Renewal reminders
Reminders 60, 30 and 7 days before each policy expires, in BM or English, with a reply button for a quote.
Retorai for insurance · coming soon
For insurance agents and agencies. Remind every client before their policy expires, send quotes on WhatsApp, and follow up every new enquiry before it goes to someone else.
Early users help shape the module and get launch pricing.
What's planned
Reminders 60, 30 and 7 days before each policy expires, in BM or English, with a reply button for a quote.
Send options as a clear message, let the client pick, and track who still hasn't decided.
Enquiries from ads, referrals and links answered in seconds, with follow-ups until they decide.
Clients, policies and expiry dates from a spreadsheet or your agency system, kept up to date.
Clients choose what they hear about. Opt-outs are respected straight away.
Due, reminded, quoted, renewed and lost, by month and by agent.
Tell us how you manage renewals today. We'll show you the module as soon as it's ready.