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ConvoSync
For insurance and lending · Agents · Brokers · Loan officers

Save client WhatsApp chats to your CRM, with every promise.

Quotes, documents and renewal requests come in on WhatsApp. ConvoSync saves those chats, with a short summary, to the client's record.

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Insurance agent going through a policy with a client
IN SHORT

Insurance agents, brokers and loan officers share quotes, collect documents and answer claim questions on WhatsApp. Those chats rarely reach the CRM, so renewals slip and nobody knows what the client was told. ConvoSync saves each chat to the client's record with an AI summary of products, documents and promises.

The renewal nobody saw coming

One client, one promise, and a renewal about to be lost

The CRM says the policy is active and a reminder was sent. The client thinks you forgot him. The request, the promise and the documents were all on WhatsApp.

In the CRM
Vikram S. · Client
Family health insurance · Renewal 12 Nov
StatusActive
Last contactMarch
AdvisorNeha (moved branch)
Open requestsNone
"Renewal reminder sent."
What gets lost

What disappears when client conversations stay on agents' phones

Quotes and options discussed

Which products, cover amounts and premiums the client was shown.

"Three options quoted"

Documents received

IDs, income proof and medical reports sent as attachments.

"Sent her ID and medical report"

Promises made

Quotes, callbacks and changes the agent agreed to.

"I'll send the quote by October"

Loan application status

What the lender still needs, and what the client was told.

"Bank needs 6 months' statements"

Claim updates

Bills, approvals and questions during a claim.

"Hospital bills uploaded"

What the client was told

Answers to "Is this covered?" that matter later.

"Is my mother covered from day one?"
What ConvoSync captures

A clear record of every client conversation

Each synced conversation lands on the right record with an AI summary of what matters, plus the full chat.

  • Products discussed: policies, loans, cover and amounts.
  • Documents: what was received and what's still missing.
  • Commitments: quotes, callbacks and deadlines promised.
  • Next step: renewal, disbursal or claim follow-up.

The AI summary is set up during onboarding to match how your team works. It runs on your own AI provider account, and every summary is reviewed before it's saved.

VS
Vikram S.
Client · Family health insurance · Your CRM
✓ Synced today
AI summary
RequestAdd mother at renewal
DocumentsID, medical report ✓
PromiseQuote by October · missed
Renewal12 Nov
Renewal at risk Quote overdue Upsell: senior cover

Client asked on 14 Mar to add his mother (62) at renewal, and sent her documents on 20 Mar. A new quote was promised by October but hasn't been sent. Renewal is due 12 Nov and he's considering other insurers. Send the quote today.

whatsapp-vikram-s.mdAttachment
Who it's for

Who uses ConvoSync in insurance and lending

Insurance agents and advisors

Keep quotes, policy questions and renewals on the client record.

Insurance brokers

See every client conversation across your team, not just your own.

Loan officers and loan agents (DSAs)

Track which documents each applicant has sent and what's still missing.

Branch and sales managers

See what clients were promised, and keep history when advisors move.

How it works

How ConvoSync gets WhatsApp chats into your CRM

Your team keeps using WhatsApp the way clients prefer. Works with Zoho CRM today, and other CRMs through a custom integration.

1

Agents chat as usual

On their own number or a business one. ConvoSync runs next to WhatsApp Web.

2

Matched to the client

The phone number is matched to the client or applicant in your CRM.

3

Summarised and reviewed

The AI summary picks out products, documents, promises and next steps. The agent checks it.

4

Saved to the record

The summary and the full chat as a .md file land on the client record.

Data and privacy. ConvoSync only reads chats with clients already in your CRM and assigned to that user; personal chats are never read. Conversations go to your system, not to us; we hold user accounts, settings and sync logs. If AI summaries are on, chat text is processed by the AI provider you choose, and you can switch AI off. ConvoSync helps you keep a written record of client conversations. It isn't a regulatory compliance or archiving product, so check your record-keeping obligations with your compliance team. How we handle your data →
Questions

WhatsApp for insurance and loans: common questions

How can insurance agents keep a record of WhatsApp conversations with clients?

Save each conversation to the client's record in your CRM. ConvoSync runs next to WhatsApp Web, matches the chat to the client by phone number and saves an AI summary plus the full conversation as a Markdown (.md) file, so anyone can see what was discussed and promised.

Can loan agents track document collection on WhatsApp?

Yes. The AI summary can list which documents a client has sent on WhatsApp and which are still missing, saved to the client or application record in your CRM. Capturing the document files themselves can be added as a custom option.

Does ConvoSync help with compliance?

ConvoSync gives you a written record of client conversations on the client record, which helps when questions come up later. It isn't a regulatory compliance or archiving product designed to meet specific rules, so check your obligations with your compliance team.

Does it work with agents' personal WhatsApp numbers?

Yes. ConvoSync works with whichever personal or WhatsApp Business app account is linked to WhatsApp Web on the user's laptop. No new number and no WhatsApp Business API account are needed.

Which CRM does ConvoSync work with?

ConvoSync has a ready connector for Zoho CRM. Other CRMs and industry systems can be connected through a custom integration built on that system's API.

Does ConvoSync send renewal reminders or payment alerts on WhatsApp?

No. ConvoSync captures and saves conversations; it doesn't send messages. For automated reminders and alerts from a company number you'd use the WhatsApp Business API, and many teams use both.

Will it read agents' personal chats?

No. ConvoSync only reads conversations with clients already in your CRM and assigned to that user. Personal chats are never read.

WhatsApp for real estate → WhatsApp for education → All industries →
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See a client chat saved to your CRM.

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