The reality
People comparing policies or loans online are wary of spam calls. A polite, personal WhatsApp builds trust faster than a cold call from an unknown number. And the real money is in renewals and follow-ups that are easy to forget.
How advisors use Ridhzo
A professional first message in seconds
Tap WhatsApp on the lead and send a ready template:
Hi {{first_name}}, thanks for checking term insurance options with us. To share an accurate quote, could you confirm your age and the cover amount you're looking for?
Or tap Draft with AI for a reply in Hindi, Hinglish or English based on what the lead asked.
Renewals and reviews on time
- Add custom fields like Policy type, Sum assured, Renewal date and Documents received.
- Set follow-ups for renewal dates, tax-saving season and document collection — your phone reminds you on time.
- Filter "Renewal date in the next 30 days" and save it as a view.
Documents in one place
Keep KYC documents, quotes and policy PDFs as attachments on the lead.
A complete history
Every note, call, message and status change is on the lead's timeline, and important changes are recorded in the audit log.
Great for solo advisors
Start on the Free plan with your personal WhatsApp — no Business API needed. Import your existing contacts from Excel in minutes. Move to Starter when you add a teammate or need more than 300 leads.