Never lose a policy renewal - remind and collect on WhatsApp.
Turn policy expiries into renewals. Import your book, and Wamafy reminds each client before their renewal date - with the insurer's per-policy renewal link attached - then advances the policy to the next term once it's renewed. Built for the reminder-and-follow-up grind that runs an insurance practice.
₹4,788 billed yearly. + 18% GST extra
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Perfect for
What you get
Import a CSV of your policies - client name, phone, policy, renewal date and premium - and Wamafy takes it from there. Map only the columns you want; nothing is inferred.
Set the offsets once - say 30, 7 and 1 day before the renewal date - and every client gets a nudge at the right time, with the insurer's renewal link so they can pay the premium in one tap.
Once a policy is renewed, advance it to the next term - the renewal date moves, reminders reset, and the client drops off the chase list until next time.
Good to know
To the insurer. For most agents the premium is paid to the insurance company, so you paste the insurer's per-policy renewal link and Wamafy sends it in the reminder - the client pays the insurer directly. If you collect-and-remit yourself, switch on Collect payment in Setup to use your own gateway instead.
Insurance Renewals is a paid Wamafy add-on, billed through Wamafy like the other add-ons - the current price is shown above.
Show us how your business works. We set it up with you in a free expert session, before you pay anything.