Renewals, claims, and follow-ups.
All on autopilot.
Your job is risk and relationships, not chasing IC copies and forwarding "any update?" emails. Proxi keeps the policy lifecycle running between you and your clients without dropping a single deadline.
The pain points
Renewals slipping through the cracks
You meant to call before the policy lapsed. Then a claim happens and the client is uninsured. The phone call you didn't make becomes the relationship you didn't keep.
Claim status questions, all day, every day
Half your inbox is "any update?" Each one needs a courteous, accurate, human-sounding reply. They can't wait, and you can't scale.
Document chase for underwriting
IC copies, bank statements, medical reports — clients send half, forget the rest, blame you when the application stalls.
Cross-sell opportunities buried in the inbox
A client mentions a new car, a baby on the way, a business they just started. By the time you remember, the moment's gone.
How Proxi solves it
Renewal alerts before they lapse
Your PA tracks every policy expiry, drafts the renewal nudge in your tone, and follows up if the client ghosts. You only step in when underwriting needs you.
Claim status updates, on autopilot
Your PA acknowledges each enquiry, fetches the latest position from your notes, and replies with the next expected step. Clients feel heard; you stay focused.
Document collection that actually closes
Your PA chases the missing papers, accepts uploads in WhatsApp, and only escalates when something is genuinely stuck. Underwriting timelines stop bleeding.
Surface life-event triggers in real time
Your PA flags the throwaway lines that signal new needs — a new car, marriage, business launch — so you follow up while the moment's still warm.