Upcoming renewals are detected automatically, and clients get a clear reminder by WhatsApp and email well before the due date — closing gaps in coverage before they happen.
Typical results
3 weeks
advance notice before every due date
100%
of upcoming renewals detected automatically
0
renewal spreadsheets to maintain
Figures reflect typical results for this kind of automation.
The challenge
Renewals were tracked on spreadsheets, and reminders went out late or not at all, leading to avoidable lapses in coverage.
Before and after
Policy renewal rate
+18%Reminders sent on time
+82%Hours per week chasing renewals
−86%The automation
A scheduled flow now scans policy data, identifies renewals due in the coming weeks, and sends a sequence of personalized reminders with the agent's contact details.
How it works
- 01
Scheduled scan
A flow runs on schedule and scans the policy data for upcoming expirations.
- 02
Renewals identified
Policies due for renewal in the coming weeks are flagged automatically.
- 03
Personalized reminders
Each client receives a clear reminder by WhatsApp and email, with the agent's contact details.
- 04
Timed follow-up sequence
Clients who don't respond get further reminders as the due date approaches.
- 05
Renewal closed
Responses reach the agent, who completes the renewal before coverage lapses.
Starts from
- Renewal date
- Policy data
Delivers
The impact
The renewal rate rose by about 18%, and the team spends far less time chasing expiring policies.
Questions about this automation
How far ahead of the renewal date do reminders go out?
The agency sets the timing. A common setup sends the first reminder 30 days before expiry, a second at 14 days and a final one a few days before the due date. Each run rechecks the policy data, so clients who have already renewed stop getting reminders.
What data does the reminder flow need to start?
It needs a policy list with the client's phone or email, the policy type, the assigned agent and the expiry date, kept in a spreadsheet, a CRM or the policy system. The flow reads that list on schedule. Simple automations like this are usually live within days once the data source is connected.
Can clients reply to the reminder directly?
Yes. Reminders go out by WhatsApp and email with the agent's contact details, and any reply reaches the assigned agent. The agent then completes the renewal with the client, so the automation handles the timing and the agent handles the conversation.