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Insurance Agents
7 days
to premium due
Insurance Agents
Renewal reminders that stop policies lapsing.
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Financial Advisors
12
reviews due this month
Financial Advisors
Review reminders that keep clients from drifting.
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Mutual Fund Distributors
5th
SIP debit date
Mutual Fund Distributors
SIP reminders before the instalment bounces.
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Loan & Credit DSAs
2
documents pending
Loan & Credit DSAs
Document chasing that runs on its own.
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Real Estate Agents
11:00
site visit tomorrow
Real Estate Agents
Site visit reminders and listing broadcasts.
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Stock Brokers
340
KYC renewals this quarter
Stock Brokers
Market updates and renewal alerts to the right segment.
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Event Planners
₹48,000
balance due before the 12th
Event Planners
Payment reminders that go out before the event.
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Travel Agents
3 days
to departure
Travel Agents
Booking, payment and departure reminders.
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Chartered Accountants
20th
GST return due
Chartered Accountants
GST, TDS and ITR reminders on schedule.
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Coaching Institutes
10th
term fee due
Coaching Institutes
Fee reminders to parents without the phone calls.
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