Never Let a Policy Lapse From a Missed Reminder
Renewal dates and “what's my claim status” questions shouldn't depend on someone remembering to follow up.
Reflys sends renewal reminders on schedule and answers routine policy questions instantly, so clients stay covered and your phone stays quiet.
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Where policies
slip through
Renewal dates get missed without a consistent reminder system, and policies lapse as a result
“What's the status of my claim?” messages flood in the moment a claim is filed
New quote requests arrive after hours and sit until the next business day
Policy and renewal history live in the agency management system, disconnected from wherever clients are actually texting
Proof-of-insurance requests repeat constantly, especially around vehicle registration and closing deadlines
Premium due-date questions take up front-desk time that could go to actual quoting
From Quote Request to Renewed Policy
Renewal Reminders
Automatic reminders sent ahead of every policy renewal date.
Quote Intake Flow
Captures new quote requests any time, even after hours.
Claims-Status FAQ
Instant status updates pulled from what your team enters — never a coverage decision.
CRM Integration
Connects to your agency management system via API or webhook, configured directly into your automations — reads policy and renewal data and writes quote and claims-status updates back in parallel, so nothing's entered twice.
Where Policyholder Conversations Happen
WhatsApp-led — renewal reminders, quote intake, and claims-status updates all land where clients already expect account messages, instead of a letter that gets set aside.
Capture Quote Requests From Your Profile
Instagram DM answers coverage-basics and quote questions from drivers and homeowners shopping for an agent.
Best for:
- Quote requests
- Coverage questions
Keep Every Policy on Schedule
WhatsApp sends renewal reminders, takes quote intake, and shares claims-status updates in one thread per client.
Best for:
- Renewal reminders
- Claims status
Insurance Agency Automation Software That Stops Policies From Lapsing
Many policies that lapse were never meant to. The renewal notice arrived by mail, went into a pile, and the client found out when they needed the coverage. Insurance agency automation software sends the reminder where clients read it, and takes routine requests off the phones so your team has time to quote.
How it works
Remind ahead of every renewal
Insurance renewal reminders go out automatically before each policy renewal date. A lapse in coverage is no longer the result of one missed follow-up.
Capture quotes at any hour
Insurance quote intake collects the details for a new quote request whenever it arrives, so after-hours leads are ready for an agent in the morning. The agent starts the day with vehicles, drivers and addresses already collected.
Share status, not decisions
Claims status updates relay what your team has entered. Coverage decisions and payout questions always go to a licensed person. Clients get an answer in seconds and the claims desk keeps working.
Connect your agency management system
By API or webhook, Reflys reads policy and renewal history and writes requests back, with no duplicate records.
In practice
Picture a client whose auto policy renews on the 15th. On the 1st she receives a reminder with the renewal date and a prompt to reply with any changes. She mentions a new driver in the household. The message is routed to her account manager, who requotes that afternoon. The policy renews on time with the right drivers on it, and nobody mailed a letter.
Practical tips
Send the first reminder three to four weeks out and a second a week before. That leaves time to requote if something changed, which protects client retention.
Treat proof of insurance requests as urgent. They usually arrive from a dealership or a closing table, with someone waiting.
Keep automated answers to facts on file, such as the premium due date. Anything about what a policy covers belongs with a licensed agent.
Questions? We've got answers.
Everything you need to know about Reflys, automations, integrations, and getting started.
No — Reflys shares the claim status your team enters, such as received, under review, or payment issued, and routes anything requiring a coverage decision straight to your adjuster or agent.
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