A renewal book that chases itself.
Policies, premiums, riders and claims live on every customer record — and renewals open, remind and escalate on their own schedule, not your memory.
No policy lapses because someone forgot
Sixty days out, a renewal opportunity opens automatically with the premium, insurer and history attached. Reminders go to the customer; escalations go to you.
- Renewal pipeline auto-created from policy end dates
- WhatsApp and email reminder cadences per product line
- Lapse-risk flags when reminders go unanswered
- Commission tracked per policy, per insurer
| Policy | Holder | Premium | Status |
|---|---|---|---|
| HLT-99120 | Sophie Nguyen | $1,940 | Renewed |
| MTR-45102 | Ryan Kowalski | $970 | Due 6d |
| LIF-77841 | A. Brennan | $4,380 | Quote sent |
| HLT-99274 | S. Ridley | $1,420 | Lapsed |
See the family, not just the policy
Group policies by household or business, spot the gaps — no health cover, car uninsured after a sale — and turn service moments into cross-sell conversations.
- Household view with every policy and premium due
- Coverage-gap prompts your advisors can act on
- Birthdays, maturities and claim anniversaries surfaced automatically
Compliance-friendly by construction
Policy records
Product, insurer, premium, riders and documents — structured, searchable, auditable.
Claims tracking
Claim stages with insurer references; customers see status without calling.
Premium collections
Payment links and receipts for direct collections; reconciliation for insurer-side.
Advisor hierarchies
Teams, sub-brokers and payout splits mapped the way your book is actually built.
Audit trail
Every touch on a policy or claim logged — regulator questions get fast answers.
Book analytics
Persistency, renewal rates and commission by product, insurer and advisor.
Put your renewal book on autopilot
Bring a slice of your book to the demo — we'll show the next 60 days of renewals opening and chasing themselves.
For agencies, brokers and bancassurance teams