Every agent accountable
Agents work from their own logins. You see who owns each client and how fast they reply.
- Own login and role
- Assign or transfer with a note
- Team leaderboard
Real screen · demo workspace with example data
For insurers, brokers and agents · China
Stop losing quotes in agents’ phones.Track every policy enquiry to cover.EliteTeQ Inbox for insurers, brokers and insurance agents in China
Someone asks for a motor insurance quote on WhatsApp. The agent sends it, the client asks a question two days later, and the agent who knows the case is on leave.
EliteTeQ Inbox brings policy enquiries, quotes and renewals from WhatsApp, Facebook and Instagram into one shared inbox. Each client is assigned to an agent, tracked from quote to cover, and the conversation stays with the business. Staff in Guangzhou and Shenzhen or anywhere else answer from one +86 business number, with office hours on Beijing time (CST).
No credit card required · Plans from $29/month
WhatsApp or call +1 214 423 5355 · a person replies, usually in under 10 minutes
- Policy quotes
- Renewals and payments
- Claims questions and documents
- Agent and branch contacts
Already using it? Sign in
- The ad this customer tapped
- Lead stage, one tap
- Internal comment, never sent
- Time left to reply
Real screen · demo workspace with example data
Sound familiar? What insurance teams in China tell us
Our agents quote from personal phones. We can’t see who is following up.
EliteTeQ Inbox
Clients write to the company number and every quote stays in the shared inbox, with one agent responsible.
Quotes go out and nobody follows up before the client buys elsewhere.
EliteTeQ Inbox
Each client sits on a pipeline from enquiry to quote to cover. Waiting clients are flagged hot.
Claims questions and new sales arrive in the same chats.
EliteTeQ Inbox
Use categories, or a separate WhatsApp number with its own team for claims.
Every enquiry is a customer deciding where to spend. Don’t let yours wait.
One shared inbox for insurers, brokers and insurance agents in China.
EliteTeQ Inbox is a customer conversation and CRM platform. WhatsApp, Facebook Messenger, Instagram DMs and comments land in one workspace your whole team answers from.
Customers in China write in English, French and Arabic (overseas buyers), and your team replies in the same chat. Every enquiry below gets an owner, a stage and a follow-up:
Less switching between phones. More enquiries turned into customers.
Start Your Free TrialWith EliteTeQ Inbox, you can
- Policy quotes
- Renewals and payments
- Claims questions and documents
- Agent and branch contacts
What is a WhatsApp CRM for insurance?
A WhatsApp CRM for insurance is a shared inbox and lead pipeline for the messages insurers, brokers and insurance agents in China get every day. EliteTeQ Inbox connects your WhatsApp Business number, Facebook Page and Instagram account, lets several staff answer from their own logins, puts every customer on a pipeline (for example Enquiry, Details collected, Quote sent), and shows the owner who answered and how fast.
- One business number, many staff, each with their own login
- Every chat assigned to one person, with internal notes
- A pipeline named after your own steps
- Reports on reply speed, leads per day and ad sources
EliteTeQ Inbox at a glance
| Product | EliteTeQ Inbox, by EliteTeQ Softwares Limited (Nairobi, Kenya) |
|---|---|
| What it is | A WhatsApp team inbox and CRM |
| Channels | WhatsApp Business (official Cloud API, works alongside the WhatsApp Business app), Facebook Messenger, Instagram DMs, Facebook and Instagram comments |
| Works on | Any browser; installs on Android and iPhone |
| Price | From $29 a month; $59 Growth; $99 Business with unlimited people; a year costs 10 months |
| Free trial | 7 days, every feature open |
| WhatsApp numbers | 1 to 3 included by plan; up to 20 per business (Meta’s limit once the business is verified with Meta) |
| In China | +86 WhatsApp Business numbers, office hours on Beijing time (CST) |
| Languages | Customers write in English, French and Arabic (overseas buyers) |
| Setup | About 40 minutes, or done with you on WhatsApp |
| Last reviewed | 2026-11-01 |
How insurance teams use EliteTeQ Inbox
Real screens from our demo workspace, with example data.
