Contract Expiry on WhatsApp
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
Business Impact
Customization Options
Adapt this solution to your contracts:
- Insurance policies
- Investment funds
- Loans
- Mortgages
- Deposit accounts
- Premium subscriptions
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Automate expiry notifications.
