template-builder

Annual coverage review offer WhatsApp template
free example, ready for approval

Invite customers to a free annual coverage review on WhatsApp to spot gaps and savings. Marketing template for insurance brokers.

Official template, maintained by Talqui

Hi Beth, it has been a year since your last coverage check. Life changes, and your protection should too. Book a free 15-minute review with Jordan to see if you can save or close any gaps.
Reply STOP to opt out
Book my review
Not now
Open in playground

87% approval rate

Share of submissions of this template that Meta approved.

Category
Marketing
Industry
Insurance
Language
en_US

✳Approval tip

How to get this template approved

Offer one clear action, like booking a 15-minute call. Mentioning that the review is free and non-binding lowers opt-out rates.

Annual coverage review offer message example

Hi {{first_name}}, it has been a year since your last coverage check. Life changes, and your protection should too. Book a free 15-minute review with {{agent_name}} to see if you can save or close any gaps.
Reply STOP to opt out

Variables

  • {{first_name}}Beth
  • {{agent_name}}Jordan

</>For developers

Create the annual coverage review offer template on Meta, free

The template as JSON for @talqui-oss/template-builder, and the Cloud API request that creates it. Replace the $ variables with your account values.

insurance_coverage_review_offer.json

{
  "name": "insurance_coverage_review_offer",
  "language": "en_US",
  "category": "MARKETING",
  "body": {
    "text": "Hi {{first_name}}, it has been a year since your last coverage check. Life changes, and your protection should too. Book a free 15-minute review with {{agent_name}} to see if you can save or close any gaps."
  },
  "footer": {
    "text": "Reply STOP to opt out"
  },
  "buttons": [
    {
      "type": "QUICK_REPLY",
      "text": "Book my review"
    },
    {
      "type": "QUICK_REPLY",
      "text": "Not now"
    }
  ],
  "variables": {
    "first_name": {
      "example": "Beth"
    },
    "agent_name": {
      "example": "Jordan"
    }
  }
}

Create with the Meta Cloud API

curl -X POST "https://graph.facebook.com/v26.0/$WABA_ID/message_templates" \
  -H "Authorization: Bearer $META_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "insurance_coverage_review_offer",
  "language": "en_US",
  "category": "MARKETING",
  "parameter_format": "NAMED",
  "components": [
    {
      "type": "BODY",
      "text": "Hi {{first_name}}, it has been a year since your last coverage check. Life changes, and your protection should too. Book a free 15-minute review with {{agent_name}} to see if you can save or close any gaps.",
      "example": {
        "body_text_named_params": [
          {
            "param_name": "first_name",
            "example": "Beth"
          },
          {
            "param_name": "agent_name",
            "example": "Jordan"
          }
        ]
      }
    },
    {
      "type": "FOOTER",
      "text": "Reply STOP to opt out"
    },
    {
      "type": "BUTTONS",
      "buttons": [
        {
          "type": "QUICK_REPLY",
          "text": "Book my review"
        },
        {
          "type": "QUICK_REPLY",
          "text": "Not now"
        }
      ]
    }
  ]
}'

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