Use cases / Make the most of car insurance switching season

Switching season: be the first message they see

The situation

Every November, the same race: your customers can switch their car insurance until the 30th, and the comparison sites start flooding every channel in October. If you don't call your clients until mid-November, you'll reach many of them too late - an online quote tool got there first and the policy is gone.

How SmartChat solves it

With SmartChat, you send your entire auto insurance book a personal WhatsApp message in early November - with their first name, the deadline, and your offer of a rate check. At a 98% open rate you beat every comparison site ad, and the replies all land in your chat, where you work through them one by one.

Set up in 3 steps

  1. 1

    Tag your auto insurance clients: collect them in a dedicated list - set it up once and reuse it every switching season.

  2. 2

    Send your seasonal message: in early November, your template with the deadline and rate-check offer goes out to everyone - personalized with their first name.

  3. 3

    Work through the requests: whoever replies gets their comparison quote right in the chat - and signs with you instead of the comparison site.

Best suited for

Insurance brokersInsurance agenciesCar dealershipsIndependent car dealersAuto repair shopsFinancial advisors

Womit du das umsetzt

FAQs

Is a single message enough during switching season?

Usually yes - at a 98% open rate, practically everyone sees your message. Anyone who doesn't respond gets a second reminder shortly before the deadline - you can automate that on the Basic plan and up.

How fast can I get started?

SmartChat is ready to go in under 60 seconds. You write the seasonal template once - after that, it's waiting for you again every November.

What does sending to my whole book of business cost?

Meta bills the WhatsApp fees directly to you, and SmartChat charges no markup. Your plan starts at 299 euros a month - with unlimited contacts, no matter how large your auto insurance book is.

Am I allowed to message existing clients about switching season?

As soon as your clients have signed up via double opt-in, sending is GDPR-compliant. You collect that confirmation once - for example during your next client conversation or when a claim comes in.

Start for free today

Enter your website - your WhatsApp marketing is live in under 60 seconds.

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