RCS template · Utility
Policy Issued 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 a new policy is issued. 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
Policy Issued
Dear {customer}, your {policy} policy with {insurer} has been issued. Policy no. {policy_no}. Download your policy document: {link}SMS fallback (India, DLT format)
Dear {#var#}, your {#var#} policy with {#var#} has been issued. Policy no. {#var#}. Download your policy document: {#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 |
| {policy} | Policy | health insurance |
| {insurer} | Insurer | your insurer |
| {policy_no} | Policy no | XXXX9921 |
| {link} | Link | https://example.com/p/IN1 |
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.
- Policy (sample: health insurance): Keep the value short and specific; test the longest realistic value to check the message still reads well.
- Insurer (sample: your insurer): Keep the value short and specific; test the longest realistic value to check the message still reads well.
- Policy no (sample: XXXX9921): Use the same reference format that appears on your invoices, receipts or software, so customers and staff can match it quickly.
- Link (sample: https://example.com/p/IN1): 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 131 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
- Suggested replies and actions are short (25 characters or fewer per chip) and each one leads somewhere useful.
- 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.
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.
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 policy issued message?
Send when a new policy is issued. 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.
Related Templates
More RCS templates for Insurance Agents & Brokers
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