Office manager: stop policy lapses with payment alerts

Office managers miss past-due flags on policies, risking avoidable cancellations. Email and SMS reminders notify customers within minutes so billing can secure payments and prevent cancellations.

Overview

Missed past-due notices create cancellation risk and revenue leakage for small insurance firms. This workflow ensures billing contacts policyholders by email and SMS when a past-due flag appears, eliminating missed follow-ups and keeping premiums from aging.

Notable Features

Send personalized SMS and email
Flag past-due policies for collectors
Create audit trail of notifications