# Mindie for insurance agents and advisors

> Mindie keeps an insurance agent's policy renewals, client follow-ups and claim check-ins in WhatsApp, set by voice note between meetings. 7-day free trial.

Source: https://www.getmindie.app/for/insurance-agents (updated 2026-10-29)

## Messages to send Mindie
- 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"

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.

## 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.**

## FAQ

### 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.

## Related
- [Insurance premium reminder](https://www.getmindie.app/reminders/insurance-premium)
- [Mindie for sales professionals](https://www.getmindie.app/for/sales-professionals)
- [Client follow-up reminder](https://www.getmindie.app/reminders/client-follow-up)
- [Reminder message writer](https://www.getmindie.app/tools/reminder-message-writer)