Features/Sales, revenue & renewals
02Sales, revenue & renewals

Renewals

Plans expiring this period and already lapsed, with revenue at risk and a one-tap renew.

Renewals · Worklist
ExpiringLapsed
Rohan M.
Annual · ₹90,000
Ends in 3 daysRenew
Divya P.
Quarterly · ₹12,000
Ends in 6 daysRenew
Amit S.
Monthly · ₹3,500
Lapsed 2 daysRenew
A representative look at Renewals — sample data shown for illustration.

A single worklist of every plan expiring this period and everything already lapsed, with the revenue at risk beside each name. Renew in one tap — this is where a big slice of your monthly income is protected.

What you can do

Expiring and lapsed, ranked

The plans that need attention now, ordered by how soon they end.

Revenue at risk in view

See the rupees on the line so you work the highest-value renewals first.

One-tap renew

Renew a member without re-entering their plan — history stays intact.

How it works

01

Plans approach expiry

The worklist gathers everyone expiring this period and already lapsed.

02

Work the list

Call and renew, starting with the highest revenue at risk.

03

Renewed in a tap

One action extends the plan and updates their renewal date.