For insurers, brokers and agents · Malaysia

Stop losing quotes in agents’ phones.Track every policy enquiry to cover.EliteTeQ Inbox for insurers, brokers and insurance agents in Malaysia

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 Kuala Lumpur and Penang or anywhere else answer from one +60 business number, with office hours on Kuala Lumpur time (MYT).

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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
EliteTeQ Inbox chat screen: the list of customer chats with unread counts and the teammate on each, and an open Messenger chat that started from an ad, with an automatic greeting, a staff reply, an internal comment, the lead stage and the reply-window timer
  1. The ad this customer tapped
  2. Lead stage, one tap
  3. Internal comment, never sent
  4. Time left to reply
A chat on the phone that started from an Instagram ad, with replies from the Instagram app and from a teammate

Real screen · demo workspace with example data

Sound familiar? What insurance teams in Malaysia tell us

  1. Our agents quote from personal phones. We can’t see who is following up.

    EliteTeQ Inbox

    An open customer chat in EliteTeQ Inbox showing the ad it came from, an automatic greeting, a staff reply and an internal comment to the owner

    Clients write to the company number and every quote stays in the shared inbox, with one agent responsible.

  2. Quotes go out and nobody follows up before the client buys elsewhere.

    EliteTeQ Inbox

    Pipeline filtered to hot leads, with reasons like New from an ad and Waiting for your reply

    Each client sits on a pipeline from enquiry to quote to cover. Waiting clients are flagged hot.

  3. Claims questions and new sales arrive in the same chats.

    EliteTeQ Inbox

    EliteTeQ Inbox chat list with views for All, Mine, Unassigned and Unread, filters by stage, team and category, and each chat’s channel, unread count and teammate

    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 Malaysia.

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 Malaysia write in Malay, English, Mandarin and Tamil, 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 Trial

With 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 Malaysia 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

EliteTeQ Inbox at a glance
ProductEliteTeQ Inbox, by EliteTeQ Softwares Limited (Nairobi, Kenya)
What it isA WhatsApp team inbox and CRM
ChannelsWhatsApp Business (official Cloud API, works alongside the WhatsApp Business app), Facebook Messenger, Instagram DMs, Facebook and Instagram comments
Works onAny browser; installs on Android and iPhone
PriceFrom $29 a month; $59 Growth; $99 Business with unlimited people; a year costs 10 months
Free trial7 days, every feature open
WhatsApp numbers1 to 3 included by plan; up to 20 per business (Meta’s limit once the business is verified with Meta)
In Malaysia+60 WhatsApp Business numbers, office hours on Kuala Lumpur time (MYT)
LanguagesCustomers write in Malay, English, Mandarin and Tamil
SetupAbout 40 minutes, or done with you on WhatsApp
Last reviewed2026-11-01

How insurance teams use EliteTeQ Inbox

Real screens from our demo workspace, with example data.

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
EliteTeQ Inbox reports: new leads, typical first reply time, clients won, leads per day from ads and direct, and the top ads by leads

Real screen · 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
EliteTeQ Inbox pipeline board with columns from New lead to Client and Lost, each card showing the customer, the last message, hot-lead reasons and the teammate in charge

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
Team and auto-assign settings: the teammates who handle a number, and new chats shared out to them in turn

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.

  1. Enquiry
  2. Details collected
  3. Quote sent
  4. Payment pending
  5. Covered
  6. 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.

  1. Create your account

    Register with your email. The 7-day trial opens every feature, no card needed.

  2. Connect your channels

    Link your Facebook Page and Instagram. We connect your +60 WhatsApp Business number with you on WhatsApp, on Kuala Lumpur time (MYT), in about 40 minutes.

  3. Invite your team

    Add staff with their own logins as Owner, Admin or Agent, whether they work in Kuala Lumpur and Penang or from home.

  4. Set up your pipeline

    Name the stages after how you work, for example: Enquiry → Details collected → Quote sent → Payment pending.

