Never let an insurance policy lapse again
Remindax tracks every insurance policy renewal in one place — for your agency's clients or your own business — with automated Email, SMS, and WhatsApp reminders before any policy lapses. Protect your renewals, your clients, and your coverage.
- GDPR-ready
- Forever-free plan
- iOS & Android App
Never miss a policy renewal
For insurance agencies, bookkeepers, and businesses — every policy's renewal date in one register, with reminders that actually reach the client.
Policy renewal tracking
Every policy's renewal date in one register — type, insurer, premium, limits, and expiry — filterable by client, policy type, or renewal window.
Client renewal reminders
Automated reminders to clients by Email, SMS, and WhatsApp before their policy lapses — protect renewals and retention without your team chasing each one.
Multi-policy, multi-client view
Agencies and bookkeepers managing many clients' policies see every renewal across every client in one dashboard, filterable by anything.
Escalation & accountability
If a renewal approaches with no action, escalation to the account manager or agency principal — before coverage lapses.
For every insurance operation
Whether you manage clients' policies, your own commercial cover, or both — Remindax fits the way your team already works.
Insurance agencies & brokers
Every client's policy renewals tracked, with automated client reminders that protect retention and renewal revenue.
Bookkeepers & accountants
Manage insurance renewals across multiple business clients from one dashboard — no separate spreadsheet per client.
Businesses
Track your own commercial insurance — general liability, property, fleet, E&O, workers' comp — all in one place.
Agency compliance
Also track your producers' state licenses, CE credits, and E&O coverage across every state you operate in.
Learn MoreEvery Insurance Policy Type, In One Place
From general liability to cyber and D&O — every commercial policy you or your clients hold, in a single live register with renewal dates, insurers, and premiums.
Reminders that escalate — so no policy lapses
Configure multi-stage reminders before each policy expires. Choose who gets each alert — the client, the account manager, or the agency principal — across Email, SMS, and WhatsApp.
Heads up
Quote & review window opens
Notify the client
First renewal nudge to client
Action needed
Confirm renewal & payment
Final reminder
Escalates to account manager
Urgent
Daily escalation begins
What a missed policy renewal really costs
A lapsed policy means uncovered claims, lost client trust, and broken retention. Here's the difference Remindax makes for agencies, bookkeepers, and businesses.
Without Remindax
- ✕
Renewals tracked in a spreadsheet nobody updates
- ✕
Clients find out their policy lapsed after the fact
- ✕
Renewal revenue and retention quietly leak away
- ✕
Uncovered claims, exposed business, awkward calls
With Remindax
- ✓
One live register across every client and policy
- ✓
90/60/30/7-day client reminders by Email, SMS, WhatsApp
- ✓
Renewals confirmed before they lapse — retention protected
- ✓
Every policy, every document, audit-ready always
Solutions built for insurance compliance
Policy renewals are one piece of the picture. Pair Remindax with the rest of your insurance compliance stack — vendor certificates, broker agreements, and producer licensing.
COI Tracking
Vendor and contractor certificates of insurance verified automatically — close coverage gaps before they cost you.
Learn More
Contract Reminder
Track broker agreements, MGA contracts, and carrier appointments — never miss a renewal or notice period.
Learn More License Management
Agency, producer, and operating licenses in one register — with multi-stage renewal alerts before each one expires.
Learn More
Credentials Tracking
Producer licensing, CE credits, and E&O coverage tracked per employee — across every state you operate in.
Learn MoreFrequently Asked Questions
It tracks every insurance policy's renewal date and automatically alerts you — or your clients — before the policy lapses. Remindax does this across Email, SMS, and WhatsApp, for a single business or an agency managing many clients.
Add each policy's renewal date once and Remindax sends staged reminders at 60, 30, 14, and 7 days to you, your account manager, or the client directly — no manual tracking, no spreadsheets, no missed deadlines.
Yes — automated client reminders by Email, SMS, and WhatsApp protect renewals and retention, without your team chasing each one manually. WhatsApp and SMS reach clients far more reliably than email-only systems.
Yes — every client, every policy, every renewal in one dashboard, filterable by client, policy type, insurer, or renewal window. Bookkeepers and agencies use Remindax to manage hundreds of policies across many clients from a single view.
Yes — track your own commercial policies (general liability, property, fleet, E&O, workers' comp, cyber) with the same automated multi-channel reminders before any policy lapses.
Why businesses trust Remindax
Trusted by 30,000+ clients to automate renewal reminders.
35%
Improved compliance on contract renewals
50% ↑
Increase in on-time task completion
4x
More reminders managed with automation
70%
Fewer missed deadlines
Testimonials
What our customers say about Remindax
Saved my team hours every week!
Remindax helps us keep track of all client follow-ups automatically. It's an absolute lifesaver for our sales team, ensuring no lead slips through the cracks. Thank you @Remindax for the efficiency boost!
Michael S.
Sales Manager, @ProSales_MGR
Reduced missed renewals to zero!
Since implementing @Remindax, we've reduced missed subscription renewals to zero. The custom reminder chains are essential for our SaaS business model and provide incredible peace of mind.
Sarah K.
Operations Lead, @SK_Ops
Excellent customer support makes all the difference.
I had a technical question about an integration, and the @Remindax support team was fantastic. Quick responses and genuinely helpful in getting our system configured perfectly. Top-notch service!
Jenna F.
Accountant, @JFinancial
Powerful automation for compliance.
The automation features are exactly what our regulatory firm needed. We can set up complex, recurring tasks and trust that @Remindax manages our compliance checkpoints perfectly. Set it and forget it!
Robert M.
Compliance Officer, @Rob_Compliance
Seamless integration with our existing tools.
We love how seamlessly @Remindax integrates with our existing CRM and calendar. It pulls all of our key action items together into one centralized, manageable dashboard.
Tom W.
Product Manager, @Tom_P_M
Fantastic customization options.
The level of customization for reminder schedules is fantastic. We can set up complex recurrence patterns for unique client milestones easily thanks to @Remindax.
Linda P.
HR Specialist, @LP_HR
Boosted our team accountability.
This tool is perfect for team accountability. Everyone knows exactly who is responsible for which follow-up and when. It's fundamentally changed how our team prioritizes tasks. Great work, @Remindax!
Ben H.
Team Lead, @BH_Leadership
Trusted by 30,000+ teams to track every expiration date
Track every renewal from your pocket
Manage expiration reminders, get instant alerts, and stay audit-ready from anywhere — with the Remindax app for iOS and Android.
- Real-time push alerts
- Audit-ready on the go
- iOS & Android
Free to download · No credit card required
Stop losing track of
critical deadlines.
Join 30,000+ businesses that use Remindax to automate expiry tracking, compliance, and renewal reminders — so nothing slips through the cracks.