WA Mantra

WhatsApp for banks, lenders and insurance agents

Payment reminders, policy renewals and secure support with access control.

The challenge

Renewals are missed, payment reminders by SMS are ignored and customer data needs careful handling.

How WA Mantra helps

Send renewal and payment reminders from your own system through the API, answer questions in a shared inbox with role-based access, and keep a full activity log.

  • Renewal and payment reminders
  • API from your own system
  • Role-based access and activity log

Example messages

  • Your policy renews on 15 April. Reply RENEW to get the payment link.
  • Your EMI of this month is due in 3 days.

Features used

Other industries

Questions and answers

Can several agents use the same number?

Yes. Your whole team can answer from the shared inbox on the same number, with assignment, notes and permissions.

Does it work with my website or store?

Yes. Connect WooCommerce or Shopify for order notifications, Google Sheets for row-based messages, or use the REST API and webhooks with any system.

Is my data safe?

Accounts are protected with two-factor login and passkeys, webhooks are signed, agent access can be limited and every important change is logged.

Ready to grow on WhatsApp?

Create your account, connect your number and send your first campaign today.

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