Missed premium follow-up
Fewer clients find out they're uninsured when they go to claim. Every missed premium gets a same-day nudge and a clear deadline.
Hours back
2
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Payment notices picked up
Failed payment and lapse warnings from insurers and funders are read and matched to the client.
- 02
Same-day message to the client
A plain note by email and text: what's been missed, how to pay, and the date their cover is at risk.
- 03
Follow-ups until it's sorted
Another reminder before the deadline, stopping as soon as payment is confirmed.
- 04
An at-risk list for the team
Every policy close to lapsing, sorted by deadline and premium, for someone to ring.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Handlers ring anyone close to lapsing and deal with every reply. The build never cancels or reinstates a policy.
What it's worth
What those hours add up to.
2 hours a week, over 46 working weeks, is 92 hours a year. At $50 an hour, that’s
$4,600
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Notices about failed direct debits and unpaid instalments arrive from insurers and premium funders by email, mixed in with everything else. Someone works through them when they can. A few slip, and the client finds out at claim time.
What we build
- Payment notices picked up
- Same-day message to the client
- Follow-ups until it's sorted
- An at-risk list for the team
A month in
Every missed payment gets a nudge the day it's reported, the team rings the few still at risk before the deadline, and fewer clients discover the gap at claim time.
FAQ
Will clients find missed premium texts intrusive?
Rarely. The texts are short, factual and only sent when a premium payment really has failed. Most people would rather hear before their cover lapses than after.
Can missed premium follow-up take payment?
No. The message points clients to the insurer's or premium funder's usual way to pay. Card details never pass through the build.
More for insurance agencies
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Thirty minutes on missed premium follow-up. We build its elf with you, live, and you keep it.