Insurance agency CRM + customer portal

Renewals, policy tracking, and WhatsApp automation built for Malaysian agencies.

For businesses

  • Track policies, expiries, and renewals without spreadsheets
  • Reduce missed renewals with WhatsApp reminders (opt-out safe)
  • Give customers a self-service portal for documents

For customers

  • See policies in one place (across agencies you use)
  • Get clear reminders and links to view documents
  • Control WhatsApp notifications via DaulatID

Metrics to prove value

  • Renewal conversion rate
  • Reminder delivery rate
  • Customer portal adoption

10-minute playbook

  1. 1. Import customers
  2. 2. Create policies
  3. 3. Enable reminders
  4. 4. Share portal link

Case study (template)

We’ll help you measure outcomes. This is a case study framework — fill real numbers after 2–4 weeks of usage.

Before

• Baseline metrics

• Current process

• Bottlenecks

After

• New workflow

• Adoption rate

• Outcome lift

Proof

• Screenshots

• Event logs

• Quotes

FAQ

Is WhatsApp compliant?

We support STOP/START opt-out/in and keep an audit trail. Businesses should still use approved templates and PDPA-safe wording.