FCB.ai ORIS WhatsApp CRM for brokers
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ORIS · The WhatsApp CRM for insurance brokers More clients.
Less admin.
On WhatsApp.

Your teams already work on WhatsApp. ORIS turns every conversation into a client record, a next action and a commercial opportunity — in one space shared across your whole firm.

Try the client experience on WhatsApp
✓Official WhatsApp
✓POPIA & GDPR compliant
✓Without replacing your core software
✓First journeys live in 7 days
SA
Sophie A.
online · WhatsApp
ORIS
Hi, I'm looking for car insurance
Hi Sophie, I'll send you a quote within 5 minutes.
Client
Sophie A.
Status
Car quote sent
Opportunity
Missing home insurance
Next action
Follow up Friday at 10am
Suggested message
Hi Sophie, did you get a chance to look at your quote?
Every WhatsApp conversation becomes a client record and a next action.
Meta Tech Provider
Official technology partner · messaging via Meta's WhatsApp API
Your clients are on WhatsApp.
Your portfolio lives elsewhere.

Conversations are scattered across phones, inboxes and your teammates' memories. Quotes go un-chased, opportunities stay invisible, and history can vanish when someone leaves the firm.

ORIS gives every conversation a memory and a method.

01 · Identify
ORIS recognises the client or creates their record automatically.
02 · Centralise
Conversations, documents, policies and requests are brought together in one place.
03 · Prioritise
ORIS surfaces hot prospects, urgent cases and commercial opportunities.
04 · Act
Every team member knows who to follow up, why, and with which message.

What ORIS does for your firm

Never lose a prospect again
Every WhatsApp enquiry is logged, assigned and tracked through to conversion.
Follow up quotes at the right time
ORIS reminds your team who to follow up, why, and with which message.
Get ahead of renewals
Automatically trigger the right conversations before every renewal date.
Grow your portfolio
Spot single-policy clients and cross-sell opportunities.
Centralise conversations and documents
Find messages, attachments, quotes and next actions in a single client record.
Steer your firm's activity
Track hot leads, overdue follow-ups, conversions and each team member's activity.

WhatsApp is the conversation. ORIS is the CRM.

A shared inbox for your teams, a complete record for every client, and a next action for every opportunity.

ORIS · Shared inbox
Conversations
Marc Dupont
Thanks, I'm looking at the quote…
Sophie A.
Car quote sent
Karim B.
Home renewal
Léa M.
Health cover question
Marc Dupont
Client · Assigned broker: J. Martin
To follow up
Current policies
Motor Home
Opportunity
Professional income protection
Documents
Driving licence
No-claims certificate
Signed quote
Next task
Call before 22 July
Handle
One view shared across the whole firm
A next action for every client
History that stays with the company
The numbers that matter
100%
of WhatsApp prospects captured and assigned
2 min
target first-response time
7 days
to activate your first journeys
90 days
to measure commercial impact
Indicative targets, depending on your firm's setup, volumes and processes.

Your teams already use WhatsApp. But your firm needs to stay in control.

ORIS turns scattered, individual conversations into a shared, measurable and manageable client channel.

Conversations on personal phones
Centralised in a shared inbox.
Forgotten prospects
Tracked automatically through to conversion.
Information lost when someone leaves
History kept by the firm.
No commercial oversight
Dashboards, tasks and real-time metrics.

Up and running without a heavy IT project

Step 1 · Setup
Creation of your firm's workspace and WhatsApp connection.
Step 2 · Import
Import your portfolio, your team and your useful data.
Step 3 · Activation
Go live with your first journeys, follow-ups and campaigns.
Step 4 · Optimisation
Track results and improve continuously over the first 90 days.

ORIS complements your broking software. It doesn't force you to replace it.

Technology proven with insurance and financial-services players

Insurance & financial-services players
Marsh Sanlam Allianz
Technology partner
Meta Tech Provider
Testimonial to be validated — not published
“Before ORIS, everyone worked from their own WhatsApp. We now know which prospects to follow up, which tasks are overdue, and which opportunities exist in our portfolio.”
Firm director
Insurance brokerage · Team of 12

Frequently asked questions

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See ORIS in action

In 15 minutes, we'll show you how to centralise your conversations, track every prospect and automate your follow-ups on WhatsApp.

Personalised demo. No commitment.

We then scope a pilot around your real volumes and your firm's processes.

Your details are used only to organise the demo.
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We'll get back to you within 1 business day to set up your ORIS demo.