Renew policies before they lapse
See every renewal due in the next 90 days, remind clients by email automatically, and know straight away when a reminder fails.
What you can do
A 90-day renewals board
Every policy coming up for renewal, sorted by risk, so the ones most likely to lapse come first.
Risk you can act on
Missed renewals, clients who have gone quiet and failed reminders all raise the risk.
Automatic email reminders
Clients who have agreed to email get reminders at 60, 30, 14, 7 and 1 day before cover ends.
WhatsApp in one tap
Open a ready-written WhatsApp message to the client from the renewal and send it from your phone.
Failed reminders surface on Home
When an email can't be delivered, or a client has no email, Home tells you who to call.
Renewal dates on your calendar
Renewals sit on the calendar beside bookings, follow-ups and payment dates.
Questions
Does Wakala360 send WhatsApp reminders automatically?
No. Automatic reminders go by email. WhatsApp is one tap from the renewal, and you send the message from your own phone.
Which clients get email reminders?
Clients with an email address who have agreed to receive messages from you.
What happens when a reminder fails?
The renewal is flagged and Home shows a prompt to call the client.
Related features
Try it on your own portfolio
7 days free on either plan. No payment details to start.