The single highest-leverage automation in insurance is renewal reminders. The 4-touch cadence consistently lifts renewal ratios from 50% to 90%+.

Why 4 Touches Are the Sweet Spot

Single reminders get ignored. Two-touch sequences capture 65-70%. Four-touch sequences (30/15/7/1) capture 88-92%.

Touch 1: Day 30 (Soft Heads-Up)

30 days before expiry, send a soft message. Sets expectations and gives the client time to plan.

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Touches 2 & 3: Day 15 and Day 7 (Action)

Day 15 includes the premium and a payment link. Day 7 adds urgency. Most renewals happen between these two touches.

Touch 4: Day 1 (Final Push)

The final reminder on Day 1 catches the procrastinators. Most agents see 8-12% of total renewals come from this final touch.

FAQ

Calls work but are time-bound. WhatsApp scales infinitely.

Send between 10am-7pm any day.

WhatsApp Business API respects STOP commands.

Even better - life policies have premium grace periods.

Yes - within WhatsApp's approved categories.