Mark’s home insurance journey
Repeat for each alert you need.
1 May 2028
Mark creates a home insurance renewal.
He names the renewal, checks the date and keeps himself as the person taking care of it.
- Renewal date
- 12 June 2028
- Taking care of it
- Mark
Setting up Alert 1
First, Mark chooses when to be reminded.
He opens Alert 1 and chooses 12 May at 09:00, giving the family a month to review the policy.
- Date
- 12 May 2028
- Time
- 09:00
- Time zone
- Europe/London
Setting up Alert 1
Who needs this first reminder?
Mark keeps himself selected and adds Rick and Sarah. Being in the group does not automatically mean receiving every alert.
- Mark
- Selected
- Rick
- Selected
- Sarah
- Selected
Setting up Alert 1
Mark reviews the route to each person.
In-app stays on. The illustrated extra channels follow each person’s enabled preferences and consent; Mark cannot override someone else’s opt-out.
Setting up Alert 2
Back to when: Mark plans another alert.
Mark adds Alert 2 for 5 June at 18:00. This final review is his to take care of, so Rick and Sarah are not selected.
- Date and time
- 5 June 2028 · 18:00
- Time zone
- Europe/London
- People
- Mark only
Mark reviews both alerts before saving his plan.
Setting up Alert 2
This time, Mark chooses just himself.
The same choices apply to every alert. Mark leaves Rick and Sarah out of this one because the final review is his to take care of.
- Mark
- Selected
- Rick
- Not selected
- Sarah
- Not selected
Setting up Alert 2
Mark chooses how his reminder will reach him.
In-app stays on, and Mark includes email. He checks the two alerts: each has its own time, people and notification choices.
Repeat these three choices for each alert you need. This example shows two.
12 May 2028 · 09:00 · Europe/London
The first reminder reaches the chosen people.
The animation illustrates Mark’s plan: in-app and email for Mark, in-app and planned WhatsApp for Rick, and in-app for Sarah.
5 June 2028 · 18:00 · Europe/London
Mark gets his final reminder.
Only Mark’s selected routes appear for Alert 2. Rick and Sarah remain group members, but are not recipients of this alert.
Rick and Sarah receive no second reminder in this example.
8 June 2028
Mark completes this renewal.
After renewing with the insurer, Mark selects Mark as done and confirms the next date. A reminder does not purchase or renew insurance for him.
- Action
- Mark as done
- Next renewal confirmed
- 12 June 2029



