🔔 Setting Up Policy Reminders
Wevanta can automatically remind you before each premium is due and before your policy matures — so you never miss a payment or lose a policy benefit.
⚙️ Enabling Reminders — When Adding a Policy
- While adding or editing a policy, scroll to the Reminders & Status section
- Toggle Remind Me to ON (blue toggle)
- Set Remind Before (Days) — how many days before due date you want the alert
- 7 days — recommended for most policies
- 30 days — recommended for large annual premiums to arrange funds
- 1 day — for fully automated NACH/auto-debit policies where you just need awareness
- Save the policy — reminders are created automatically
📅 What Reminders are Created Automatically
When you enable "Remind Me" and generate the installment schedule, Wevanta creates:
| Reminder Type | When | Amount |
|---|---|---|
| ⏰ Premium Due: Policy Name #1 | N days before each installment due date | Premium amount |
| ⏰ Premium Due: Policy Name #2 | N days before installment #2 | Premium amount |
| 🎯 Policy Maturity: Policy Name | N days before maturity date | Expected maturity value |
| 💰 Money Back Due (if Money Back type) | N days before each money-back payout | Money-back amount |
🔔 Where to See Your Reminders
- Policy Detail → Reminders Tab — all reminders for this specific policy
- Sidebar → 🔔 Reminders — all reminders across all modules (policies, loans, recurring)
- Topbar 🔔 icon — quick access to upcoming reminders
✅ When a Reminder Auto-Completes
When you record a premium payment using the 💳 Pay button:
- The associated reminder is automatically marked as Completed
- No manual action needed — just pay and the reminder clears
❌ Cancelling Reminders
Reminders are automatically cancelled if you:
- Change a policy's status to Lapsed / Closed / Surrendered
- Archive (delete) the policy
- Regenerate the installment schedule (old pending reminders are deleted, new ones created)
💡 Pro Tips for Reminders
- For monthly SIP-style policies: set "Remind Before: 3 days" — just enough notice
- For annual LIC premiums: set "Remind Before: 30 days" — gives you time to arrange the cash
- For vehicle or health insurance renewals: set "Remind Before: 30-45 days" — shopping around for better rates takes time
- If you change the maturity date, go to Edit Policy → Save and the maturity reminder updates automatically