The renewal date is coming up, but nobody holds the list of clients to call.

Rocketly is a CRM layer for policyholder communication and the quote process: requests from connected channels attach to a client record, stages are tracked per line of business, renewal reminders are built from the policy expiry date, and claim notifications are recorded and referred. Policy issuance, premium calculation and claim assessment stay in the carrier system; Rocketly works alongside them as the communication and follow-up layer.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan. Phone requests are noted on the same record.

You fill line, carrier and expiry date on every policy record. A workflow triggered as the expiry date approaches opens a task for the owning adviser, prepares a reminder draft for the client and adds the record to a renewal segment. Your team edits the message and decides whether to send it. The policy itself continues to be issued in the carrier system.

No. Policy issuance, premium and discount calculation, collection and claim approval sit in the insurance company system, and agency production screens keep running in parallel. Rocketly does not stand in for those screens. Its job is to record the request, stage the quote process, make renewal and claim follow-up visible, and keep client communication on one history.

The follow-up and referral can: the conversation attaches to the existing policyholder record, the requested information and document list is shared from a template, incoming files are attached and the client is directed to the relevant carrier channel. Assessment of the file, interpretation of cover and the outcome belong to the insurance company; Rocketly states no result or timing for them.

Segmentation and RFM split the book by line, policy count and last activity: clients with motor cover only, policies close to expiry or accounts with no home line become separate lists. You prepare a contact plan per segment, and with 38 ready-made report types you evaluate with your own data which segment converted into a quote.

Yes. On a company client, several contacts plus fleet, premises and group health policies attach to the same account, so quote history and the renewal calendar stay on one card. Workflow Builder ships with 55 templates and offers 46 trigger types, so personal and commercial processes run separately inside one account.

Access is role-based: you define which user sees which records, conversations and reports. The infrastructure is built to operate in line with data protection requirements and activity history is retained. Decisions about internal permissions, document retention and what is shared with the carrier belong to your organization.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone and email alongside custom fields such as policy number, line and expiry date. Checking the mapping with a small sample file first and clearing duplicates beforehand is recommended. Export works in the same formats.