Mindie for insurance agents and advisors

Updated .

Mindie is a WhatsApp assistant that keeps an insurance agent's policy renewals, quote follow-ups and claim check-ins in one chat. Send "remind me on 1 May at 10am that the Walkers' home policy renews on 1 June" and the renewal conversation starts a month early.

Insurance is a renewals business. A client who hears from you before their policy renews tends to stay. One who hears nothing shops around.

Mindie

on WhatsApp

  • A renewal coming up

    Remind me on 1 May at 10am that the Walkers' home policy renews on 1 June

  • After a quote

    Remind me Friday at 11am to follow up with Grace on the life cover quote

  • A claim in progress

    Note: Tom Reid's car claim, adjuster visiting Tuesday, waiting on the repair estimate
Tap send to try one on WhatsApp, no sign-up needed.

What agents use it for

  • Renewals, a month or more ahead, for every policy.
  • Quote follow-ups, a few days after sending.
  • Claims in progress: adjuster visits, documents to chase, updates to give.
  • Client notes: family changes, new cars, new homes, by voice note.
  • Your own licence and training renewals.

Why it fits

  • Clients already message you on WhatsApp. Set the follow-up in the next chat over.
  • Screenshots of renewal lists become reminders in one go.
  • Ask for notes before a call: "what's going on with Tom Reid's claim?"

How it works

Link your WhatsApp number, then send reminders, notes and lists in plain words, voice notes or screenshots. Mindie confirms each one and messages you on time, in your timezone. Reply to a reminder to move it. Every Sunday it sends a recap of the week ahead.

What Mindie doesn't do

  • It doesn't message clients or quote policies.
  • It isn't a CRM or agency system.

Questions

Does Mindie remind my clients about renewals?

No. Mindie only messages you. It reminds you to contact the client; the message comes from you.

Can I set many renewal reminders at once?

Yes. List several in one message, or send a screenshot of a renewal list, and Mindie sets each one after checking with you.

Is Mindie a CRM?

No. It's for the follow-ups that happen between meetings. Keep policy records in your agency's system.

Mindie works in your own WhatsApp chat: it reminds you, and never messages your clients, patients or family for you. Checked on 29 October 2026.

Topicsreminder app for insurance agentspolicy renewal reminderinsurance client follow upinsurance advisor task manager

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Text Mindie and try it first, no sign-up. When you're ready, start your 7-day free trial with every feature, then $9 a month or $90 a year.

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