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Renewal reminders & WhatsApp

When reminders fire, one-click WhatsApp messages, and creating the renewal policy.

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60 days before30 days before7 days beforeEnd datein-app + client emailin-app + client emailin-app + client emailWhatsApp button readyWhatsApp button readyWhatsApp button readythen Expired if not renewed
Reminders 60, 30 and 7 days before the end date

Every day the job checks active policies that are not renewed yet. When a policy enters a reminder window, the agent, owners and managers are notified and the client gets an email if they have one. Each reminder is sent once.

The renewals page
  1. 1Window summary
  2. 27 / 30 / 60 days / expired
  3. 3Ready WhatsApp message

WhatsApp message

  1. 1Click the WhatsApp button next to the policy: WhatsApp opens with a ready Arabic message to the client's WhatsApp number.
  2. 2Check the text and press send in WhatsApp. The contact is logged on the policy.
  3. 3Once agreed, click “Renew” to create a linked draft, then enter the new number and activate it.
Message templates
  1. 1Placeholders
  2. 2WhatsApp text
  3. 3Live preview

Edit the texts in Settings → Templates. Placeholders such as {clientName}, {policyNumber} and {endDate} are filled in automatically.

The daily job only uses the 60, 30 and 7 day windows; extra windows are stored but not sent yet.

Renewal reminders & WhatsApp · Waseet