Where do renewal dates come from?
From policy records in the PAS module or from imported data after migration.
Renewal & Persistency Management
Insurance Renewal Management Software
Renewal management turns every policy end date into a queue with an owner, a reminder schedule and a recorded outcome. Persistency reports then show retention by insurer, product, agent and branch, and revenue at risk in upcoming windows.
Important: Confirm feature availability, service commitments, legal text and contact details before relying on or publishing this information. Product capability is not a claim of regulatory approval or insurer partnership.
Overview
Renewal & Persistency Management
Create renewal queues, reminder schedules, follow-up ownership and persistency views to help teams manage upcoming policy milestones.
Frequently asked questions
Renewal & Persistency Management: common questions
Can we see which agents retain best?
Persistency can be reported by agent, partner, product and insurer.
Can reminders go by WhatsApp or SMS?
Where the messaging integration is in scope and approved, yes.
Can we see revenue at risk?
Yes, based on expiring premium and commission data.
Can we exclude customers who opted out?
Yes. Consent flags can stop reminders to those customers.
Can we track grace periods?
Yes. Grace periods can be configured by product.
Contact the Relevant Department
Choose whether you are a new or existing customer, select the product module and department, and share the details needed to route your request. Do not enter passwords, payment card data, or sensitive policyholder health information.
Department
- Sales & Product Demo
- Pricing & Commercial
- Implementation & Migration
- Technical Support
- Integrations & Partnerships
- Billing & Accounts
- Customer Success
- General Enquiries