Early access is open
Early access is open
A lapsed representation agreement is the quietest way to lose a client: nothing happens, and then someone else is representing them. Paste your clients and the dates their agreements end, see them in the order they run out, and take reminders six, three and one month before into your own calendar.
Your list stays on this device. Who you represent, and when each agreement ends, is sensitive, and some of your clients may be children. Nothing you paste here is sent to us or anyone else: the list is kept in this browser so it is here when you come back, and the calendar file is made on your computer.
Your clients appear here, soonest first, with how long each has left.
Six months out is when a renewal conversation can still be relaxed. Three is when it needs a date in the diary. One month is the last point at which a lapse is still avoidable rather than merely explainable. Agreements, and the rules on how long they can run, differ by association, so check the term of each one rather than assuming it.
In Quanda the reminder comes to you
Every client carries their agreement dates, and expiries surface as alerts with a renewal you can start in one click, alongside the contract and window dates that affect them.