Automatic follow-ups
NudgeNow sends the follow-ups advisors forget (the snapshot, the reminder, the birthday greeting, the policy review) and tells you when a person needs you. You decide the words; it keeps the time.
Free for 30 days · No credit card · ₱599/month after via QR Ph
Sample schedule · Met, no plan shown yet
Day 3
“Ana here, one thought on what we discussed”
Day 7
“The number that surprises most people”
Day 15
“Still thinking it over? One question”
Day 30
“No pressure, keeping the door open”
June
“Tuition season: the cover parents forget”
Dec
“13th month: the easiest month to start”
Four kinds of email, all written for Filipino advisors, all sent as you. Only the funnel emails are on from day one; everything else waits for your switch.
The Coverage Snapshot the moment a lead finishes the Protection Check, one booking nudge the next day if they have not booked, the confirmation with the calendar invite, and a reminder on the morning of the call.
New lead, plan presented, meeting moved, gone quiet: each stage has its own short sequence of emails. Faster while it’s hot, slower as it cools, and it stops the moment the lead moves on.
Leads past their last step get one light email a month that suits the season: school fees in June, 13th month in December. Monthly for six, then quarterly, then yearly: it never fully stops, it just gets quieter.
A birthday greeting, a policy-anniversary note, and an annual-review invitation a month before each anniversary. A client with no birthday or policy date on file is quietly skipped.
Monthly for six
then quarterly
then yearly
Every template is yours to read and rewrite before a single one goes out.
Emails cover the leads who need a nudge. The people who need you (someone who booked, messaged, or filled out a form) show up on Today, each with one button: Reply, Prepare, Message. Your own reminders sit under them. Nothing else is asked of you.
On days something needs you, a morning email says so at 7:00 AM Manila, with the day’s meetings. And a lead nobody has touched for 30 days moves to Lost on its own, with an undo, so your pipeline stays honest instead of growing forever.
Today
Saturday · 1 meeting · 2 need you
Maria Santos
Booked Tue 10:00 AM from your booking page
Paolo Reyes
Sent a message from your website
Ana Dela Cruz
Your reminder: call about the rider
Miguel Tan · 3:00 PM
Clarity Call · 45 min
NUDGENOW
Magandang umaga, Ana! ☀️
Today: 1 meeting and 2 people to greet.
10:00 AM · Meeting with Carlo · Meet
Maria Santos booked Thu 3:00 PM
Jun Villanueva messaged you on Messenger
This week, done for you: 14 emails sent · 2 bookings
Lands 7:00 AM Manila, on days something needs you
The first year of a client relationship is where referrals and second policies come from, and where most advisors go silent. Record a client’s birthday and their policy details once, and NudgeNow keeps the calendar: a birthday greeting by email on the day, a premium-due reminder and a yearly policy review on your list, and an annual-review invitation sent a month before the policy anniversary.
Bring existing clients in from a spreadsheet with their policy dates and the reminders start right away, nothing to re-type.
How client emails workThe point of an automatic follow-up is that it does not read like one. A lead should answer a person, not a system, so the emails are built to disappear into your inbox thread, not stand out from it.
Free for 30 days · No credit card · ₱599/month after via QR Ph