No policy or contract renewal left to memory.
A missed renewal is lost income, and sometimes a client left without cover. This module keeps a due-date calendar for policies, contracts or subscriptions. At set days before each date it reminds the client and the person in your office who is responsible, so the renewal is being worked on before the last day.
A due-date calendar for policies, contracts or subscriptions, with reminders to the client and the person responsible at set days before the date.
Inside the module.
Due-date calendar
All renewal dates in one calendar.
Client reminders
The client is reminded before the due date.
Staff reminders
The person responsible is reminded too.
Set-day schedule
Reminders go at set days before the date.
Policies and contracts
Works for policies, contracts or subscriptions.
Part of 3 products.
CRM Software
Most CRM software for manufacturers and traders fails because it was designed around a generic sales pipeline.
View Retail and servicesInsurance Agency Management
Insurance agency management software for agents and agencies who sell policies of several insurers, often with sub-agents under…
View Retail and servicesCA Practice Management Software
CA practice management software for CA firms and tax practitioners, on web and mobile.
ViewIndustries that rely on it.
Questions, answered.
Who gets the reminder?
Both the client and the person in your office who is responsible for that policy, contract or subscription.
When are reminders sent?
At set days before the due date, so the renewal is raised early enough to act on.
Which Kreon products include renewal reminders?
CRM Software, Insurance Agency Management, CA Practice Management Software. It can also be added to a custom system.
Tell us what is slowing your business down.
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