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 · South Africa
Stop losing quotes in agents’ phones.Track every policy enquiry to cover.EliteTeQ Inbox for insurers, brokers and insurance agents in South Africa
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 Johannesburg and Cape Town or anywhere else answer from one +27 business number, with office hours on Johannesburg time (SAST).
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 South Africa 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 South Africa.
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 South Africa write in English, Afrikaans and isiZulu, 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 South Africa 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 South Africa | +27 WhatsApp Business numbers, office hours on Johannesburg time (SAST) |
| Languages | Customers write in English, Afrikaans and isiZulu |
| 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 +27 WhatsApp Business number with you on WhatsApp, on Johannesburg time (SAST), in about 40 minutes.
Invite your team
Add staff with their own logins as Owner, Admin or Agent, whether they work in Johannesburg and Cape Town 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 South Africa, 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 Johannesburg and Cape Town 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 South Africa
EliteTeQ Inbox works for insurers, brokers and insurance agents in South Africa on your existing +27 WhatsApp Business number. Customers see your business name as they do today, and your team answers from Johannesburg and Cape Town or anywhere else.
South African customers expect a business to answer on WhatsApp the way they message friends. When enquiries come into a branch phone and a manager’s phone, nobody knows who already replied. One shared inbox gives every chat a clear owner.
Customers write in English, Afrikaans, isiZulu and other languages. 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. A common setup in Johannesburg or Cape Town: 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 South Africa
Retail is dominated by formal chains and shopping centres, with township and informal trade running alongside on a different payment mix. Card is the default and cash is the exception. Scheduled grid interruption is published in advance, which makes it a planning problem rather than a surprise.
East London
Eastern Cape Province · a coastal port and manufacturing city
A working port and component manufacturing sit alongside a domestic coastal holiday trade, producing steady industrial demand and sharp seasonal peaks. The binding constraint is handling account customers and holiday-season retail without two separate systems. East London combines a working port with vehicle and component manufacturing and a domestic coastal holiday trade, giving it both steady industrial supply demand and seasonal hospitality peaks. Enquiries to insurance teams in East London go to the right desk, with general questions in chat and sensitive details kept out.
Polokwane
Limpopo Province · the commercial centre of Limpopo
The city draws shoppers from a wide rural catchment and from cross-border traffic toward Zimbabwe, concentrating demand into month-end and weekends. Cash retains a larger share than the metros. Polokwane is the main retail and service centre for Limpopo, drawing shoppers from a wide rural catchment and from cross-border traffic on the route toward Zimbabwe. Enquiries to insurance teams in Polokwane go to the right desk, with general questions in chat and sensitive details kept out.
Mbombela (Nelspruit)
Mpumalanga Province · a regional centre and gateway to the Kruger National Park
Kruger-bound tourism and Mozambican border traffic layer foreign-currency and card spending on top of a steady regional retail base. Mbombela's trade combines a regional retail and agricultural service role with tourism traffic heading to the Kruger National Park and across the Mozambican border, which raises the share of foreign-currency and card transactions in hospitality. Seasonal visitor peaks sit on top of a steady local base, rewarding systems that scale between quiet and busy periods. Enquiries to insurance teams in Mbombela (Nelspruit) go to the right desk, with general questions in chat and sensitive details kept out.
Pietermaritzburg
KwaZulu-Natal Province · the provincial capital of KwaZulu-Natal
Administration, education and light manufacturing give steadier year-round trade than the coast, with a student population driving term-time swings. Many operators also trade in Durban. Pietermaritzburg is an administrative, education and light-manufacturing centre inland from Durban, with steadier year-round demand than the coast and a substantial student population producing term-time swings. Enquiries to insurance teams in Pietermaritzburg go to the right desk, with general questions in chat and sensitive details kept out.
EliteTeQ Inbox in every city of South Africa
- JohannesburgGauteng Province · South Africa's largest city and economic centre
- Cape TownWestern Cape Province · a major tourism, services and technology centre
- DurbanKwaZulu-Natal Province · the busiest port in sub-Saharan Africa
- PretoriaGauteng Province · South Africa's administrative capital
- Gqeberha (Port Elizabeth)Eastern Cape Province · a port city and centre of vehicle manufacturing
- BloemfonteinFree State Province · South Africa's judicial capital and a regional service centre
- East LondonEastern Cape Province · a coastal port and manufacturing city
- PolokwaneLimpopo Province · the commercial centre of Limpopo
- Mbombela (Nelspruit)Mpumalanga Province · a regional centre and gateway to the Kruger National Park
- PietermaritzburgKwaZulu-Natal Province · the provincial capital of KwaZulu-Natal
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 South Africa?
Yes. Insurance teams in South Africa use EliteTeQ Inbox with their own +27 WhatsApp Business number. Staff in Johannesburg, Cape Town or anywhere else answer from their own logins, customers write in English, Afrikaans and isiZulu, and office hours run on Johannesburg time (SAST). 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 South Africa.
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