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 Trustpilot200+ teams · ISO 27001

Memorae

Friday
I sent the fleet insurance proposal to Transportes Gil12:10
Noted. When do you want to call them again?12:10
Tuesday. And tell me if they reply before12:11
Done. I’ll remind you on Tuesday at 10:00. And if an email from them arrives, I’ll tell you.12:11
I’m sending you the photo with Mario’s November renewals. Remind him of each one a week before12:20
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

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

Reminders

Tuesday

Call Transportes Gil backFor you10:00

November

12 renewals, a week aheadMario, on your behalf9:00

Drag to compare.

With Memorae

12 renewals, a week aheadRight on time9:00

Call Transportes Gil backRight on time10:00

Marta Ruiz claim: request the reportRight on time12:00

Send the policy to Clínica MarRight on time17:00

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

As a teamWhatsApp

Every agent gets their renewals a week in advance.

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

MemoraeDone. 12 renewals: Mario gets each one a week before, at 9:00.

For youWhatsApp

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

YouI sent Transportes Gil the fleet insurance proposal. Remind me to call them on Tuesday

MemoraeDone. I’ll remind you on Tuesday at 10:00.

YouAnd tell me if they reply before

MemoraeDone. If an email from them arrives, I’ll tell you here.

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