A cancelled policy for non-payment is the worst outcome for everyone. This tracks what is due, chases early, and warns before a cancellation deadline.
What's Included
- Premium due and instalments with dates on each.
- Arrears visible early rather than at the cancellation notice.
- Cancellation deadlines flagged with time left to act.
- An assistant that drafts the reminder proportionately.
How To Use
- Chase early and gently. A cancellation helps nobody.
- Track the carrier cancellation deadline separately from the due date.
- Offer instalments where you can rather than losing the policy.
- Escalate to a call before a policy is at risk, never after.
Reconcile it against commission tracking, and invoice with invoicing prompts.