How can we reduce the risk of missing an instalment or an important policy renewal?

Where is the problem?

When there are many policies, dates can easily get lost between emails, folders and calendar notes. Missing one may have consequences under the particular terms.

How do we approach it?

1. We register policies, instalments and renewal dates.
2. We set advance reminders that leave sufficient time to act.
3. At critical deadlines, we add personal contact where necessary.
4. After a policy change, we update the schedule rather than keeping old dates.

What should you check beforehand?

• Which policies are critical to operations?
• Are premiums paid in instalments?
• Who should receive the reminders?