The Targeted Coverage Upsell Campaign is a strategically timed email workflow aimed at clients who lack a specific level of coverage or have liability limits below a recommended threshold. This campaign is triggered by an abeyance, ensuring timely outreach to eligible clients as part of a proactive strategy to enhance their protection.

Workflow Structure:
Abeyance-Triggered Client Segmentation:
The campaign leverages abeyance triggers to identify clients whose policies don’t include the recommended coverage enhancement or fall below a set liability limit. This targeted approach ensures that only clients who stand to benefit from the upsell receive the communication.

Educational Introduction to Coverage Enhancement:
The email outlines the benefits of upgrading their current coverage in the context of market conditions, such as rising material costs and supply chain challenges. By educating clients on these risks, the message highlights the added value of the recommended coverage enhancement.

Clear Call-to-Action for Easy Follow-Up:
A direct call-to-action encourages clients to contact their broker for a policy review and to add the enhanced coverage. The email makes it easy for clients to reach out, fostering a seamless experience for those interested in the upgrade.

The Targeted Coverage Upsell Campaign combines automated abeyance-based targeting with educational messaging, helping clients understand the value of enhanced coverage while enabling brokers to address potential coverage gaps in a timely, personalized manner.