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Lead Notifi · WhatsApp Template
UTILITYInsurance & Finance

Policy Issued Confirmation — WhatsApp Template

Sent immediately after underwriting completes and a new policy is issued to the customer.

Hi Priya Sharma, your health insurance policy (number #POL-88421) has been issued successfully.
4:33 AM
View Policy

Template JSON

template.json
{
  "name": "policy_issued_confirmation",
  "parameter_format": "POSITIONAL",
  "components": [
    {
      "type": "HEADER",
      "format": "IMAGE",
      "example": {
        "header_handle": [
          "https://cdn.leadnotifi.com/template_assets_ln/no-preview.svg"
        ]
      }
    },
    {
      "type": "BODY",
      "text": "Hi *{{1}}*, your *{{2}}* policy (number *{{3}}*) has been issued successfully.",
      "example": {
        "body_text": [
          [
            "Priya Sharma",
            "health insurance",
            "#POL-88421"
          ]
        ]
      }
    },
    {
      "type": "FOOTER",
      "text": "Thank you for choosing us."
    },
    {
      "type": "BUTTONS",
      "buttons": [
        {
          "type": "URL",
          "text": "View Policy"
        }
      ]
    }
  ],
  "language": "en_US",
  "category": "UTILITY"
}

Customizing this template

The {{n}} placeholders map to real policy, claim, and financial-product fields when sent through Lead Notifi. Wording, header, and button labels can still be adjusted before submitting to Meta for approval.

Frequently asked questions

How quickly is a new policy issued after I apply?+
Most policies are issued within 24-48 hours of underwriting approval, and you will receive a confirmation message with your policy number.
Can I get a copy of my policy document anytime?+
Yes, you can download your policy document at any time through the link shared in your confirmation message or by contacting your advisor.

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