Quotes and renewals on a pipeline
Move clients from quote to cover. Filter by agent or product category to see what is waiting.
- Stages you name yourself
- Categories for product
- Hot leads flagged
Real screen · demo workspace with example data
Sales and claims kept apart
Give sales and claims their own WhatsApp numbers and teams, in one workspace.
- Team per number
- Away messages by office hours
- Internal comments
Real screen · demo workspace with example data
A pipeline for insurance
An example you can set up in Settings → Pipeline stages and rename any time.
- Enquiry
- Details collected
- Quote sent
- Payment pending
- Covered
- Lost
Try It With My Team
No credit card required · Plans from $29/month
Get your team answering in a day
No installation and no long training.
Create your account
Register with your email. The 7-day trial opens every feature, no card needed.
Connect your channels
Link your Facebook Page and Instagram. We connect your +86 WhatsApp Business number with you on WhatsApp, on Beijing time (CST), in about 40 minutes.
Invite your team
Add staff with their own logins as Owner, Admin or Agent, whether they work in Guangzhou and Shenzhen or from home.
Set up your pipeline
Name the stages after how you work, for example: Enquiry → Details collected → Quote sent → Payment pending.
Start answering
Assign chats, follow up hot leads and watch the reports.
Create Your Free Account
No credit card required · Plans from $29/month
More than a shared inbox. A better way to manage your customer relationships.
A shared inbox helps your team see messages. EliteTeQ goes further, connecting every conversation to lead management, team coordination and sales visibility.
- Designed for teams
- Employees work with their own logins, roles and responsibilities.
- Conversations connected to customers
- Every message sits with the customer’s history and their stage on your pipeline, not as an isolated chat.
- Visibility for management
- See how your team handles enquiries, how fast they reply and where follow-ups are needed.
- Grows with your business
- Start with a small team, then add people, numbers and a bigger plan as you grow.
- Easy to get started
- Register online, explore every feature on the free trial, and set up your workspace without waiting for a salesperson.
Simple pricing. No complicated contracts.
The same plans for every industry in China, in US dollars: Starter $29, Growth $59, Business $99 a month. Paying yearly costs 10 months. 7-day free trial, no credit card. Meta’s WhatsApp charges, where they apply, are separate.
Try Growth free for 7 daysNo card needed · you choose the plan when you pay
Phones and personal chats vs EliteTeQ Inbox
The difference is that every enquiry has an owner and nothing depends on one phone, whether your team is in Guangzhou and Shenzhen or at home.
| Phones and personal chats | EliteTeQ Inbox |
|---|---|
| Whoever holds the phone answers | Every staff member answers from their own login |
| Two people reply to the same customer | Each chat is assigned to one person |
| Quotes and follow-ups forgotten | Waiting chats and hot leads are flagged |
| Instagram, Facebook and WhatsApp on different devices | Every channel in the same list |
| No idea how fast customers get an answer | Reply speed and leads per person in reports |
EliteTeQ Inbox in China
EliteTeQ Inbox works for insurers, brokers and insurance agents in China on your existing +86 WhatsApp Business number. Customers see your business name as they do today, and your team answers from Guangzhou and Shenzhen or anywhere else.
WhatsApp isn’t used for domestic business in mainland China, where customers use WeChat. EliteTeQ Inbox is for Chinese exporters and trading companies whose overseas buyers in Africa and the Middle East message them on WhatsApp, so the whole sales team can follow every buyer.
Overseas buyers write in English, French, Arabic, Swahili and more. Your sales team replies in the buyer’s language; template messages can be created in English, French or Swahili.
Office hours are set day by day for each number. A common setup in Shenzhen or Guangzhou: weekdays open, Saturday mornings open, Sunday closed. Anyone who writes while you are closed gets your away message, at most once every 12 hours, and the chat waits at the top of the list for the morning.
Selling on WhatsApp in China
Guangzhou and Shenzhen carry wholesale and trade-fair volume; Beijing and Shanghai carry retail.
