Oct
13
Renewals
Seven days before expiry, they get a reminder. No list to chase.
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New8 Oct 2026
Customer email is live
Rules, templates, AI personalization, and replies you can answer in the app.
Your workspace emails customers on rules you set. Pick who, write a template, choose when. Optionally let AI rewrite each body from that customer’s notes. When they reply, you read it and write back without leaving the product.
Personalize with AI
View replies
hello@agency.com
24
Sent
11
Replied
8
Waiting
Somchai P.Reply
Nina K.Birthday
Arthit S.Follow-up
Three steps
1
Who
Filter by product, expiry, unpaid, or language.
2
What
A template fills in name and dates. Tick AI rewrite if you want the body tailored from their notes.
3
When
Send now, or a daily rule that runs itself.
Everyday uses
Birthdays
A short wish on the day. If you keep notes, AI can fold in a detail the way you would—without making it awkward.
Follow-ups
No reply last month? A quiet second note goes out.
INVDue
Unpaid
Still unpaid? A polite nudge, only to the people who need it.
Capabilities
01
Manage multiple rules
Keep as many rules as you need—renewals, birthdays, unpaid, follow-ups. Each has its own audience, template, and schedule, so they run side by side.
02
Personalize with AI
After merge tags are filled, the body can be rewritten from the notes on the customer’s file. The point is a natural email an adult would send—not a stunt that lists every hobby.
03
Send
Send now, queue for a person to review, or let a due rule go out on its own. The send log keeps a copy of what went, so you can open it later.
04
See replies. Answer here.
Customer replies land on the dashboard and send log. Open the message, read it, and send your answer from Tick Insurance.