template-builder

Policy change confirmation WhatsApp template
free example, ready for approval

Confirm a change to an insurance policy, like a new address, driver or coverage level, with effective date. Utility WhatsApp template.

Official template, maintained by Talqui

Hi Kim, we updated policy HP-30912: added Alex Kim as a driver. The change takes effect on Nov 10. If this was not you, call us right away.
Northwind Insurance
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95% approval rate

Share of submissions of this template that Meta approved.

Category
Utility
Industry
Insurance
Language
en_US

✳Approval tip

How to get this template approved

List exactly what changed and the effective date; summaries that read like a receipt are reliably categorized as utility.

Policy change confirmation message example

Hi {{first_name}}, we updated policy *{{policy_no}}*: {{change}}. The change takes effect on {{effective_date}}. If this was not you, call us right away.
Northwind Insurance

Variables

  • {{first_name}}Kim
  • {{policy_no}}HP-30912
  • {{change}}added Alex Kim as a driver
  • {{effective_date}}Nov 10

</>For developers

Create the policy change confirmation 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_policy_change_confirmation.json

{
  "name": "insurance_policy_change_confirmation",
  "language": "en_US",
  "category": "UTILITY",
  "body": {
    "text": "Hi {{first_name}}, we updated policy *{{policy_no}}*: {{change}}. The change takes effect on {{effective_date}}. If this was not you, call us right away."
  },
  "footer": {
    "text": "Northwind Insurance"
  },
  "buttons": [
    {
      "type": "PHONE_NUMBER",
      "text": "Call us",
      "phoneNumber": "+15550177"
    }
  ],
  "variables": {
    "first_name": {
      "example": "Kim"
    },
    "policy_no": {
      "example": "HP-30912"
    },
    "change": {
      "example": "added Alex Kim as a driver"
    },
    "effective_date": {
      "example": "Nov 10"
    }
  }
}

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_policy_change_confirmation",
  "language": "en_US",
  "category": "UTILITY",
  "parameter_format": "NAMED",
  "components": [
    {
      "type": "BODY",
      "text": "Hi {{first_name}}, we updated policy *{{policy_no}}*: {{change}}. The change takes effect on {{effective_date}}. If this was not you, call us right away.",
      "example": {
        "body_text_named_params": [
          {
            "param_name": "first_name",
            "example": "Kim"
          },
          {
            "param_name": "policy_no",
            "example": "HP-30912"
          },
          {
            "param_name": "change",
            "example": "added Alex Kim as a driver"
          },
          {
            "param_name": "effective_date",
            "example": "Nov 10"
          }
        ]
      }
    },
    {
      "type": "FOOTER",
      "text": "Northwind Insurance"
    },
    {
      "type": "BUTTONS",
      "buttons": [
        {
          "type": "PHONE_NUMBER",
          "text": "Call us",
          "phone_number": "+15550177"
        }
      ]
    }
  ]
}'

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