The "Renewals" section on the GreenGo platform is your working tool that helps you remind clients about renewal in time, not lose deals, and build a regular flow of registrations without chaos in notes, spreadsheets, and reminders.

In short: the system itself suggests who to write to and when, and you act calmly, confidently, and professionally.

In insurance, sustainable growth is most often built not on the constant search for new clients, but on long-term relationships with those who already trust you. Working with an existing client base allows you to build a more predictable process and reduce the burden of acquisition.

For a client, policy renewal is a familiar and understandable step. It is important for them to be reminded of the deadline in advance and offered a convenient, clear registration format without unnecessary actions.

That is why systematic work with renewals becomes an important element of a professional approach. The "Renewals" section helps to build communication in a timely manner, maintain contact with clients, and form a stable foundation for further work.

This is the section where all policies are collected that:

• need to be renewed already,
• or will need renewal soon.

The platform automatically groups them by date, shows key numbers, and helps quickly find the right policy through search and filters.

As a result, you:
✅ don't keep deadlines in your head
✅ don't miss renewals
✅ work from a clear list
✅ plan tasks for the week and month
✅ increase client return rates

The section shows key indicators that usually have to be calculated manually:

• how many policies are currently up for renewal;
• potential sales amount (how much can be issued upon renewal);
• average check;
• renewal percentage (how well you retain clients).

Why this is important:
when you see the numbers, you start working not "on feelings" but systematically:

• you understand how many tasks are actually in progress,
• you can set a goal to "close X renewals per week",
• you see growth and progress.

The platform distributes policies by time categories — this is convenient because you immediately see priorities:

• expired in the last 30 days
  These are clients who might have already gone to others. But often they are still ready to renew — if you write quickly and correctly.
• expiring in the next 30 days
  The most "attractive" category. The client doesn't need to decide urgently yet, but they are already ready to discuss. Soft reminders work great here.
• expiring in the next 90 days
  This is your calm planning zone. You can build communication in advance and distribute tasks so that there are no backlogs later.

Why this is convenient: you no longer "dig" through your client base. The system itself forms a funnel for you by time — from urgent to planned.

When there are many renewals, speed is important. On GreenGo you can:

• filter by policy type;
• select the desired period by date;
• quickly find a specific client / registration.

Why this is needed in practice:

• you open the section → filter "in the next 30 days" → work through the list;
• or a client writes to you → you find their renewal → quickly resolve the issue.

Renewals close this gap: the system reminds you, and you act according to plan.

The problem with notes and spreadsheets is that they don't update automatically.
Renewals are a live list that is always up to date.

One-time registrations always come "in waves".
Renewals form a stable flow of tasks that allows you to:

• plan your workload;
• distribute income more evenly;
• feel confident throughout the month.

A timely message is perceived as attention and service:

"Oh, good that you reminded me."
"Thanks, I was just about to take care of it."
"Let's renew."

Here is a simple algorithm that helps not to get overwhelmed while keeping everything under control.

This is the most convenient range:
not too early, but already relevant.

One of the best formats:
Important:

• address by name;
• don't overload with details;
• suggest an action ("calculate today?").

Renewals help you keep the picture: what's in progress, what's closed, what needs attention.

This helps avoid last-minute rushes at the end of the month.

Yes. Many people put off renewal even if the deadline has passed. If you write correctly and calmly, you can win the client back.

If you write in advance and to the point — no. It looks like service. Especially if you offer help rather than pressure.

Usually, the following is enough:

• 1 reminder 30 days before,
• 1 — 7–10 days before,
• 1 — on the expiration day (if needed).

The "Renewals" section in GreenGo is a tool that:

• helps retain clients,
• reduces losses,
• simplifies planning,
• makes work calmer,
• and provides stability in results.

Instead of "remembering who to write to", you simply open the section and see a ready-made action plan.

✅ Go to the "Renewals" section right now and see which renewals you have in the next 30 and 90 days. This is the simplest step that quickly turns into results.