Insurance Policy Renewal Reminders

Main use cases:

1. Automatically send reminders to clients when their insurance policies are near expiry.
2. Schedule daily or periodic checks to ensure timely reminders are sent.

How it Works:

This workflow helps ensure clients receive timely reminders about their insurance policy renewals. Here's how it works:

1. Scheduled Trigger for Policy Expiry Check

• The workflow runs at a scheduled time each day (or as specified).
• It checks for policies in the Airtable database that are nearing their expiry date.

2. Retrieving Client Data from Airtable

• The workflow retrieves client insurance data stored in Airtable, including policy expiration dates.
• It checks for policies that are within a defined renewal period (e.g., 30 days before expiry).

3. Policy Expiry Check

• If the expiry date of a policy is found to be within the defined renewal period (or expired), the workflow proceeds to the next step.

4. Sending Email Reminders

• The workflow sends an automated email reminder to the client about their policy renewal, providing necessary details such as expiry date and renewal steps.
• This ensures clients are notified in time to avoid lapses in coverage.