What this tool does
Use this when the schedule is in front of you and you need “how many days are left?” plus a diary date — without opening the Excel tracker.
Formula
Days remaining = (Policy end date − today). Follow-up = end − 30 days, else end − 7 days, else today.
Example
If today is 18 Sep 2026 and the policy ends 17 Oct 2026, days remaining is 29. Suggested follow-up is today (already inside 30 days), or the 7-day mark if that is still ahead.
How to use it
Enter the fields, run the estimate or copy the wording, then paste into WhatsApp, email or a worksheet. This marketing site does not keep a server-side file. This browser can keep a short local history. Saving onto a policy, commission or renewal in the product requires an InsuOrg workspace.
Limitations
This does not bind cover or create InsuOrg reminder tasks by itself. Confirm the schedule on the policy.