Contract Expiry
Send automatic notifications to clients approaching the expiry of their financial contracts.

The Challenge
Many contracts expire without clients being contacted in time. This causes loss of renewals and opportunities.
How It Works on WhatsApp
Automatic Alert
The system sends a notification 30, 15, and 7 days before expiry.
Renewal Proposal
Present available renewal or upgrade options.
Booking
The client can book an appointment to discuss renewal.
Confirmation
After renewal, send confirmation and new contract documents.
Example Conversation

BusinessBot
Online
Business Impact
Customization Options
Adapt this solution to your contracts:
- Insurance policies
- Investment funds
- Loans
- Mortgages
- Deposit accounts
- Premium subscriptions
Ready to Never Miss Renewals?
Automate expiry notifications.