  5. 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 Malaysia, 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

Build your package: extra people, numbers and onboarding →

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 Kuala Lumpur and Penang or at home.

Phones and personal chats vs EliteTeQ Inbox
Phones and personal chatsEliteTeQ Inbox
Whoever holds the phone answersEvery staff member answers from their own login
Two people reply to the same customerEach chat is assigned to one person
Quotes and follow-ups forgottenWaiting chats and hot leads are flagged
Instagram, Facebook and WhatsApp on different devicesEvery channel in the same list
No idea how fast customers get an answerReply speed and leads per person in reports

EliteTeQ Inbox in Malaysia

EliteTeQ Inbox works for insurers, brokers and insurance agents in Malaysia on your existing +60 WhatsApp Business number. Customers see your business name as they do today, and your team answers from Kuala Lumpur and Penang or anywhere else.

Malaysian customers often order and ask through WhatsApp, from Kuala Lumpur to Penang. EliteTeQ Inbox keeps those chats in one shared list with a clear owner for each.

Customers in Malaysia write in Malay, English, Mandarin and Tamil. Your team replies in the customer’s language inside the 24-hour window; template messages are created in English.

Office hours are set day by day for each number, so Friday prayers or a different weekend in some states fit too. Customers who write while you are closed get your away message, at most once every 12 hours.

Selling on WhatsApp in Malaysia

Customers move freely between cash, cards, DuitNow QR and e-wallets, and many operators run outlets in more than one state.

Johor Bahru

Johor · a southern Malaysian city on the border with Singapore

Cross-border shoppers from Singapore create sharp weekend peaks in retail and food. Johor Bahru sits across the causeway from Singapore, so cross-border shoppers and weekend visitor peaks shape retail and food demand. Enquiries to insurance teams in Johor Bahru go to the right desk, with general questions in chat and sensitive details kept out.

Ipoh

Perak · the capital of Perak and a regional trade centre

Family-run retail, wholesale and food businesses are common, with weekend visitors drawn by the food scene. The binding constraint is replacing cash books with records the owner can check from anywhere. Ipoh is Perak's state capital and a regional centre for retail, wholesale and food businesses, with a well-known café and food scene that draws domestic visitors at weekends. Enquiries to insurance teams in Ipoh go to the right desk, with general questions in chat and sensitive details kept out.

Shah Alam

Selangor · the capital of Selangor in the Klang Valley

Industrial areas and residential suburbs give a mix of trade and household spending. The binding constraint is recording QR and e-wallet payments against each sale with SST-ready records. Shah Alam is Selangor's state capital, mixing large industrial areas with residential suburbs and their shopping centres. Enquiries to insurance teams in Shah Alam go to the right desk, with general questions in chat and sensitive details kept out.

EliteTeQ Inbox in every city of Malaysia

  • Kuala LumpurFederal Territory of Kuala Lumpur · Malaysia's capital and largest commercial centre
  • PenangPenang · a northern Malaysian state known for manufacturing, trade and food tourism
  • Johor BahruJohor · a southern Malaysian city on the border with Singapore
  • IpohPerak · the capital of Perak and a regional trade centre
  • Shah AlamSelangor · the capital of Selangor in the Klang Valley

Reviewed by the EliteTeQ team ·

Questions businesses ask us

Not answered here? A person from our team replies on WhatsApp.

Ask a human
Is there a WhatsApp CRM for insurance in Malaysia?

Yes. Insurance teams in Malaysia use EliteTeQ Inbox with their own +60 WhatsApp Business number. Staff in Kuala Lumpur, Penang or anywhere else answer from their own logins, customers write in Malay, English, Mandarin and Tamil, and office hours run on Kuala Lumpur time (MYT). 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 Malaysia.

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

To: EliteTeQ · +1 214 423 5355

Hi EliteTeQ! I’d like to see how EliteTeQ Inbox would work for our insurance business and the enquiries we get on WhatsApp, Facebook and Instagram. I’m in Malaysia.

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