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Benefit Reminders

Build a unique engagement journey for each customer specific to their insurer, product and situation
Use integrated email & sms to invite each customers to view their specific policy benefits online
Contains content as if written and personally sent by an adviser (for optimal results use the adviser that sold the policy)
Combat business-specific lapse profile issues by building product value and trust in advance of critical dates

Supports customer retention by reminding them of the free benefits of their policy

Helps to fulfil your requirements through regular communication and engagement with your customers.

Allows for updated quotes and ongoing communication when a customer's circumstances change.

Signposts customers to their free benefits, driving meaningful improvements to their circumstances.

50

Engagement rate on live client campaigns

Reminds the customer of their summary cover details, which many customers forget.

Builds perceived value of their insurance by reminding the customer of their policy benefits, which are often forgotten.

Identify potential policy issues early
Build the the relationship between the customer and your business, and not the insurer
Maximise cross-sell / up-sell opportunities

Informs a customer of the claims process for their insurer, thereby reminding them of the reality of a potential claim (and the reason for the policy)
Identify opportunities for other cross-sell or repeat sales (optional)

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