The problem
Sound familiar?
- Clients switching providers at renewal because of poor proactive contact
- Missing the renewal window because reminders were too late
- Claim follow-up falling through the cracks during busy periods
- No system for staying in front of the client book between renewals
How WASchedule helps
What insurance agents schedule
Renewal reminders
Schedule reminders 60, 30, and 7 days before each policy renewal. Clients renew with you before shopping elsewhere.
Annual review prompts
Ahead of renewal, schedule a review prompt asking about any changes in circumstances. Upsell opportunities surface naturally.
Claim status updates
When clients have open claims, schedule regular update messages. Proactive communication reduces complaints and builds loyalty.
Policy document reminders
After issuing new policies, schedule a message reminding clients where to find their documents and what to do in an emergency.
"My retention improved by 20% when I started sending renewal reminders 60 days out. Clients had time to talk to me before they went looking elsewhere."
— Insurance broker, TorontoStart scheduling today
Free plan, no credit card required. Set up in under 2 minutes.