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Rajida CRM

Automate Policy Renewals & Claims Status via Verified SMS

Prevent policy lapses with timely 30-day and 7-day renewal reminder texts. Send real-time claim inspection updates and direct payment links to policyholders.

Automated 30-day, 14-day, and 3-day premium renewal reminders
Instant claim assessment updates with officer contact info
Two-way conversational texting for missing document collection
Carrier-verified sender identity protecting client trust
Policy Core Gateway — Automated Renewal Triggers
Core System Linked
Policy # POL-98402 (Motor Comprehensive)RENEWAL PAID
Holder: Rohan SenanayakePremium: LKR 48,000

"Dear Mr. Senanayake, your comprehensive motor policy expires on Aug 30. Tap here to renew instantly online: tp.lk/renew-98402"

Payment Confirmation:Received online at 09:14 AM
Lapse Reduction-38%
Digital Payments82%
Insurance Operational ROI

Measurable Reductions in Policy Lapses & Call Center Load

Benchmarks across 85+ insurance underwriting and brokerage partners.

Reduction in Policy Lapses
-38%Automated SMS Alerts

Multi-stage renewal notifications reach policyholders before coverage accidentally expires.

Instant Digital Premium Payments
82%Direct Text Links

Policyholders settle premiums via secure mobile payment links directly from their reminder SMS.

Inbound Claim Status Inquiries
-60%Proactive SMS Triggers

Automating claim milestone texts keeps clients informed and frees call center agents for complex cases.

Insurance Workflows

Secure & Compliant Messaging for Policy Management

Built to integrate with core insurance ERPs, policy management databases, and claims dispatch software.

Claims Visibility

Real-Time Claims Milestone Notifications

Keep policyholders updated at every stage of their claim process — from FNOL registration to assessor inspection and final payout settlement.

Notifies claimant when an assessor has been assigned with direct contact details
Sends secure upload links for vehicle damage photos and police report copies
Notifies bank account credit instantly upon claim settlement approval
Claim Milestone: Assessor DispatchedSTATUS: EN ROUTE

Claim # CLM-2026-810

"Assessor Mr. Silva (077XXXXX) has been assigned to inspect your vehicle today between 2-4 PM."

> Dispatched via Priority Transactional Route

Document Collection

Two-Way SMS for Fast Document Collection

Never let policy underwriting stall. Allow clients to text back missing NIC photos, renewal slips, or signature verifications.

Assign incoming policy texts to assigned underwriting officers
Stores all message transcripts securely for compliance audits
Reduces policy issuance delays from weeks to minutes
Underwriter Text Stream

"Client sent photo: NIC_Back.jpg · Auto-attached to Policy # POL-98402"

Underwriting Approved