template-builder

Policy renewal reminder WhatsApp template
free example, ready for approval

Remind policyholders that their insurance renews soon, with policy number, date and premium. Utility template with a renew link.

Official template, maintained by Talqui

Policy renewal
Hi Laura, your home policy HP-30912 renews on Dec 1. The premium is $612.00. Review and confirm to avoid a gap in coverage.
Northwind Insurance
Renew policy
Talk to an agent
Open in playground

79% 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

Tie the message to a specific policy number and date to keep it utility. Add cross-sell and it becomes marketing.

Policy renewal reminder message example

Policy renewal
Hi {{first_name}}, your {{policy_type}} policy *{{policy_no}}* renews on {{renewal_date}}. The premium is {{premium}}. Review and confirm to avoid a gap in coverage.
Northwind Insurance

Variables

  • {{first_name}}Laura
  • {{policy_type}}home
  • {{policy_no}}HP-30912
  • {{renewal_date}}Dec 1
  • {{premium}}$612.00
  • {{ref}}HP30912

</>For developers

Create the policy renewal reminder 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_renewal_reminder.json

{
  "name": "insurance_policy_renewal_reminder",
  "language": "en_US",
  "category": "UTILITY",
  "header": {
    "type": "TEXT",
    "text": "Policy renewal"
  },
  "body": {
    "text": "Hi {{first_name}}, your {{policy_type}} policy *{{policy_no}}* renews on {{renewal_date}}. The premium is {{premium}}. Review and confirm to avoid a gap in coverage."
  },
  "footer": {
    "text": "Northwind Insurance"
  },
  "buttons": [
    {
      "type": "URL",
      "text": "Renew policy",
      "url": "https://northwindinsurance.com/renew/{{ref}}"
    },
    {
      "type": "QUICK_REPLY",
      "text": "Talk to an agent"
    }
  ],
  "variables": {
    "first_name": {
      "example": "Laura"
    },
    "policy_type": {
      "example": "home"
    },
    "policy_no": {
      "example": "HP-30912"
    },
    "renewal_date": {
      "example": "Dec 1"
    },
    "premium": {
      "example": "$612.00"
    },
    "ref": {
      "example": "HP30912"
    }
  }
}

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_renewal_reminder",
  "language": "en_US",
  "category": "UTILITY",
  "parameter_format": "NAMED",
  "components": [
    {
      "type": "HEADER",
      "format": "TEXT",
      "text": "Policy renewal"
    },
    {
      "type": "BODY",
      "text": "Hi {{first_name}}, your {{policy_type}} policy *{{policy_no}}* renews on {{renewal_date}}. The premium is {{premium}}. Review and confirm to avoid a gap in coverage.",
      "example": {
        "body_text_named_params": [
          {
            "param_name": "first_name",
            "example": "Laura"
          },
          {
            "param_name": "policy_type",
            "example": "home"
          },
          {
            "param_name": "policy_no",
            "example": "HP-30912"
          },
          {
            "param_name": "renewal_date",
            "example": "Dec 1"
          },
          {
            "param_name": "premium",
            "example": "$612.00"
          }
        ]
      }
    },
    {
      "type": "FOOTER",
      "text": "Northwind Insurance"
    },
    {
      "type": "BUTTONS",
      "buttons": [
        {
          "type": "URL",
          "text": "Renew policy",
          "url": "https://northwindinsurance.com/renew/{{1}}",
          "example": [
            "https://northwindinsurance.com/renew/HP30912"
          ]
        },
        {
          "type": "QUICK_REPLY",
          "text": "Talk to an agent"
        }
      ]
    }
  ]
}'

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