Financial Services · Servicing

Annual Review & Rate-Change Outreach

Book the annual reviews and rate-change conversations that would otherwise lapse.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Agent tracks each client's agreed annual review cadence via the CRM and takes the cohort due a review or affected by a rate change, pulled from the policy/loan administration system.
  2. Notifies each customer on their channel, in their language, consent respected.
  3. States the facts only — what changes, when, what their options are procedurally.
  4. Books the review with the right licensed adviser, straight into the diary.
  5. No recommendation is ever made — the conversation itself is the adviser's. Outcome and any client-requested changes are logged to the CRM.

Data sources

Product & renewal dates Rate-change notices Adviser calendars CRM

What it targets

  • Affected customers notified Target 99%
  • Reviews booked Target 15%
  • Opt-out rate Target 1%