Automated reminders and a shared calendar keep your entire book of business on track — every single day.
Reach every client where they actually respond. WhatsApp, email and push notifications (web/mobile) reminders go out on a cadence you set — and follow-ups keep nudging until the policy is renewed.
See the whole book at a glance, assign renewals to the right team member and catch anything drifting toward a lapse well before the due date arrives.
Please review the follow-up details below:
Your policy Life Plus (Policy No. 2340-1187) is due for renewal on 18-12-2026.
Please renew before the due date to avoid service interruption.
Thank you,
Divya Rao · InsureCRM
Contact details are masked here. The WhatsApp message itself carries the full number.
When a policy falls due, the same Policy Renewal Reminder goes out on WhatsApp to both sides — the agent gets the follow-up and the client to chase, the client gets their own policy, amount and due date. Every renewal is chased where it will actually be read.
Reach clients on WhatsApp, email and push notifications (web/mobile) from a single sequence.
A shared month view of every renewal across your entire book.
Follow-ups keep nudging automatically until the policy is renewed.
Export any renewal list to Excel for offline review, sharing or reporting.
Import policies in bulk with custom fields mapped to each policy type.
Get flagged early on any policy drifting toward a lapse window.
Start free and let InsureCRM chase every renewal for you — automatically.