Benefit Reminders
Personalised benefit communications that build loyalty and reduce lapse risk
Improve trust by building an ongoing relationship between your business and existing customers. Keep your brand front-of-mind by reminding customers of the value in their policy. Use personalised messages to strengthen trust, reduce lapses, support Consumer Duty, and open the door to future conversations around additional sales and retention.
Tailored Customer Engagement That Drives Retention and Trust
- Build a unique engagement journey for each customer specific to their insurer, product and situation
Seamless Email & SMS integration
- Use integrated email & SMS to invite each customer to view their specific policy benefits online, adding real value for the them and their families
Proactively address lapse risk
- Combat business-specific lapse issues by building product value and trust in advance of critical dates
Personal adviser communciations
- Contains content as if written and personally sent by your advisers
Policy Cover
Reminds the customer of their summary cover details, which many customers forget
- Policy detail reminder
- Product explanation
- Insurer information
- Your Company Information
Policy Benefits
Builds real value of their insurance by reminding the customer of their policy benefits, which are often underutilised
- Any benefits specific to the customer’s insurer / product
- Any benefits specific to your company (optional)
Policy Management
Strengthen relationships with customers, spot issues early, and grow sales
- Build the relationship between the customer and your business, and not the insurer
- Easily identify opportunities for customers to update changes in cover
- Identify potential policy issues early
Claims, Cross-sell & Referrals
Show customers the value of their policy when it matters most and stay front of mind for what’s next
- 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)
- Trust Pilot & Awards – A further opportunity to build trust in your business
Track Responses Instantly
View all responses in your Adviser Dashboard
- Filter completed by action required
- View summary details of completed journeys
- Access trustee and beneficiary details
Keep Customers Engaged, Informed, and Benefiting From Their Policy
Increase retention
- Supports customer retention by reminding them of the free benefits of their policy and encouraging their use
Consumer duty
- Helps to fulfil your requirements through regular communication and engagement with your customers
Updated quotes
- Allows for updated quotes and ongoing communication when a customer’s circumstances change
Signposts customers
- Signposts customers to their free benefits, driving meaningful improvements to their circumstances
Find out how we can help your business
Automation and smart engagement, without sacrificing the human touch.
