) is due for renewal on 25th August.
Your cumulative No-Claim Bonus (NCB) is 25%. Premium amount: ₹14,280 (incl. GST).
Can I increase sum insured to 15 Lakhs?
Yes! Here is the upgraded quote comparison for your family floater:
Upgrade to ₹15L (₹16,990)
✅ Upgraded! Click below to pay ₹16,990 via GPay / PhonePe / Paytm to instantly generate your renewed policy bond:
Why Traditional Workflows Fail In Insurance & Financial Advisory
Leads do not read marketing emails or answer unknown telecalling numbers. Here is how SlieNode closes deals.
SlieNode triggers hyper-personalized WhatsApp reminders with policy details and pre-filled UPI payment buttons.
AI chatbot calculates and presents interactive comparison quotes inside WhatsApp within seconds.
Self-service WhatsApp bot serves instant policy PDF downloads and live claim status queries automatically.
Enterprise Workflows Tailored For Insurance & Financial Advisory
Every tool required to automate inbound leads, run hyper-personalized broadcasts, and collect revenue.
Automated Expiry & Renewal Sequences
Set multi-step renewal reminders at 30, 15, 7, and 1 day before policy expiry with dynamic NCB calculations.
1-Click UPI & Card Premium Collection
Collect premium renewals directly inside WhatsApp using Razorpay and Stripe UPI instant payment deep-links.
Automated PDF Document Delivery
Deliver verified policy bonds, premium tax receipts (80D/80C), and cashless hospital network lists directly to WhatsApp.
Claims Assistance & Document Capture
Policyholders upload hospital discharge summaries or accident photos directly over WhatsApp for instant claim registration.
Calculate Your Monthly Conversion Boost In Insurance & Financial Advisory
Estimated net revenue lift based on 28-35% faster automation closing speed.
Scale Your Insurance & Financial Advisory Operations
Includes unlimited WhatsApp conversations, shared inbox seats, and AI workflows.
Growth
Basic Meta desk — never miss a lead
Billed monthly, cancel anytime
- WhatsApp + Instagram + Messenger inbox
- CRM + industry pack + AI Brain closer
- Templates · automations · broadcasts
- Meta Lead Ads / CTWA
- 1,000 AI replies / mo
- 1 workspace · 5 seats · 25k contacts
Pro
More seats + higher AI volume
Billed monthly, cancel anytime
- Everything in Growth
- 15 seats · 100k contacts
- 5,000 AI replies / mo
- Higher broadcast limits
- Priority onboarding
Business
Multi-branch Meta desks
Billed monthly, cancel anytime
- Everything in Pro
- 3 workspaces · 30 seats · 250k contacts
- 12,000 AI replies / mo
- Higher broadcasts · guided rollout
Frequently Asked Questions
Common questions about deploying SlieNode in Insurance & Financial Advisory.