Renewals and payments
Policies lapse when nobody called.
A date passes. A payment fails. The client says nobody told them.
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The pain
The list was going to get worked.
“That policy lapsed because nobody called.”
Renewal dates and past-due payments live in a report someone meant to open. A date passes. The client says nobody told them. The rewrite takes longer than the reminder would have, and the relationship feels forgotten. The list was there. The hour was not.
The gain
Fewer lapses from silence. Payments that move.
Fewer lapsed policies
A reminder is ready before the date, while there is still time to talk.
Faster payments
The past-due note is drafted while the client can still pay.
Time back
The service team starts from a list, not a hunt through the book.
The service
What the renewal chase does
- Reads the renewal and payment dates your agency already keeps.
- Drafts the reminder. She does not invent a balance or a premium.
- Puts Approve, Edit, or Decline on each one. Silence does not send it.
- Leaves reinstatement and any coverage change with a licensed agent.
She does not take a card number or reinstate a policy. A licensed agent approves what goes out.
How a day can look
Thirty days out.
Nine renewals are listed. Each reminder has Approve, Edit, or Decline. Silence does not send them.
See it on your own book.
Tell us which calls, renewals, and inbox piles you want off the desk.
Or email [email protected].