A client requests a callback or has a booked discussion
INSURANCE BROKERS
Keep the follow-up useful. Keep advice human.
Requested administrative updates and meeting reminders using eligible customer signals from a connected Google Sheet.
7-day free trial · about 15 minutes to connect your number · Meta bills message charges to you directly (you add a card in Meta)
Sheet · Renews in 14 days
Illustrative example. Names and details are made up.
FROM YOUR SHEET TO WHATSAPP
Your existing exports are enough to start.
Most insurance brokers already export bookings, enquiries or due lists. Connect that Google Sheet, map the phone column and let each new row start the right conversation.
Browse sheet-triggered recipes →EXAMPLE JOURNEY
Start with a practical customer moment.
Supply the eligible contact and event in Google Sheets. Send a relevant administrative or consented follow-up. The client reaches the authorised broker.
The person reaches the goal, the source event changes, an opt-out arrives or the follow-up limit is met.
GOOGLE SHEETS
Your sheet supplies the context.
Requested administrative updates and meeting reminders
Use a new row to pass the contact, the reason for the message and the next step. Keep the source record current.
- Contact name and WhatsApp number
- Relevant event or booking reference
- Permission and suppression status
- A team member who owns the reply
YOUR OPERATING RULES
Set the boundaries before activation.
Review financial-services, anti-hawking and privacy rules before activation. Automated messages must not provide personalised insurance advice.
Keep messages relevant
Send only the information needed for this customer moment.
Handle replies properly
Assign a person who can resolve requests or route them safely.
Stop when the context changes
A cancellation, completed goal or opt-out must change the follow-up.
GET STARTED
Set up the first journey.
- 01
Choose one administrative or permission-based use case.
- 02
Prepare a small set of test records in your connected sheet.
- 03
Review template wording and sector requirements.
- 04
Test confirmations, changes, opt-outs and missing data.
- 05
Review outcomes with the person handling replies.
USE CASES FOR INSURANCE BROKERS
What insurance brokers run on ConvoHut.
Marketing, sales and support journeys that suit insurance brokers, each with a free PDF playbook.
Sales
Renewal reminders
Remind customers before a membership, policy, subscription or registration expires, with one tap to renew or a reply to ask questions.
Google Sheets · ZapierSee the journey →SalesSpeed-to-lead follow-up
When an enquiry comes in, start a WhatsApp conversation straight away, and alert your team the moment the lead replies.
Google Sheets · Zapier · Contact importSee the journey →SalesPayment and invoice reminders
Send friendly reminders before and after an invoice is due, with the amount and your payment link, straight from your accounting export.
Google Sheets · ZapierSee the journey →SalesConsultation and demo bookings
Invite leads to book a consultation, confirm it instantly and remind them before the meeting, all on WhatsApp.
Google Sheets · ZapierSee the journey →SupportCustomer onboarding
Guide new customers or members through their first days with short, timely WhatsApp messages, and answer questions in the same thread.
Google Sheets · ZapierSee the journey →SalesLead qualification
Ask new leads two or three quick questions on WhatsApp, branch on their answers, and send the hottest leads straight to a salesperson.
Google Sheets · ZapierSee the journey →LIVE NOW · 7-DAY FREE TRIAL
More sales from every conversation.
WhatsApp marketing, sales and support from your own number. 7-day free trial, free onboarding and Meta verification help.
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- Hosted on AWS
- Australian company
- Your number stays yours
