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GullySystem

Renewal Reminders for General Insurance Agencies

Renewals are the steady income of a general insurance agency, and a missed date costs both the client’s continuity and the commission. This module lists policies by expiry and reminds the client.

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The renewal list

Every policy on the register with an expiry date appears here. The list can be cut by date, line of cover, insurer or staff member.

Due this month and next

Policies expiring in a chosen window, with the client’s phone number and the last premium, ready for a call.

Status of each renewal

Each policy shows a status such as to call, quote sent, client thinking, renewed or lapsed, so two staff do not ring the same client.

Lapsed policies

A policy that passed its expiry without a renewal stays listed. A motor policy that lapses may lose its no-claim bonus, so these are called first.

Reminder log

Each message and call is logged with its date and the staff member responsible, so a client is not reminded twice in one day.

Reminders by message

A reminder is sent as a WhatsApp message, an SMS or an email a set number of days before expiry. The first message can carry the policy number and the expiry date. A second goes out closer to the day if the renewal is still open. The wording is written with the agency, in the languages its clients use.

Who uses it

Renewal callers work from the list each morning. The owner reads it by staff member to see who has the heaviest month. Servicing staff close an entry by recording the renewed policy. That step moves the client to the next year’s list.

What the agency decides

  • How many days ahead the first reminder goes, by line of cover
  • Which channel is used first for each client
  • How reminders are worded in each language
  • Who is assigned to which clients’ renewals
  • Whether a lapsed client is called, messaged or left
FAQ

Frequently asked questions

Does it send reminders on its own?

Yes, once the schedule is set. Reminders go to the client through WhatsApp, a text or email at the interval you choose, until the renewed policy is entered.

What if a client renewed directly with the insurer?

Staff mark the policy as renewed elsewhere and note the reason. The commission impact of that depends on the agency’s agreement with the insurer.

Can reminders go in Kannada or Hindi?

Yes. The wording of each reminder is written with you in the languages your clients read, and staff pick one for each client.

Will the list include policies sold before we moved in?

Yes, once they are imported. Expiry dates come from your sheets during migration, and your team reviews them before go-live.

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