RCS template · Utility

Document Request 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 documents are needed for a proposal or claim. For insurance agents, brokers and advisors, this is one of the everyday messages that keeps policyholders informed without a phone call. It can be sent manually from a panel at first and automated later through an API.

Renewals, claim support and policy documents are the moments that build long-term relationships and referrals.

The RCS Template

Rich card · Verified sender: [Business Name]

Document Request

Dear {customer}, to complete your {purpose}, please share {documents} by {date}. You can upload them securely here: {link}

Upload documentsCall us

SMS fallback (India, DLT format)

Dear {#var#}, to complete your {#var#}, please share {#var#} by {#var#}. You can upload them securely here: {#var#}

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
{purpose}	Purpose	health insurance proposal
{documents}	Documents	your Aadhaar and recent medical reports
{date}	Date	22 Oct
{link}	Link	https://example.com/u/IN2

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.
Purpose (sample: health insurance proposal): Keep the value short and specific; test the longest realistic value to check the message still reads well.
Documents (sample: your Aadhaar and recent medical reports): Keep the value short and specific; test the longest realistic value to check the message still reads well.
Date (sample: 22 Oct): Write dates in an unambiguous form such as 14 Oct or 14 Oct 2026; avoid formats like 10/11 that customers read differently.
Link (sample: https://example.com/u/IN2): Use your own short, recognisable domain; for SMS in India the domain must be whitelisted on DLT, and each variable is usually limited to 30 characters.

This template has 5 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

Promotional rich cards go only to customers who have agreed to receive them.
Your brand (name, logo and description) is verified with the RCS provider before launch.
Suggested replies and actions are short (25 characters or fewer per chip) and each one leads somewhere useful.

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

Keep one purpose per message; if you need to send a reminder and a document, the reminder should still make sense on its own.
Use the customer's name and a reference number so the message is easy to trust and to search for later.

Need this RCS template set up?

We register, submit and connect templates for you, and send test messages before launch.

WhatsApp Us Call +91 88890 28885 Enquiry Form

Quotes in USD for international clients.

Questions About This Template

When should a insurance advisory send the document request message?

Send when documents are needed for a proposal or claim. If customers reply, make sure someone on your team monitors and answers.

Do RCS messages need brand verification?

Yes. RCS business messages are sent from a verified brand profile with your name and logo, which needs to be approved before launch.

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.