The Pre-Renewal Email with Delivery and Survey Follow-Up Workflow is a strategically designed communication process that ensures clients receive and complete a pre-renewal questionnaire. This workflow manages both email delivery verification and survey completion tracking to enhance the renewal preparation process.

Workflow Structure:
Initial Email Delivery Check:
The workflow first checks that the pre-renewal email was successfully delivered. If the email fails, an automated internal notification is sent to the broker, prompting them to update the client’s email address in the system. Once the broker updates the email, the system retries sending the original email, ensuring the client receives it.

Survey Completion Monitoring:
After successful delivery, the workflow tracks survey completion. If the client has not completed the pre-renewal questionnaire within a specified number of days, the system automatically sends a reminder email to encourage the client to complete it.

Streamlined Renewal Preparation:
By ensuring email delivery and following up on survey completion, the workflow gathers all necessary pre-renewal information on time. This proactive approach allows brokers to review client updates well before renewal, ensuring that any changes are accurately reflected in the policy.

The Pre-Renewal Email with Delivery and Survey Follow-Up Workflow ensures that clients receive the necessary communications, complete their pre-renewal survey, and stay actively engaged in the renewal process, enabling brokers to provide more accurate and tailored coverage at renewal time.