Insurance Renewal Reminder Software

Stop tracking insurance policy renewals manually.
Automate renewal reminders with Remindax and get notified via email, SMS, WhatsApp & voice call.

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No credit card required Never expires Free forever

No credit card required
Never expires
Free forever

Insurance Renewal Reminder Software

Send Timely Reminders

Whether it is car insurance or a health policy, it all comes with a due date for renewal. When your customers miss that due date, there are penalties to pay. This also means more admin and documentation work for you.

Avoid Renewal Delays

Start sending renewal reminders when their premiums are due! Use Remindax as an insurance reminder renewal software. This tool can send expiry date reminders to your customers before the deadline is due via email, SMS, WhatsApp or Slack.

Simplify

Say goodbye to doing the job manually and losing precious time over it. You can trigger alerts for customers without having to go over confusing excel sheets or typing out notices at the eleventh hour.

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Insurance Renewal Reminder Software
Insurance Renewal Reminder Software

Delegate with Confidence

With the way things are, people have various policies to keep track of, including but not limited to vehicle, home, shop, and liability insurance. The information is sensitive and demands stringent privacy measures, and you know not to let everyone in your company have access to every detail about clients’ insurance policies.

Employee Access Control

We have designed our insurance renewal reminder software with this need in mind. Using Remindax, you can implement access control or permissions for different users. It is easy to restrict access depending on the personnel’s role in your company. Alternatively, you can allow permissions by adding relevant users and delegate insurance-related processes per your need without a hassle.

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Manage Big Data with Ease

With multiple clients to manage and countless policies to keep track of, a manual reminder system can prove to be counterproductive. It can slow you down as well as cause errors and missed alerts, leading to unhappy customers.

Send Automated and Recurring Reminders

The best way to avoid this problem is by using an automated reminder tool such as Remindax. This insurance renewal reminder software enables you to automate your workflow by putting it on autopilot.
You can save your time by relying on this tool to trigger automatic reminders for your clients per the set date. Also use it to send recurring reminders without investing extra time and energy into the process.

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Insurance Renewal Reminder Software
Insurance Renewal Reminder Software

Send Attachments

In addition to knowing when their policy term is about to be over, your clients might want additional details about their insurance. They might want to view the old policy or you might want to send new contracts for their review before renewal.

Convenience for Clients

As a comprehensive insurance renewal reminder software, Remindax accommodates such needs. You can use this tool to attach and send files to your customers at the same time as deadline reminders. You can upload various types of files without a hassle, whether Word, Excel or images. Trust us, your clients will appreciate the gesture and you will simplify your work process, too.

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Keep a Reminder Calendar

It’s important to differentiate between customers who have been reminded and those who haven't yet received the deadline alert—for liability purposes. But how can you keep track of so much data? It’s easy: use Remindax, an insurance renewal reminder software made with your needs in mind.

Reminder Replies

Your clients can reply to your insurance renewal reminders without the help of email or using any messaging service. The recipients not only can reply with their comments but even attach a scanned document with their reply.

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Insurance Renewal Reminder Software
Insurance Renewal Reminder Software

Safe & Compliance

In addition to keeping track of due premiums and policy expiration dates of your customers, a critical part of your job is keeping customer records safe and secure. This means you need secure systems in place that can ensure your customers’ privacy at all costs.

High Data Security

With Remindax, you can put guaranteed safety measures on client data. This insurance renewal reminder software prioritizes security by placing SSL protocols to protect sensitive information and defend it against breaches. It is also GDPR compliant and keeps you in line with legal regulations to avoid tough repercussions.

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Increase Followups at Scale

Remindax is the simplest, fastest reminder tool for SMBs to quickly and efficiently manage their expiration and due date reminders.

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No credit card required Never expires Free forever