The complete Advisor OS for your insurance business

A work list, not a chart wall

The dashboard counts today's renewals, follow-ups, new requests and pending documents, and lists them in a priority queue with the customer, policy, action and due date. Quick actions add a customer, policy, lead or follow-up without leaving the page.

• Priority queue ordered by due date and priority
• Overdue items shown first
• One click from a queue row to the customer

Every policy you service, with its renewal date

Record policies against a customer with insurer, plan, sum insured, premium and frequency. Filter the book by status or insurance type, and open a policy to see its documents, claims and renewal follow-up.

• Health, life, motor, travel and business policies
• Status: active, renewal due, overdue, lapsed
• Policies your customers add themselves appear in your book

A renewal queue you can work through

Renewals are grouped into overdue, today, next 7 days and next 30 days. From each row you can call, open WhatsApp or email on your own device, mark the customer contacted, schedule a follow-up or mark the policy renewed. The queue records who was contacted and when.

• Reminder schedule at 30, 15, 7 and 1 day before the due date
• In-app reminders are available now
• Automated SMS, email and WhatsApp sending is planned

Tasks and a calendar tied to customers

Create follow-ups, calls, meetings and document tasks with a due date, time and priority, linked to a customer or policy. The calendar shows tasks and renewals by day so the week is planned in one place.

Quick look-ups across your book

Ask which renewals are due this week, which customers need follow-up or whose documents are outstanding, and get a list from your own records. It can also fill a renewal reminder template from a policy record for you to review and send. It is a rule-based demo, not an AI model.