Getting Started
Getting started with Instly CRM on WhatsApp
Instly CRM runs on WhatsApp through an AI assistant called Sage. This guide explains how to set up your brokerage on WhatsApp and what Sage can do for your team.
Instly CRM is built around a single insight: insurance brokers already live in WhatsApp. Rather than asking your team to adopt a new tool, we brought the CRM to where they already work.
Meet Sage
Sage is the AI assistant that runs inside your WhatsApp group. Ask Sage what renewals are coming up, which clients haven't been contacted recently, or what needs your attention today. Sage pulls from your client database and answers in plain language.
Approval before sending
Nothing goes to a client until you approve it. Sage drafts messages and flags them for your review. You tap approve and it sends. This keeps your team in control of every client communication.