Built for Insurance Agents

Stop watching renewals expire while competitors close

Use AI to track every policy, remember every client, and surface renewals before competitors do.

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Sound familiar?

Renewals slip through the cracks

You have 200+ policies to track. Excel can't remind you 30 days before each one expires. By the time you notice, the client has already been approached by a competitor.

Never miss a renewal again

Set recurring reminders for every policy. JomClient alerts you 30, 14, and 7 days before expiry. Your renewal rate goes up without extra effort.

Client details scattered everywhere

Family members' names in WhatsApp, policy numbers in a spreadsheet, meeting notes in your head. When a client calls, you scramble to remember their situation.

Every client detail in one place

Family members, policy numbers, preferences, conversation history. Pull up any client in seconds and know exactly where you left off.

Follow-ups depend on your memory

You promised to call back next week. But next week you have 15 other callbacks, 3 new leads, and a claim to process. Some clients just fall through.

Automated follow-up system

Schedule follow-ups when you make a promise. JomClient reminds you on the right day, with the right context, so every client feels remembered.

Features insurance agents love

Recurring Reminders

Annual, quarterly, or custom renewal alerts

Client Timeline

Full history of every interaction

Birthday Tracking

Never miss a client's birthday

Quick Replies

WhatsApp-ready policy templates

Smart Tags

Organize by policy type or status

AI Assistant

Ask AI which renewals, policies, or clients need attention now

Frequently Asked Questions

Can I track multiple policies per client?
Yes. Each client has a timeline where you can log policies, renewals, claims, and any interaction. Use tags to organize by policy type (life, medical, motor).
Does JomClient send renewal reminders automatically?
Yes. Set recurring reminders for each policy renewal. You'll get notified via the app and optional SMS/email alerts before the renewal date.
Can I import my existing client list from Excel?
Yes. JomClient supports CSV import so you can bring your existing client database over in minutes.
Is JomClient free for insurance agents?
Yes. The Basic plan is free forever with unlimited contacts. Upgrade to Pro (RM 99/month) for unlimited AI-powered insights and follow-up intelligence.
How is JomClient different from HubSpot or Salesforce?
JomClient is built for relationship-driven teams, not enterprise sales orgs. It gives you AI client memory, renewal visibility, and follow-up intelligence without enterprise bloat.

Ready to never miss a renewal?

Join insurance agents using AI to protect renewals and grow their book of business.

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