Policy renewal tracking · India
Policy Renewal Tracking — Stop Losing Clients to Missed Dates
An insurance renewal tracking board that sorts every policy into overdue, today, and upcoming — so you know exactly who to follow up with before you open WhatsApp.
No credit card · Free plan available
Vikram R.
Motor
Priya M.
Health
Sahil K.
Travel
Meera N.
Life
Anita D.
Health
Rajan P.
Motor
The renewal workflow — from due date to done
Every feature in InsuredBoard's renewal module is built around one question: which policy needs attention right now?
Overdue / today / upcoming buckets
Every renewal is sorted into three urgency levels automatically. No formula, no filter — just the list you need when you open the app.
WhatsApp reminders in 1 tap
A pre-filled WhatsApp message opens directly from the renewal card. Your client receives a professional note, not a last-minute call.
Multi-line tracking — life, health, motor
Track every policy type in one renewal board. Separate sheets for each line is what causes renewals to slip.
Persistent follow-up history
See when you last followed up and mark a renewal as contacted, pending, or done. No wondering whether you already called.
Persistency view
Know your renewal conversion rate per week. The renewal board shows which policies converted and which lapsed.
Policy documents next to due dates
When a client asks for their policy schedule, you do not need to find the WhatsApp thread. The document is in their record.
3 buckets
Overdue · Today · Upcoming
1 tap
WhatsApp reminder
All lines
Life · Health · Motor · Travel
Daily
Renewal board habit
Daily renewal flow
5-step morning renewal habit that takes 15 minutes
Open the renewal board
Morning habitEvery morning, the board shows three buckets — overdue, due today, upcoming this week. Start with overdue.
Tap any renewal card
See the client name, policy type, insurer, premium, and exact due date. No hunting across columns.
Send the WhatsApp reminder
No copy-pasteOne tap opens WhatsApp with a pre-filled message: client name, policy type, and due date. Edit if needed, then send.
Mark as contacted
Log that you followed up. The card shows a 'contacted' status so you know not to ping twice today.
Update the date when renewed
Auto-resetsWhen the client renews, update the due date. The policy disappears from the urgent list and resets for next year.
Reminder timing that works per line
A motor renewal reminder at 90 days is too early. A life premium reminder at 30 days may be too late. The right timing depends on the policy type and your client's payment habits.
Clients often need to arrange funds — lead time matters.
Buffer for cashless continuity — never let this lapse.
Most clients want a reminder close to renewal. Short lead works.
InsuredBoard shows the due date for every policy. You decide when to follow up — the board ensures nothing hides from view.
What a missed renewal actually costs
A missed renewal is not just a lost commission. It means a client whose policy lapsed, a coverage gap they may not know about, and a relationship that is now harder to keep.
Indian agents who carry 100+ active clients cannot afford to rely on memory. InsuredBoard keeps the renewal list sorted by urgency so the highest-risk policies are always visible first.
- Overdue renewals sorted to the top — act before the grace period ends
- Due-today bucket so nothing falls through on the actual expiry day
- Upcoming 30-day view for advance planning and smooth follow-up
- Filter by policy type — work your health book, then motor, then life
Vikram R.
Motor
Priya M.
Health
Sahil K.
Travel
Meera N.
Life
Anita D.
Health
Rajan P.
Motor
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Policy renewal tracking — FAQs
What is policy renewal tracking software?+
It is a system that lists every policy by due date — overdue, due today, and upcoming — so agents follow up before cover lapses instead of hunting through Excel.
Can I track life, health, and motor renewals together?+
Yes. All lines sit on one renewal board. You can still follow up with the right tone for each product, but you do not need three separate sheets.
How do WhatsApp renewal reminders work?+
From a renewal card, open WhatsApp with a pre-filled message (client name, policy type, due date). You send from your own WhatsApp number.
When should I remind clients for each line?+
Life often needs 30 / 15 / 7-day nudges. Health benefits from earlier lead time. Motor usually works with a shorter 30 / 7 / day-of cadence. The board shows the dates; you choose the timing.
Will this help if I already miss renewals every month?+
Yes — if you open the overdue and due-today buckets every morning. The software surfaces risk; the habit of checking the board is what stops lapses.
Stop tracking renewals in a spreadsheet
Free plan for solo agents. Set up your renewal board in under 10 minutes.
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