Trusted by leading D2C and B2B brands worldwide
How Insurance and Lending Teams Use Transket
Ads, qualification, the advisor inbox, and renewals, all in one place.
Capture Leads Straight From Your Ads
Click to WhatsApp Ads (CTWA)
Click-to-WhatsApp Ads turn ad clicks on Meta into instant WhatsApp conversations. No forms, no drop-off. Track which ads drive chats, then nurture every conversation toward a policy or an approved application.
WhatsApp use cases
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Ad clicks open a chat, not a form
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No drop-off between interest and conversation
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Track which ads drive real applications
Welcome! Let’s get you a quote in two minutes. No forms, just a few questions here in chat.
Let’s do the quote!
Where Transket Fits in the Policy Journey
From the first enquiry to renewal, every stage happens on WhatsApp.
Enquire
Ads and links open a chat instead of a lead form.
Qualify
The bot gathers needs and routes to the right advisor.
Apply
Documents and details are collected in one secure thread.
Renew
Renewal and payment reminders keep policies active.
Message only the people who said yes
In a regulated industry, permission isn’t optional. Transket’s unified consent management keeps your opt-ins organised, so every message goes to someone who chose to hear from you. Better for compliance, better for deliverability, and better for trust.
See how consent management worksGetting Started Takes Minutes, Not Months
15-day free trial. No credit card required. Cancel anytime.
Sign up on Transket
Complete embedded signup with Facebook Business
Connect your WhatsApp number
Get your messaging limits and go live
Start capturing, qualifying, and renewing
Frequently Asked Questions
Everything you need to know about running insurance and lending conversations on WhatsApp.
Yes, and the fit is strong because both businesses run on follow-ups that currently die in email. Leads get qualified in chat, renewal reminders arrive where they are seen, and documents move in the same thread. As a regulated industry, confirm your specific communication rules with your compliance team before rollout.
It captures what your advisors need, such as product interest, coverage or loan amount, and timeline, then hands the conversation to a licensed team member with full history attached. The bot does not give financial advice; it collects and routes, so your people spend time on qualified conversations instead of first-touch triage.
Yes, to opted-in customers. Renewal reminders go out as approved templates and are seen in minutes, unlike the email that quietly lapses with the policy. Customers reply in the same chat to renew or ask questions, and the conversation routes to their advisor. Late reminders are lost renewals; WhatsApp closes that gap.
Yes. WhatsApp carries images and PDFs natively, so KYC documents, forms, and proofs arrive in the same conversation and sit on the contact's record. No portal logins and no email attachments hunting. Your team sees the document next to the conversation it belongs to.
Yes. Every contact carries a tracked consent record with date and source, opt-outs update automatically, and records export in a click when a reviewer asks. For a regulated business, that record-keeping is the difference between asserting compliance and demonstrating it. Confirm your retention obligations with your compliance team.
No. Connect your WhatsApp Business number, configure qualification flows and reminder templates from one dashboard, and go live. You supply the product information and compliance-approved wording; the technical side is handled.