# Insurance renewals that never slip through | Memorae

> Every agent gets their renewals with time to spare, and every proposal comes with a reminder to call back. How insurance teams use Memorae.

URL: https://memorae.ai/use-cases/insurance/
Language: English

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# No renewal slips through.

Every agent gets their renewals with margin. And every proposal, with its reminder to call again.

Free setup and 14 days for the whole team.

4.1 on Trustpilot 200+ teams · ISO 27001

Memorae

1. Friday
2. I sent the fleet insurance proposal to Transportes Gil 12:10
3. Noted. When do you want to call them again? 12:10
4. Tuesday. And tell me if they reply before 12:11
5. Done. I’ll remind you on Tuesday at 10:00. And if an email from them arrives, I’ll tell you. 12:11
6. I’m sending you the photo with Mario’s November renewals. Remind him of each one a week before 12:20
7. Done. 12 renewals: Mario gets each one a week before, at 9:00. 12:20

## What slips through today.

Slips through

Policy renewals

Proposals that go unanswered

Clients waiting for a call

## Your week, in place.

The chat above, already in order. Everyone, on time.

Reminders

Tuesday

Call Transportes Gil back For you 10:00

November

12 renewals, a week ahead Mario, on your behalf 9:00

## The same day. With me and without.

Drag to compare.

With Memorae

12 renewals, a week ahead Right on time 9:00

Call Transportes Gil back Right on time 10:00

Marta Ruiz claim: request the report Right on time 12:00

Send the policy to Clínica Mar Right on time 17:00

## How they use it.

The real conversation. Tap “Start with this case” and take it from there.

As a team WhatsApp

### Policy renewals

Every agent gets their renewals a week in advance.

**You** I’m sending you the photo with Mario’s November renewals. Remind him of each one a week before

**Memorae** Done. 12 renewals: Mario gets each one a week before, at 9:00.

For you WhatsApp

Remembers when to call again and tells you if they reply.

**You** I sent Transportes Gil the fleet insurance proposal. Remind me to call them on Tuesday

**Memorae** Done. I’ll remind you on Tuesday at 10:00.

**You** And tell me if they reply before

**Memorae** Done. If an email from them arrives, I’ll tell you here.

## For you or your team?

[**For my team** Free setup and 14 days for the whole team. From $14 per person a month.](https://memorae.ai/pricing/teams/) [**For me** 7 days free, with the full plan. From $5 a month.](https://memorae.ai/pricing/personal/)

Want Memorae in your WhatsApp groups? [Join the private beta](https://memorae.ai/p/beta-groups).