Customize and schedule up to four automated reminders via text message or email.

Automatically respond to customer inquiries with pre-set text message replies.

Send an automated thank you message via text message or email following customer renewals.

Communicate with customers seamlessly through text messaging directly from the application.

Access current renewal lists, including policies lost to other brokers.

Send automated reminders for specific policies as needed.

Set up tailored reminders for individual producers.

Analyze and adjust renewal processes to enhance customer retention.

Choose when and what type of reminders you want to send, and we’ll have you set up within 1-2 days.