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FINANCE & INSURANCE

Automate Client Interactions & Build Trust

Simplify client onboarding, policy reminders, and support with secure, automated WhatsApp and Instagram flows. Spur helps you engage clients, reduce manual work, and deliver a seamless digital experience.

Finance and insurance chatbot for customer support
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Trusted by 1000s of businesses worldwide

Convert Inquiries Into Customers Faster

Automated Onboarding & Lead Capture

Move sign-ups and KYC online with automated chat flows. Pre-fill policy details, collect documents, and verify information securely—right on WhatsApp or Instagram. Reduce drop-offs by engaging leads instantly with WhatsApp or Instagram automation. Convert inquiries to happy customers and expand digital reach.

  • Automate lead capture and onboarding with secure digital flows.
  • Collect documents and verify details instantly.
  • Reduce manual follow-ups and speed up conversions.
Client onboarding interface on WhatsApp
Automated payment and policy reminders
Timely Reminders & Updates

Never Miss a Payment or Policy Renewal

Improve client retention by sending automated reminders for key financial deadlines. Notify customers about upcoming premium due dates, EMIs, or renewals. Reduce policy lapses by automating manual reminders. Deliver timely service for accurate updates, claim statuses, and more.

  • Send reminders for payments, renewals, and appointments.
  • Automate policy updates and claim notifications.
  • Personalize messages for higher engagement.
Simplified Client Support

Fast, Reliable, & Secure Communication

Manage all messaging from one inbox, with unlimited history—no matter how many team members you have. Answer FAQs, resolve issues, and provide instant support. Assign messages to the right agents to keep your team efficient. Build credibility, strengthen relationships, and keep things secure and auditable.

  • Centralize all client conversations with strong privacy and audit controls.
  • Automate responses to FAQs and common requests.
  • Assign chats to the right team members for faster resolution.
Secure client support dashboard
Financial services automation dashboard
End-to-End Automation for Financial Services

Streamline Every Step of the Customer Journey

Streamline every step in the customer journey. Automate KYC capture and onboarding to reduce drop-offs. Send payment reminders and policy updates to increase retention. Centralize all client communication for faster and more efficient service.

  • Automate onboarding, reminders, and support.
  • Centralize communication and improve efficiency.

See It In Action – Scan to Try the Flow!

Scan the code to see how Spur automates client onboarding, reminders, and support for finance and insurance. See the features keeping your business secure and efficient.

What Our Customers Are Saying

5.0
5.0
Renards Skutels

Renards Skutels

Founder at Multiple Brands

The best WhatsApp marketing app so far found by me. Best customer support I could ever imagine! They are very responsive and SPUR team is open for any future improvements. They have the whole automation section with pre-made ready to deploy automations, broadcasts works perfect and they have plenty of other marketing tools worth to try.

June 8, 2024 · Latvia
Automate broadcasts & drip campaigns—go from idea to launch without the hassle.
Marketing Team

Marketing Team

Founder at Style N Flaunt

After trying so many api providers, finally, I got the right one, Spur. They have a very simple dashboard and excellent customer support for any issues. I am really very impressed with their services. Special thanks to Mr. Royal for prompt reply and support.

November 26, 2024 · India
Automate broadcasts & drip campaigns—go from idea to launch without the hassle.
Akshay

Akshay

Founder at Saadaa

The SPUR team's quick responses and proactive assistance were very helpful. They efficiently addressed our questions, providing clear and concise answers.

June 8, 2024 · India
Proactive, helpful support—no waiting, no runaround
Guillaume Tripet

Guillaume Tripet

Founder at RITE.®

Good app for Whatsapp upsells with nice UX and support

June 19, 2024 · India
We always work on improving the app to make it better for you.

Anonymous

Founder at D2C Brand

Too complicated to set up. Can't receive OTP, no luck. It's confusing I don't get it.

June 8, 2024 · India
To anyone who's facing setup challenges or confusion: Don't hesitate to get in touch! We're here to help you get the most out of our product—every step of the way.

Frequently asked questions

Can’t find the answer you’re looking for? Reach out to us on email: spurchatbot@gmail.com or whatsapp: +918595690644