For professionals ยท Insurance & Financial Advisors

Every renewal you forget is a commission that walked away.

Policy renewals, premium dates, client birthdays, the follow-up you promised: your income lives in a hundred deadlines. Text each one to NagMeLater and it nags you before the policy lapses, remembers what each client wants, and hands you a call list every morning.

First 5 reminders free ยท No app, no signup ยท Works in any language

Every lapsed policy is lost income

A renewal you forgot to chase is a client who quietly switched, and a commission that walked out the door.

Your book lives in your head

Hundreds of clients, each with a renewal month, a premium date and a preference. No memory holds all of that cleanly.

Follow-ups win or lose the sale

The advisor who calls first, on the right day, closes. The one who remembers a week late is a week too late.

How an insurance advisor runs the whole week on one chat

Reminders were just the door. Behind it: tasks, notes, briefings and more, all by plain texting. Every card links to a full demo.

โฐ WhatsApp Reminders โ†’

Every renewal, nagged before it lapses

A lapsed policy is a lost renewal and a lost commission. Set the nag the day you close: "Remind me on March 20, Sharma motor renewal" fires a year out, and quarterly premium dates repeat forever. The follow-up arrives before the client even thinks about switching.

Remind me on March 20, Sharma motor renewal
๐Ÿ“ Notes & Memory โ†’

Every client detail, on file

Which client wants term over ULIP, whose policy matures next year, who just mentioned a new car: save it the moment you hear it. Ask "who is Sharma" before the call and walk in knowing exactly what to pitch. Your book of business, remembered for you.

note Sharma renews motor in March, wants add-on cover
โ˜€๏ธ Briefings & Reviews โ†’

Your follow-up list, every morning

Every morning, one message: renewals due, premium dates this week, follow-ups that have gone quiet. You open WhatsApp anyway, so the day's commission opportunities are waiting there before your first call.

morning briefing at 9am
โญ AI Prioritization โ†’

Who to call first, ranked

Forty clients, a dozen renewals, everything feels urgent. One word and the AI ranks your real top 3 by deadline and value, with the reason each one matters today, so your morning starts with the calls that actually move money.

prioritize
๐ŸŽฏ Goals โ†’

Your sales targets, counted down

"Goal: close 15 policies by March 31" gets a live countdown and resurfaces as the quarter closes in. Big targets stop being vague once they carry a days-left number, and you can check progress any time with "goals".

goal: close 15 new policies by March 31
๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘ง Group Reminders โ†’

Nag your team of agents

Running a team? "remind @Rohit tomorrow at 11am to submit the Mehta proposal" sends the nag straight to their WhatsApp. Delegate follow-ups without wondering whether they will actually happen, or whether you will remember to check.

remind @Rohit at 11am to submit the proposal

Texts that an insurance advisor actually sends us

Tap any of them, WhatsApp opens with the message already typed.

Frequently asked questions

Can it handle renewals a year out and quarterly premiums?+

"Remind me on March 20, Sharma motor policy renewal" fires a year ahead, and "Remind me every quarter, premium follow-ups" repeats on its own. Monthly, quarterly and yearly dates all work in plain words, so every renewal in your book has a nag waiting before it lapses.

How do I keep hundreds of clients straight?+

Save a note the moment you learn something: "note Priya wants a child plan, budget 10k". Ask "who is Priya" before the call and it hands back everything on file. "prioritize" ranks who to call first, and the morning briefing lists every renewal due.

Does it work in Hindi or Hinglish for my clients?+

Yes. You can text it in English, Hindi or Hinglish and it understands: "kal 11 baje Mehta ko call karna, term plan ke liye" works exactly as well. Your reminders come back in the same language you use.

How much does it cost?+

The first 5 reminders are free with no card, and the to-do list is free and unlimited forever. After that it is $1.99 a month or a one-time $59 lifetime deal, a rounding error against a single renewal commission it saves you.

One WhatsApp chat that runs your whole day, start with one text.

Reminders, to-dos, notes, briefings and more. It takes ten seconds, the first five nags are free, and there is nothing to install or learn.