For insurance agents in Singapore
Never miss a policy anniversary again
A policy anniversary is the one conversation every client half expects and few advisors remember to have. It's a reason to check in that isn't a sales call, and it comes round every year whether you plan for it or not. Miss it, and the client notices the silence.
Knowing the dates matter isn't the hard part. A few hundred clients, each with their own policies and family events, add up to more dates than a calendar handles well. This guide lists the ones worth tracking, and shows how AdvisorKin reminds you before each one arrives.
What a reminder system has to do
Come back every year
Anniversaries and premium dates repeat. A reminder you have to enter again each year is a reminder that eventually stops.
Handle one-off dates too
A maturity date happens once. It should remind you once, then get out of the way.
Include the personal dates
A birthday or a child's first day of school earns more goodwill than any renewal notice.
Help you know what to say
The reminder is half of it. The other half is a message that sounds like you wrote it for them.
The dates worth tracking for every client
Not every one applies to every client. Keep the ones that do and leave the rest blank.
- Policy anniversary
- The natural moment for a yearly review: has anything changed at work or at home, and does their cover still fit.
- Premium due date
- A short note before it's due is far easier than a call about a lapsed policy afterwards.
- Maturity date
- Clients often forget a policy is about to pay out. Reaching them first is service they remember.
- Birthday
- The most dependable reason to get in touch that has nothing to do with selling.
- Next review
- The date you both agreed to sit down again. Easy to promise at the end of a meeting, easy to forget by the next month.
- Family milestones
- A baby due, a child starting P1, PSLE results, NS enlistment, a wedding. Moments when needs change and a thoughtful message lands well.
- Life events
- An operation, a new job, a new home. Ask how it went, and let any talk about cover follow in its own time.
- A follow-up you promised
- The comparison you said you'd send by Friday. The date most likely to cost you the client if it slips.
How AdvisorKin works
- 1
Add the date once
Straight onto the client, marked as every year or just once. Or mention it in a meeting note and press Analyse to have it picked out.
- 2
It's kept with the client
Next to their family, their worries and your notes, so the reminder comes with the whole picture.
- 3
You're reminded in time
On your Today screen, and on Telegram each morning if you connect it: who to reach out to, and why.
What it costs
- Free for up to 10 clients, with no card.
- Starter S$15 a month (S$150 a year) for up to 30 clients.
- Pro S$29 a month (S$290 a year) for unlimited clients.
- Teams of 5 to 20 advisors, S$20.83 a month each paid yearly, free for the first 14 days.
Questions advisors ask
- How do insurance agents keep track of policy renewal dates?
- Most start with a calendar or a spreadsheet, which hold the date but can't remind you on their own or tell you anything about the client. A client book that keeps each date with the person, repeats yearly dates automatically and sends a morning reminder is what stops dates slipping as the list grows.
- How far ahead should I contact a client before their policy anniversary?
- Early enough to prepare a proper review, which for most advisors means a few weeks. For a birthday, a message on the day is right.
- Do the reminders repeat every year?
- Yes, for yearly dates like birthdays, anniversaries and premium dates. One-off dates, like a policy maturing, remind you once. You choose which when you add the date.
- Can I get reminders on my phone?
- Yes. They show on the Today screen when you open AdvisorKin, and if you connect Telegram, a message each morning lists who to reach out to and why.
- Will my clients get reminder messages from AdvisorKin?
- No. Every reminder goes to you only. We never contact your clients.
- Are date reminders included in the free plan?
- Yes. Dates, reminders, the Today screen and the Telegram morning message are all included free for up to 10 clients, with no card and no time limit.
- Does AdvisorKin connect to insurers' systems to find policy dates?
- No. AdvisorKin works the same whichever insurer or firm you're with. You add the dates from the policy documents or your company's system once, and it keeps reminding you from then on.
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