JMV Insurance team guide — Use the shared WhatsApp Business account for customer messages from JMVInsurance.com. The website button opens a conversation with the JMV business number, (310) 627-6287.

Connect a computer in either office

  1. On the office computer, open WhatsApp Web. A QR code will appear.
  2. On the primary phone that runs JMV’s WhatsApp Business account, open WhatsApp Business → Linked devices → Link a device. Confirm with the phone’s screen lock if prompted.
  3. Scan the QR code shown on the office computer with the primary phone. Do this separately for Huntington Park and Arizona.
  4. Wait for the chats to sync. Have each office confirm it can see the JMV inbox and reply to a test conversation.

Connect Helen’s phone

  1. Install or open WhatsApp on Helen’s phone. On the setup screen, choose the option to link this phone as a companion device (the wording may vary by phone). Show its QR code.
  2. On the primary JMV WhatsApp Business phone, go to Linked devices → Link a device and scan Helen’s QR code.
  3. Confirm the JMV conversations appear on Helen’s phone. Her separate personal WhatsApp account should not be registered again with JMV’s number.

Daily use and access

  • The primary phone remains the account owner. Staff in both offices can read and reply from linked devices.
  • Before answering, check the recent conversation so customers do not receive duplicate replies. Sign replies with your name or office when useful.
  • Do not send passwords, verification codes, payment card information, Social Security numbers, or complete policy documents in a chat. Use the agency’s approved secure process for sensitive records.
  • If a computer or phone is lost, shared with someone who leaves the team, or no longer needs access, unlink it from WhatsApp Business → Linked devices on the primary phone.
  • Never share the QR code or six-digit registration code by email or chat. Scan the QR code directly from the device you are authorizing.

Troubleshooting: If the QR code expires, refresh WhatsApp Web and scan the new code. If chats do not appear, check internet access on both devices, update WhatsApp, then review Linked devices on the primary phone. The standard WhatsApp Business app supports one primary phone plus up to four linked devices.

Official help: Linked devices on WhatsApp Business · Linking a second phone