Notifications & Alerts

Keep customers informed with automated multi-channel notifications. Send renewal reminders, payment alerts, birthday wishes, and custom messages via Email, SMS, and WhatsApp with delivery tracking and scheduling.

What is Notifications & Alerts?

Our Notifications & Alerts system provides unified multi-channel communication with template management, delivery tracking, and automated scheduling. Send renewal reminders at 30, 15, and 7 days before expiry, payment confirmations, birthday wishes, and custom alerts across Email, SMS, and WhatsApp.

Key Features

Renewal Reminders

Automated reminders sent at 30, 15, and 7 days before policy expiry across all channels.

Multi-Channel Delivery

Send notifications via Email, SMS, and WhatsApp simultaneously or choose specific channels.

Custom Alert Rules

Create custom triggers based on events, dates, or actions with flexible scheduling options.

Birthday Wishes

Automated birthday greetings sent to customers with personalized messages and special offers.

Template Management

Create and manage message templates with dynamic variables and personalization.

Delivery Tracking

Track delivery status, open rates, and click-through rates with detailed analytics.

Why It Matters

Increase Renewals

Automated reminders increase renewal rates by 40% by catching customers before they forget.

Save Time

Eliminate manual reminder calls and emails, freeing your team for high-value activities.

Improve Engagement

Regular touchpoints through birthday wishes and updates keep customers engaged with your brand.

Never Miss a Deadline

Automated scheduling ensures no renewal or payment deadline slips through the cracks.

How It Works

1
Set Up Rules

Configure notification rules and triggers for different events.

2
Create Templates

Design message templates with personalization variables.

3
Auto-Send

System automatically sends notifications based on triggers.

4
Track & Optimize

Monitor delivery and engagement metrics to improve effectiveness.

Related Features

WhatsApp Integration

Send notifications via WhatsApp Business API with high delivery rates.

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Policy Management

Automated renewal reminders linked to policy expiry dates.

Learn More →
Customer Management

Birthday alerts and personalized messages based on customer data.

Learn More →

Ready to Automate Customer Communications?

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