PolicyPing automatically sends WhatsApp renewal reminders from your own number at 60, 30, 14, 7, and 1 day before every policy expires. Clients reply YES on WhatsApp. The renewal is confirmed. You get notified. No manual follow-up needed.
Start free — set up in 10 minutesSet up once. Runs automatically for every policy in your portfolio.
Import your full portfolio from Excel in under 2 minutes. PolicyPing reads the expiry dates and starts the reminder schedule immediately.
At 60, 30, 14, 7, and 1 day before each expiry, PolicyPing sends a WhatsApp message from your number to your client.
Client replies on WhatsApp. PolicyPing captures it, marks the policy as renewed, and sends you an instant alert.
Six automatic touchpoints. Fully configurable.
60 days before expiry
Early notice — client has time to shop around, renew budget, or adjust cover.
30 days before expiry
Main renewal conversation. Most clients confirm here.
14 days before expiry
Follow-up for clients who haven't responded yet.
7 days before expiry
Urgent nudge. Includes direct broker contact details.
1 day before expiry
Final reminder — cover expires tomorrow.
On expiry date
Notification that policy has lapsed. Broker alerted.
Your number, your brand
Every message comes from your WhatsApp number. Clients trust messages from their broker — not an unknown system.
Six touchpoints, zero effort
Set up once and forget it. PolicyPing runs the reminder schedule for every policy automatically — even on weekends and holidays.
Client replies are captured
When a client replies YES to renew, the policy status updates automatically and you receive an instant broker alert.
Works for all policy types
Motor, AAR, fire, fidelity, liability, bonds — any policy class. If it has an expiry date, PolicyPing reminds on it.
PolicyPing monitors every policy expiry date in the broker's portfolio. At configured intervals (default: 60, 30, 14, 7, and 1 day before expiry), it automatically sends a WhatsApp message to the client from the broker's own WhatsApp number. The client sees a message from their broker — not a generic system — improving open rates and renewal conversions.
Clients see the broker's own WhatsApp number. PolicyPing sends reminders via the broker's linked WhatsApp account, so every message appears to come directly from the broker. This is why response and renewal rates are higher compared to bulk SMS from an unknown number.
Yes. Brokers on the PRO and AGENCY plans can customise the reminder message template for each interval (60, 30, 14, 7, 1, and 0 days). Free and BASIC plan users use a professional default template that includes the client's name, policy number, insurer, and expiry date.
When a client replies "YES", "RENEW", or similar to a renewal reminder, PolicyPing automatically marks the policy as renewal-confirmed and notifies the broker with a WhatsApp alert including the client's name, policy number, and expiry date. The broker can then finalise the renewal without any manual follow-up.
Yes. Clients can reply STOP to any reminder message to opt out. PolicyPing processes this instantly and marks the client as opted out — no further reminders are sent to that number. Clients can re-subscribe at any time by replying START.
PolicyPing sends renewal reminders for all insurance policy types — motor (comprehensive, TPFT, third party), Assets All Risks (AAR), fire and special perils, fidelity guarantee, money insurance, public liability, bonds, marine, life, and any other class. The reminder is based on the expiry date, regardless of insurer or policy class.
Create a free PolicyPing account, link your WhatsApp number, and upload your policy portfolio via Excel. Reminders start automatically. Setup takes under 10 minutes and no technical knowledge is required.
Free to start. Upload your policy list and reminders start automatically.
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