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Reminders keep you from letting client relationships go quiet. Set them for follow-ups, policy anniversaries, or anything that needs your attention on a specific date.
Open the client's profile.
Click the Reminders tab.
Click "Add Reminder."
Enter a title describing the action (e.g., "Annual policy review call").
Select the due date using the date picker.
Choose a notification channel: In-app, Email, or Both.
Optionally, toggle "Recurring" and set the frequency (Weekly, Monthly, Quarterly, Annually).
Click "Save Reminder."
The reminder appears in the Reminders tab and in your advisor dashboard's upcoming tasks panel.
For each reminder, you choose how you want to be notified:
You can change your default preference for new reminders in Settings → Notifications.
Recurring reminders automatically create the next instance when you complete the current one. For example, an annual policy review reminder set for March 15 will generate a new reminder for March 15 of the following year as soon as you mark the current one complete.
Use annual recurring reminders for policy anniversaries — Policy Stack can surface the exact anniversary date from the client's policy data, so you can pre-fill the reminder to match.
Mark a reminder complete by clicking the checkmark next to it in the Reminders tab or from your dashboard task panel. Completed reminders move to the "Past" section of the tab and remain in the activity log.
Your team members can see reminders you set (and you can see theirs) for shared clients. This prevents duplicate follow-up and keeps everyone aligned on client touchpoints.
Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.
Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.
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