Never let a client's policy lapse due to a missed premium. Track all renewals, send WhatsApp reminders before due dates, and grow your renewal income year after year.
Managing 200+ policies manually means some renewals get missed. A lapsed policy means loss of commission and a disappointed client.
Without a reminder system, clients forget premium due dates. You spend time chasing payments instead of selling new policies.
When a client's health policy renews, it's the best time to offer life insurance — but without tracking, you miss this timing.
Policy registers and notebooks get outdated. Dates become unclear and follow-ups become inconsistent.
LeadWisp tracks every client's policy renewal dates — LIC, health insurance, motor, term insurance, and more. Get reminded 30 days, 15 days, and 7 days before every due date. Send WhatsApp premium reminders with one tap.
Track LIC endowment, ULIP, health, motor, and term policies for each client in one place.
Get reminded 1 month, 15 days, and 7 days before renewal. Never be caught off-guard.
Send polite WhatsApp renewal reminders to clients — they appreciate the proactive service.
Store all client policies — number, type, sum assured, premium amount, and due date — in one digital register.
30-day, 15-day, and 7-day advance reminders for every policy renewal. Configurable per policy type.
Send personalized premium due reminders via WhatsApp — your client's most-used app.
Get reminded to upsell when a client's policy renews. Best time to offer additional coverage.
Log expected commission for each renewal. See your upcoming commission pipeline for the month.
View all renewals due this month, next month, and year-end at a glance.
Enter client details and policy information — type, number, premium, and due date.
Choose 30-day, 15-day, or 7-day advance reminders. LeadWisp sets them automatically.
When due date nears, WhatsApp the client with one tap. They appreciate the personal touch.
After renewal, update the next due date. LeadWisp automatically schedules next year's reminders.
Agents using LeadWisp retain 95%+ of their policy renewals — versus 60–70% without a system.
Clients trust agents who remind them proactively. They refer friends and family to you.
Renewal time is the best time to sell additional products. Never miss the window.
Manage 200+ client policies from your smartphone — anytime, anywhere.
Join 4,000+ insurance agents who use LeadWisp to protect their renewal income. Free to start — no credit card required.
Start Using LeadWisp Today →"I manage 800+ policy renewals every year. LeadWisp sends WhatsApp reminders 30 days before expiry — my renewal rate jumped from 65% to 88%."
"Tracking health, motor, and life insurance renewals for different clients was a nightmare. LeadWisp organizes everything by policy type and due date."
"My commission income increased 25% because I stopped losing renewals. LeadWisp's automated reminders do the follow-up work for me."
Purpose-built follow-up and reminder workflows for 13+ professions across India