Stop losing renewals to WhatsApp and spreadsheets.
ReFollo gives you one queue for every client renewal. See who is overdue, who is due today, and who needs a call this week. Nothing sits buried in a chat thread again.
No credit card required · 14-day free trial · ₹259/month incl. tax
Has a client's policy ever lapsed and you only found out after the fact?
Most agents say yes. It rarely happens because of laziness. It happens because renewals live in ten different places at once.
This is what a missed renewal usually looks like
Renewal reminders lost in WhatsApp chats
Policy expiry dates tracked in three different spreadsheets
A client calls to say their policy already lapsed
Staff forgetting who they were supposed to call
Built around how renewals actually work
Not a general CRM you have to bend to fit your work. A queue that already understands renewals.
Renewal queue by expiry date
Every policy shows up when it needs attention. Overdue, due this week, due this month. You always know where you stand.
Daily follow-up list
Open ReFollo each morning and see exactly who to call. No scrolling through chats or checking three files first.
Assign renewals to staff
Split renewals across your team and see who owns which client. Nothing gets picked up twice, nothing gets skipped.
Full client and policy history
Every call, note, and past renewal for a client sits in one place. Walk into any conversation with full context.
From your existing book to a working queue
Most agents are set up and running the same day. No IT team, no training.
Add your clients and policies
Bring in your existing book of clients and link each policy to them. Takes an afternoon, not a week.
Set renewal and follow-up dates
Use expiry dates or your own schedule. ReFollo tracks it from here.
Check your queue every morning
See who is overdue, who is due today, and who is coming up this week.
Call, log, done
Log the call or note against the client. Move to the next one. The queue updates itself.
“We went from losing 20% of renewals to nearly zero. ReFollo changed how our team works every morning.”
Ramesh S.
Insurance Agent, Mumbai
One recovered renewal pays for months of ReFollo
₹259 a month, per organisation, with 1 admin and 4 staff included. No seat games, no hidden tiers.
- Unlimited clients, policies, and follow-ups
- 1 admin + 4 staff members included
- Full activity notes and renewal history
- 14-day free trial, no credit card required
Your next renewal doesn't have to slip. Start today.
Add your first clients and see your renewal queue for yourself. It takes minutes, not a training session.