Capture every lead, collect documents and send renewal reminders on
WhatsApp, with Elf following up while your advisors close deals.
Trusted by 1,500+ businesses on Yeti, including financial services and insurance advisors.
Built for Financial Services
Every inquiry from an ad, website or referral becomes a CRM lead the moment it arrives.
Never miss a policy renewal or EMI due date with automatic WhatsApp reminders.
Collect KYC and policy documents directly in chat, no separate portal to chase.
Features
Track every lead through stages like New, Document Collection, Underwriting and Closed, by product.
Automatic WhatsApp reminders ahead of every renewal or payment due date.
Request and collect KYC or policy documents directly inside the WhatsApp chat.
Elf handles common coverage, premium and eligibility questions instantly, 24/7.
Old Way vs Yeti for Financial Services
Integrations
Google Sheets, Google Calendar and Custom Webhooks, feeding one pipeline.
Security
Enterprise-grade compliance keeps every client conversation and document protected.
Common questions from advisors, agents and lenders moving to Yeti.
Yes. Set up automatic WhatsApp reminders ahead of every policy renewal or loan payment due date.
Yes. Request and collect documents directly inside the chat, no separate portal or email thread needed.
Yes. Yeti is ISO 27001, SOC 2, GDPR and DPDP Act compliant, so client conversations and documents stay protected.
Yes. Set up routing rules by product or territory, and new leads get assigned the moment they come in.
Yes. Elf answers common coverage, premium and eligibility questions instantly, and hands off to an advisor when it should.
Join 1,500+ businesses running sales on Yeti, official Meta Business Partner.
Renewal dates tracked in a spreadsheet, easy to miss
Renewal reminders sent automatically, on time, every time
