Use case
Renewals that arrive early and stop when they should.
Remind customers before the due date, answer their questions in the inbox and follow up only with those who have not renewed.
Illustrative journey
The journey, step by step
Thirty days before
A utility template with a tracked "Renew now" link.
Hi Anil, your health policy ending 3309 renews on 12 Dec 2026. Premium ₹18,600.
Renew nowTalk to usThe customer has a question
Routed to the Renewals team with the policy number.
Talk to us
A reminder for those who have not acted
Retarget only people who did not click, from the campaign report.
Your policy renews in 7 days.
Renew nowRenewed
Your system's file or a tag removes renewed customers from the next send.
Thank you, Anil. Your policy is renewed.
What you set up
- 01Renewal templates for each stage
- 02A daily file or segment of upcoming renewals
- 03Campaign schedule and send windows
- 04Renewals team and routing
Guardrails built in
- Opted-out customers excluded
- Maker-checker approval for each send
- Live monitor and pause at any time