🛡️ Insurance · Sequence

Policy Renewal Reminder Sequence

The automated renewal journey: reminders before expiry, a pre-filled renewal quote, online payment and the new policy document.

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Drawing diagram…

What this diagram shows

Reminders go out 30, 15 and 3 days before expiry
The renewal quote reuses existing policy data
The new policy PDF is issued as soon as payment succeeds

Prompt used

Policy renewal sequence: a scheduler finds policies expiring in 30 days and asks the renewal service for a quote. The customer gets reminders by SMS, email and WhatsApp with a pre-filled renewal link. The customer reviews the quote and pays through the payment gateway. The policy admin system issues the renewed policy and the document service emails the new policy PDF.

Mermaid code

sequenceDiagram
  participant SCH as Scheduler
  participant REN as Renewal Service
  participant N as Notification Service
  actor C as Customer
  participant PG as Payment Gateway
  participant PAS as Policy Admin System
  SCH->>REN: Policies expiring in 30 days
  REN->>REN: Build renewal quote
  REN->>N: Send reminder with renewal link
  N-->>C: SMS, email, WhatsApp
  C->>REN: Open link and review quote
  C->>PG: Pay premium
  PG-->>REN: Payment success
  REN->>PAS: Renew policy
  PAS-->>REN: New policy number
  REN->>N: Send policy PDF
  N-->>C: Renewed policy

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