Track every client, policy and renewal date in one pipeline, with WhatsApp reminders that go out automatically before a policy lapses.
Start free trial →Recurring deals track each policy's renewal date, and automations can notify you or the client before it lapses.
Send message templates for renewal reminders, with every reply logged on the client's record automatically.
A client can have multiple deals or custom-object records for each policy, all linked to their contact record.
A needs-attention view surfaces policies coming up for renewal, so follow-ups don't depend on memory or a spreadsheet.
Yes — recurring deals track each policy's renewal date, and automations can notify you or the client before it lapses.
Yes — WhatsApp message templates can be sent for renewal reminders, and every reply is logged on the client's record automatically.
Yes — a client can have multiple deals or custom-object records for each policy, all linked to their contact record.