Renewal Intelligence
Track 30-day, 15-day, and 7-day renewal windows with expiry monitoring and focused action queues.
Platform Features
Everything an agency needs to manage renewals professionally.
Designed for agencies that want cleaner operations, fewer missed renewals, better customer follow-up, and stronger control over sensitive business data.
Automated Reminders
Send email and SMS reminders through scheduled cron jobs while preventing duplicate notifications.
Staff & Manager Roles
Give owners, managers, and staff the right access across dashboards, reports, settings, and revenue areas.
Premium & Commission Control
View policy revenue, carrier commission, withholding tax, sub-agent payout, and retained commission.
Lightweight Reports
Export renewal risk, revenue, payout, and follow-up performance reports without heavy dashboard complexity.
Operational Safety
Built with CSRF protection, secure sessions, backup health checks, cron protection, and safer configuration handling.
Agency Workflow
Move from scattered follow-ups to a clear renewal pipeline.
BimaPilot keeps renewal work visible from the moment a policy is applied through activation, automated reminders, follow-ups, and revenue tracking.
30day warning
15day warning
7day urgency
1
Add customer and policyCapture carrier, premium, status, contacts, and optional sub-agent details.
2
Activate with renewal datesApplied policies can be completed later when confirmed and paid.
3
Automate remindersDaily cron checks eligible policies and sends renewal emails and SMS alerts.
4
Track results and follow upUse Reminder Health, activity logs, tasks, and reports to keep teams accountable.
Why Agencies Choose It
Built around real agency operations.
BimaPilot is not just a reminder page. It is a practical operating system for customer retention, renewal management, staff accountability, and premium visibility.
Keep customers, policies, and renewal status connected.
Let managers see revenue while normal staff work without sensitive financial figures.
Protect operations with backups, reminder logs, and audit-friendly activity history.
Use lightweight CSV/PDF reporting without slowing down the system.
Customers
Searchable customer records, profiles, notes, activities, and follow-up tasks.
Policies
Policy register with applied, active, expired, and cancelled statuses.
Reminder Health
Track successful and failed automated renewal emails and SMS attempts.
Payouts
Monitor sub-agent commissions, payment status, references, and notes.
Staff Control
Owner, manager, and staff access rules for safe agency teamwork.
Backup Health
Superadmin visibility into database and file backup freshness.
Plans for Every Stage
Start with the essentials. Upgrade as your agency grows.
Choose a plan that matches your current operation. Every plan keeps customer and policy data secure, while higher tiers add deeper controls, reporting, and support.
Start here
Trial
Explore BimaPilot before choosing a paid plan.
Free
trial access
What you get
- Core agency dashboard
- Customer and policy records
- Renewal workflow preview
- Essential reports
- Guided onboarding support
For small teams
Basic
For small agencies building a reliable renewal process.
KSh 2,500
per month
What you get
- Everything in Trial
- Staff access and permissions
- Email renewal reminders
- Customer follow-up tools
- Standard operational reports
Most popular
Pro
For growing agencies managing teams, revenue, and follow-ups.
KSh 5,000
per month
What you get
- Everything in Basic
- Finance and commission workspace
- Reminder health monitoring
- Advanced reports and exports
- Priority onboarding support
Built around you
Enterprise
For larger operations requiring tailored capacity and support.
Custom
tailored pricing
What you get
- Everything in Pro
- Custom usage allowances
- Tailored onboarding plan
- Data migration assistance
- Priority operational support
Prices are shown in Kenyan shillings and billed monthly. Annual options, final usage allowances, onboarding requirements, and SMS provider charges are confirmed before activation.
Questions
Clear answers for agency owners.
Does BimaPilot send reminders automatically?
Yes. On live hosting, a server cron job runs the reminder engine daily and sends eligible email/SMS reminders.
Can staff see premium revenue?
No. Owners and managers can view financial figures, while normal staff can be restricted from sensitive revenue areas.
Can an applied policy be saved without dates?
Yes. Applied policies can be created without dates, then completed later when confirmed and activated.
Is this built for agencies with sub-agents?
Yes. Agencies can track sub-agents, payout timing, payout status, payment notes, and retained commission.
Contact Us
Ready to protect more renewals?
Speak with us about onboarding your insurance agency, setting up reminders, staff access, SMS, email, reports, and backup readiness.
Give your insurance agency a professional renewal command center.
Launch with clean dashboards, automated reminders, staff permissions, reporting, and operational safety in one focused platform.