Contracts expire. Policies lapse. Subscriptions churn. One tech company tracks 8,800+ contracts with automated reminder sequences, so the follow-up happens without anyone having to remember it.
The Problem
Spreadsheets with renewal dates. Calendar reminders that get ignored. Account managers who forget. Revenue that walks out the door because nobody followed up.
Contracts expire before anyone notices. Revenue lost.
Hours spent sending reminder emails. Every. Single. Month.
Nobody knows who's responsible for which renewal.
From first reminder to final confirmation. Every step automated, every deadline tracked, every stakeholder notified.
Renewal cases created automatically based on contract dates. No manual tracking required.
7+ touchpoint reminder sequences. Staff notifications, customer emails, and escalations: all automated.
Visual countdown to renewal dates. Escalations trigger before deadlines, not after.
Different messages for account managers, customers, and management. Everyone gets what they need.
Track renewal rates, overdue contracts, and revenue at risk. Dashboards that ops teams actually use.
Generate renewal quotes directly from contract data. Merge fields populate automatically.
Screenshots
A rule sends the chaser when it's due. Handlers see what's coming up on their own list, and clients can check where things stand.
The sun and moon switch a screen between light and dark, and a click opens it full size.
See all 77 screens in the product tourEvery industry has renewals. Insurance policies, software subscriptions, lease agreements, maintenance contracts. Same capability, different configuration.
Policy renewals, premium reviews, and annual declarations
Software subscriptions, vendor contracts, and service agreements
Tenancy agreements, lease renewals, and service contracts
Equipment maintenance, vendor agreements, and accreditation renewals
A technology company uses SwiftCase to track 8,800+ customer contracts with automated reminder sequences. From 90-day advance warning through to renewal completion, hands-off.
With 8,800+ contracts tracked, manual renewal management was impossible. SwiftCase now handles the renewal lifecycle automatically.
See how SwiftCase automates your renewal process. We'll show you the reminder sequences, the escalation rules, and the analytics: configured for your contracts.
