Renewal Intelligence: never let a renewal slip

A priority queue of who to contact today, with lapses separated out and every call or message logged against the policy.

Advisor workspace · Renewals

Overdue 2Today 2Next 7 days 2Next 30 days 3

Priya Nair
Individual Health Cover · ₹9,800 · Today
ContactedCallWhatsAppMark contacted
Farhan Qureshi
Commercial Vehicle Insurance · ₹23,400 · Today
PendingCallWhatsAppMark contacted
Sunita Joshi
Senior Citizen Health Cover · ₹27,900 · In 3 days
ContactedCallWhatsAppMark contacted
Rahul Sharma
Comprehensive Car Insurance · ₹14,200 · In 6 days
PendingCallWhatsAppMark contacted

Product preview with sample data

Know who to call first

Catch lapses before they cost you

Keep a record of every contact

Renewals, handled in order

A priority queue of who to contact today, with lapses separated out and every call or message logged against the policy.

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Every renewal date in your book on a month view, alongside your tasks and meetings.

Live

Renewals grouped into overdue, today, next 7 days and next 30 days, with premium and days remaining.

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Overdue and lapsed policies are separated out so they are the first thing you see.

Live

Call, WhatsApp or email from the queue. The reminder is written from the policy record and the contact is logged.

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Mark a renewal complete to roll the policy forward and add the commission entry to your records.

Coming Soon

Reminders sent to customers on a schedule without you sending each one.

Messages are sent by you, from your own device. Nothing goes to a customer automatically today.

Renewals are flagged at 30, 15, 7 and 1 day before they are due.

Open the queue, tap Call or WhatsApp, and send the message that is already drafted.

Record the renewal and the dates, queue and commission update together.

Each pillar works on the same customers, families and policies.

Start the 30-day free trial, or ask for a walkthrough of exactly the parts you need.