Renewals

Using the admin dashboard to send automated renewal reminders
The renewal reminder system within CFS allows you to define a series of automated reminders to send to clients before their policy expires by email, SMS and letter.

Renewals
Setup time-based reminder templates for outstanding renewal invites
The renewal reminder system within CFS allows you to define a series of automated reminders to send to clients before their policy expires by email, SMS and letter.

Setup Renewals