The renewal that doesn't depend on someone remembering
A policy lapses because the reminder lived in an agent's head, and a claim's status is a phone call to the branch. We build the system that chases every renewal on a fixed cadence, shows claim status without a call, and keeps the agent commission ledger straight.
Quotes · Underwriting · Renewals · Claims · Commission · Vault
Renewal reminder engine
Persistency is not a mystery — it is a cadence. Every policy runs the same reminder schedule automatically, across the channels the customer actually reads, and only reaches the agent when a human call is what is needed.
The agent is called in once — when a human call is what is left
- T‑30 daysWhatsApp
Renewal notice with the premium and a one-tap pay link
- T‑15 daysEmail
Policy summary and payment options resent
- T‑7 daysWhatsApp + SMS
Reminder with the lapse date stated plainly
- T‑2 daysAgent callagent
Unpaid renewals land on the agent's call list
- Grace periodWhatsApp
Final notice before the policy lapses
Claim status, without ringing the branch
Every “where is my claim?” call is a customer who could not see the answer. The same status the branch reads is the status the customer sees — on the channel they already use.
Intimated
12 Oct, 09:14
Surveyor assigned
12 Oct, 14:30
Documents verified
14 Oct
Under approval
In review
Settled
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Sensitive internal notes stay internal — the customer sees the stage, not the file.
Every policy, renewal and claim on one book
Motor, health, life or general — the workflow differs, but the need is the same: nothing slips, and everyone can see where a policy or claim stands.
Sales & onboarding
- Enquiry & quotation
- Product comparison
- Proposal & underwriting
- Policy issuance & delivery
Renewals
- Renewal reminder engine
- Persistency dashboard
- One-tap payment links
- Lapse & revival tracking
Claims
- Claim intimation
- Surveyor & document workflow
- Self-service claim status
- Settlement tracking
Agents & records
- Agent commission ledger
- Payout reconciliation
- Document vault
- Compliance & audit trail
Show us last year's lapse rate
Most of those policies did not leave — they were never reminded. Tell us how renewals are chased today, and we will show what a fixed cadence would have kept on the books.
- Every renewal chased on a fixed cadence
- One-tap payment inside the reminder
- Claim status the customer can see
- Commission that reconciles with collections