RCS template · Utility
Claim Status Update RCS Template for Insurance Agents & Brokers
A ready-to-adapt RCS message for insurance agents, brokers and advisors, with placeholders, sample values and compliance notes.
When to Send This Message
Send when the status of an assisted claim changes. For insurance agents, brokers and advisors, this is one of the everyday messages that keeps policyholders informed without a phone call. It works best when it is triggered automatically from your booking, billing or CRM software.
Insurance buyers want advice they can trust and reminders they will not miss.
The RCS Template
Claim Status Update
Dear {customer}, update on your claim {claim_no}: {status}. [Business Name] will keep you informed. Call {phone} for help.SMS fallback (India, DLT format)
Dear {#var#}, update on your claim {#var#}: {#var#}. [Business Name] will keep you informed. Call {#var#} for help.Replace [Business Name] with your registered brand name. Links shown use example.com as a placeholder; use your own domain.
Placeholders and Sample Values
| Placeholder | Meaning | Sample value |
|---|---|---|
| {customer} | Customer | Mr. Tiwari |
| {claim_no} | Claim no | CL-5512 |
| {status} | Status | documents received by the insurer |
| {phone} | Phone | 98XXXXXXXX |
Filling in each placeholder
- Customer (sample: Mr. Tiwari): Use the first name or the salutation the customer gave you; fall back to a neutral greeting if the field is empty.
- Claim no (sample: CL-5512): Use the same reference format that appears on your invoices, receipts or software, so customers and staff can match it quickly.
- Status (sample: documents received by the insurer): Keep the value short and specific; test the longest realistic value to check the message still reads well.
- Phone (sample: 98XXXXXXXX): Use a number the customer can actually reach during business hours, ideally one already shown on your website.
This template has 4 placeholders and a body of 122 characters before values are filled in. RCS card descriptions can be longer than SMS, but the first line should still carry the key information, as previews are truncated.
Category and Approval
Service updates like this suit RCS well because a card can carry buttons such as confirm, reschedule or get directions. The message must still relate to the customer's existing transaction.
Compliance Checklist
- An SMS fallback is configured, and in India the fallback text uses a DLT-registered template.
- Images are clear, sized as the provider recommends, and do not hide important information that is missing from the text.
- Promotional rich cards go only to customers who have agreed to receive them.
Rules to keep in mind for Insurance Agents & Brokers
IRDAI regulations govern how insurance is advertised and sold, including rules on advertisements and requirements to state the insurer's name, registration and that insurance is the subject matter of solicitation. Agents must use approved material and never guarantee claim outcomes.
General guidance, not legal advice. Rules change, so confirm current requirements before launch. See our RCS compliance guide for India.
Tips for Better Results
- Use the customer's name and a reference number so the message is easy to trust and to search for later.
- Send it as close as possible to the event it relates to, such as right after booking or the day before an appointment.
Where this message fits for Insurance Agents & Brokers
Insurance buyers compare quotes online or through brokers, ask about cover, exclusions and claims processes, and buy around renewal dates or life events such as buying a car, home or having a child. Renewal is the critical moment, as many customers switch if not contacted early.
Search and comparison sites drive quotes; WhatsApp answers cover questions and collects documents; SMS sends renewal reminders and claim status; voice calls handle complex sales and claims; email delivers policy documents.
Campaign ideas that pair with this template
- Renewal reminders 45, 30 and 7 days before expiry
- Claim status updates by WhatsApp
- Life event campaigns, such as new car or new home cover
Need this RCS template set up?
We register, submit and connect templates for you, and send test messages before launch.
Questions About This Template
When should a insurance advisory send the claim status update message?
Send when the status of an assisted claim changes. Automate it from your software where possible so it is never forgotten.
What happens if the customer's phone does not support RCS?
The message falls back to SMS. In India the fallback must use a DLT-registered template, which is why this page includes the SMS version.
Can I add images to this message?
Yes. A rich card can include an image or short video. Keep important details in the text as well, since not everyone views the image.
Can DND Teams set this up for my insurance advisory?
Yes. We adapt the template to your business, register or submit it, and connect it to your software or our panel. Share your use case on WhatsApp or through the form.
Related Templates
More RCS templates for Insurance Agents & Brokers
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