A renewal that slips your mind is a client a competitor calls first. Automated reminders mean it never depends on memory.
Automatic WhatsApp and SMS reminders at 90, 30, and 7 days before renewal, plus premium due date alerts.
Retention Cluster · Renewals & Revenue
In simple terms
Renewal is the moment insurance income is won or lost — the client who does not hear from you before expiry often hears from someone else instead.
The reminder system runs on a fixed schedule so every policy gets the same disciplined follow-up, whether the book has 50 clients or 500.
Enter the renewal date once, and reminders go out automatically at 90, 30, and 7 days before expiry, plus premium due date alerts in between.
Reminders send over WhatsApp and SMS — the channels Indian clients actually read — with the timing and message content customisable per policy type.
A missed renewal is not just lost commission — it is a client relationship a competitor gets a chance to take over.
Consistent, automatic reminders turn renewal management from a manual chase into a background process the agent does not have to think about.
Use this page to connect renewal reminders to the main insurance CRM page and the commission tracking feature.
FAQ
Automatic WhatsApp and SMS reminders at 90, 30, and 7 days before renewal, plus premium due date alerts.
It is built for solo insurance agents, advisors, and agency teams across LIC, HDFC Life, SBI Life, ICICI Prudential, and other insurers who want a cleaner renewal-to-revenue workflow.
It gives the page a clear search intent, adds stronger internal links, and ties the feature directly to the kind of enquiry your team wants more of.
Move to the feature hub and the main insurance CRM page so the whole topic cluster stays connected.
Schema notes
When every renewal gets the same automatic reminder schedule, retention stops depending on how busy the agent was that week.