Renewal date
Traceable.
Hotel feature
Deadlines and reminders for insurance and financial advisors across Italy
Prices are in EUR plus VAT, the scope is fixed before the project starts and there are no surprises on the invoice. Prices are quoted in EUR, and the scope is fixed before work starts, so the invoice holds no surprises. Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears. A separate alert arises for a missed deadline.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
Deadlines protect revenue and trust
When a policy is recorded its end and termination dates enter the calendar automatically; how many days ahead to warn is defined for each. From a reminder the adviser can plan a client meeting and the outcome is logged.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Italian specifics
Exact deadlines are set by contract and regulation; entering and verifying a deadline is the adviser’s responsibility.
Frequently asked questions
Do reminders go to the client too?
If you wish; by email or SMS where client consent is recorded.
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