Shenzhen
Guangdong Province · a technology manufacturing and trade hub
Electronics manufacturing and trade give an unusually large share of wholesale and business-to-business activity alongside retail, with Hong Kong proximity adding cross-border flows. The binding constraint is wholesale speed with fapiao invoicing and wallet settlement. Shenzhen's economy centres on electronics manufacturing and trade, which gives it an unusually large share of wholesale and business-to-business activity alongside retail, and a customer base accustomed to rapid digital transactions. Enquiries to insurance teams in Shenzhen go to the right desk, with general questions in chat and sensitive details kept out.
Guangzhou
Guangdong Province · a major trade and wholesale centre in southern China
Large-scale wholesale markets and trade fairs draw international buyers placing bulk orders, making order tracking and multi-language interaction more important than typical retail features. The binding constraint is bulk order management under fapiao rules. Guangzhou is one of China's great wholesale trading cities, hosting large-scale markets and trade fairs that draw international buyers, so bulk pricing, order tracking and multi-language customer interaction matter more here than typical retail features. Enquiries to insurance teams in Guangzhou go to the right desk, with general questions in chat and sensitive details kept out.
Chengdu
Sichuan Province · the capital of Sichuan and western China's largest consumer market
A large food and leisure economy and dense mall retail sit alongside each other, and customers scan to pay almost every time. Chengdu is western China's main commercial centre, with a large food, tea-house and leisure economy and dense mall retail. Customers pay by scanning QR wallets almost by default, and invoicing runs through the state fapiao system. Enquiries to insurance teams in Chengdu go to the right desk, with general questions in chat and sensitive details kept out.
EliteTeQ Inbox in every city of China
- ShanghaiShanghai Municipality · China's largest commercial and financial centre
- BeijingBeijing Municipality · China's capital and a major commercial centre
- ShenzhenGuangdong Province · a technology manufacturing and trade hub
- GuangzhouGuangdong Province · a major trade and wholesale centre in southern China
- ChengduSichuan Province · the capital of Sichuan and western China's largest consumer market
Reviewed by the EliteTeQ team ·
Questions businesses ask us
Not answered here? A person from our team replies on WhatsApp.
Ask a humanIs there a WhatsApp CRM for insurance in China?
Yes. Insurance teams in China use EliteTeQ Inbox with their own +86 WhatsApp Business number. Staff in Guangzhou, Shenzhen or anywhere else answer from their own logins, customers write in English, French and Arabic (overseas buyers), and office hours run on Beijing time (CST). Plans start at $29 a month with a 7-day free trial.
Is it safe for client information?
Access tokens are stored encrypted and every person signs in with their own login and role. EliteTeQ Inbox is not certified for insurance or financial-services regulation, so avoid collecting ID numbers and bank details over chat and follow your regulator’s rules.
Can we send renewal reminders?
Yes, as approved WhatsApp templates sent to each client who agreed to hear from you. There are no mass broadcasts.
Does it connect to our policy system?
No ready-made integration. The EliteTeQ API (in early access) lets a developer add leads and send templates from your own system.
Can several staff use the same WhatsApp number?
Yes. Everyone signs in with their own login, on a computer or phone, and each chat is assigned to one person. The WhatsApp Business app on your phone can stay connected.
How much does it cost?
Starter is $29 a month for 1 WhatsApp number and 3 people, Growth $59 for 2 numbers and 6 people, and Business $99 for 3 numbers and unlimited people. Every plan starts with a 7-day free trial.
WhatsApp rules on this page, from Meta:WhatsApp Business Platform pricing (Meta)Messaging limits (Meta)Message templates (Meta)Business phone numbers and limits (Meta)About the WhatsApp Business Platform (Meta)
Every insurance enquiry is an opportunity. Don’t let yours get lost in China.
Bring your channels, your team and every customer conversation into one organised workspace.
No credit card required · Plans from $29/month
Or WhatsApp us on +1 214 423 5355