Insurance renewal reminder software

Insurance renewal reminders that fire before coverage gaps open

Lapsewise sends automatic email, SMS and Slack reminders before every insurance policy renewal deadline. Paste in your policies, set the dates once, and let the system remind the right people at 60, 30, 7 and 0 days before each renewal.

Free plan available. No credit card required.

Why a spreadsheet is not enough

Insurance renewal dates sit in broker emails, a shared inbox nobody monitors, or a spreadsheet that was accurate once. When the renewal creeps up, it often surprises the one person who owns it, or nobody at all.

A missed renewal means a gap in coverage. For liability, professional indemnity or workers compensation, even a one-day gap can be costly, and your broker cannot always backdate a lapse. The risk is real, the fix is simple.

Calendar reminders sound like the answer, but they fire once, hold no document and carry no context. Lapsewise reminds you at the right intervals, attaches the policy document, and keeps a clear audit trail of what was reminded and when.

Everything in one place

Reminders at 60, 30, 7 and 0 days before renewal

Add a policy expiry date once and Lapsewise schedules all four reminder touchpoints automatically. Reminders go out at 08:00 in each recipient's local timezone, every time, without manual follow-up.

Notice-period aware

Many policies require 30 or 60 days written notice to cancel or change terms. Lapsewise fires a reminder before the notice window closes, not just on the renewal date, so you can act while the option is still open.

Policy document on file

Attach the policy PDF or certificate of insurance directly to each record. When a client or auditor asks for proof of coverage, it is one click away.

Team assignment

Assign each policy to the person who owns the renewal, whether that is your office manager, finance team, or broker contact. Only the right person gets reminded.

Premium tracking

Record the annual or monthly premium on each policy. See your upcoming renewal costs by month and quarter so finance is never surprised when invoices land.

All policy types in one place

General liability, professional indemnity, workers compensation, cyber, property, auto and more. Every policy type sits on one runway, sorted by what is coming due soonest.

Powered by the Lapsewise renewal engine

The same dependable engine that tracks certifications, contracts and grants.

One runway of every date

See what is coming up across every record, sorted by urgency, on a single calm dashboard.

Reminders before it lapses

Email, SMS and Slack reminders fire in each person's own timezone, days before the deadline.

Documents attached

Drop the PDF onto the record. The file lives in private per-workspace storage, ready when you need to prove it.

AI reads the dates

Upload a document and AI extracts the dates, type and parties. You confirm, it fills the record.

Who it is for

Office and operations managersFacilities managersConstruction and trades businessesProfessional services firmsHealthcare practicesFinance and procurement teamsAny business holding three or more policies

Frequently asked questions

What is an insurance renewal reminder?

An insurance renewal reminder is an automated alert that fires before an insurance policy expires or comes up for renewal. Instead of relying on a broker email or a calendar entry, the system tracks each policy's renewal date and sends reminders to the right person at set intervals, such as 60, 30, 7 and 0 days before the deadline. Lapsewise does this across all policy types in a single dashboard.

How far in advance should I get an insurance renewal reminder?

Most brokers recommend starting the renewal process at least 30 to 60 days before expiry. For policies with notice periods, such as professional indemnity or specialist coverage requiring underwriter review, 60 days is the safe minimum. Lapsewise sends reminders at 60, 30, 7 and 0 days by default, so you have time to gather quotes and complete paperwork without rushing.

Which types of insurance does Lapsewise track?

Lapsewise tracks all business insurance policy types: general liability, professional indemnity, workers compensation, public liability, product liability, cyber liability, property, commercial auto, directors and officers, and more. Each policy type is stored with its insurer, policy number, effective date and expiry date.

How is a reminder system better than a calendar alert?

A calendar alert fires once, holds no document and sends no context. If the person it was set for leaves, the reminder disappears with them. Lapsewise sends multiple reminders at set intervals, attaches the policy document to each alert, routes to the assigned team member, and keeps a log of what was sent and when. It also accounts for notice periods, not just the end date.

How does Lapsewise differ from the insurance-management-software page?

The insurance module page covers the full management picture: storing policies, tracking premiums, managing certificates of insurance and the audit trail. This page focuses on the reminder workflow specifically, which is what most teams need first. Both use the same underlying module.

How much does it cost?

Lapsewise has a free plan for up to 5 records with email reminders included. Paid plans are flat per workspace: Starter at $19 per month adds unlimited records and CSV import; Pro at $49 per month adds SMS, Slack notifications and AI document parsing. No per-user seat fees.

Track more than insurance renewal reminder software

Never let it lapse

Lapsewise sends automatic email, SMS and Slack reminders before every insurance policy renewal deadline. Paste in your policies, set the dates once, and let the system remind the right people at 60, 30, 7 and 0 days before each renewal.

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