Make renewal communication easier to configure and complete

Renewal follow-up works better when the message, previous policy and customer context travel together.

SIBRO now gives broking teams more control over renewal communication and reduces the need to locate last year’s document separately.

What changed

• Policy-renewal SMS messages can use the newer configurable SMS settings.
• The previous policy document can be included automatically in renewal communication.
• The communication remains connected to the renewal workflow and its follow-up history.

Why this matters

A renewal reminder is more useful when the broking firm can control the wording and the recipient has the context needed to respond. Attaching the previous policy saves the servicing team from searching for the document and helps the customer or insurer review the expiring cover.

Keeping the communication inside the workflow also gives the team a clearer record of what was sent and when the next action is due.

Availability

Message templates, document inclusion and delivery channels depend on the communication settings enabled for your organisation.