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Retention products›Benefit Reminders

Benefit Reminders

Keep policy value front of mind with branded reminders that drive engagement and open new opportunities.

Try it free Timely, relevant, branded as you "Here's what your cover protects" "The benefits you can use today" "Anything changed? Let's review"
What it does

Remind customers why the cover was worth having.

Reinforces value

Regular, relevant reminders of what a policy protects - so customers see the value they're paying for.

Drives engagement

Branded as you and sent from your domain - keeping your relationship with the customer alive between reviews.

Opens opportunities

An engaged customer surfaces changes and needs - creating natural moments for a review or new cover.

Engagement that costs pennies, not pounds <£3 Cost per opportunity surfaced 4+ Years of relevant engagement across the policy life

Primary KPI: cost per opportunity surfaced. Figures illustrative, drawn from anonymised performance data across our platform.

Works across every vertical

Benefit Reminders keep your brand and your customers' cover front of mind - for protection brokers, networks, mortgage firms and long-term engagement.

Protection Brokers
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Cover Review

Automated review intent journeys.

Retention

Engage lapsed customers and re-engage efficiently.

Post-Sale Check

Every new customer reviewed automatically.

View all retention products →

Stay front of mind, for pennies.

See how Benefit Reminders keep customers engaged and surface new opportunities.

Try it free
Try it free* *Qualifying distributors only
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