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Policy surrender quote

Quote for surrender value when a customer requests early termination of a savings policy.

Insuranceutility#surrender#quote#policy

Best-practice notes

IRDAI requires a clear disclosure of guaranteed vs special surrender value and any TDS deduction. Keep the WhatsApp message short and link to the full statement.

Preview

Hi Bharti, the indicative surrender value for policy PL-LIC-771121 is ₹2,12,400. Final payout will be net of TDS, if applicable. View the full statement below.

View statement

Component structure

  • BODY

    Hi {{1}}, the indicative surrender value for policy {{2}} is {{3}}. Final payout will be net of TDS, if applicable. View the full statement below.

  • BUTTONS
    • URL View statement → https://example.com/surrender/{{1}}

Variables

These placeholders get substituted at send time. You fill them with values from your contact attributes, order data, or any integration field.

  • {{1}}

    Policyholder first name

    e.g. Bharti

  • {{2}}

    Policy number

    e.g. PL-LIC-771121

  • {{3}}

    Surrender value with currency

    e.g. ₹2,12,400

Clone this template into your own WABA

  1. Sign up for a free Waxiomatic account.
  2. Connect your WhatsApp Business Account (Embedded Signup, ~15 minutes).
  3. Hit Clone on this template — we map the variables, run AI spam-check, and submit to Meta for you.
  4. Meta approves in 1–24h. Start sending.
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