p.2Renewal Radar · Renewals

See every renewal coming, 30 days before it is due.

Renewal Radar watches premium due dates, motor and health expiries, ECS and NACH failures and bounced SIP instalments. Each morning it lines up what needs attention, drafts reminders in the client's own language and tracks whether the payment came through.

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What Renewal Radar does for your practice.

30-day early warning

Life, health, motor and term renewals listed by due date, with grace-period countdowns so nothing slips into lapse.

Failed payments

Mark bounced SIPs and failed auto-debits from your statements. The client moves to the top of your list until it is resolved.

Reminders in their language

Draft reminders in English, Hindi, Marathi, Gujarati and other Indian languages, ready for you to review and send.

Motor expiry batches

Group all vehicles expiring this month and request quotes in one go, with previous IDV and NCB on record.

Premium due ledger

A running total of premium due this week and this month, with what is collected and what is still open.

Respectful follow-ups

Follow-ups respect each client's contact preference and opt-out, so reminders help instead of annoy.

How an entry moves

From first record to stamped done.

01

Load dates

Due dates come from your imported policy data and premium schedules.

02

Morning list

Each day opens with renewals, expiries and failures that need you, sorted by urgency.

03

Remind

Review the drafted reminder, edit it if needed and send it on WhatsApp or email yourself.

04

Close

Mark the renewal paid and the entry gets stamped done in the client's passbook.

Your last entry for today

Write yourself thirty days of calm.

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The sum ofThirty days of renewals on time, families in order and an assistant at your side
$0.00for the first 30 days
then from $9 per advisor a month
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