EBIL activity code – Special

Benefits

Broker / Agent

  • Automated Follow-Up: The EBIL activity trigger ensures consistent, timely reminders without manual effort.
  • Enhanced Cash Flow: Prompt payment reminders encourage quicker account updates, supporting cash flow.
  • Reduced Lapses in Coverage: Proactive communication helps prevent policy lapses, improving client retention.

End User

  • Timely Reminders: Clients receive immediate notifications, keeping them aware of overdue payments.
  • Easy Access to Documents: Direct download links make it simple to review billing details.
  • Seamless Experience: Friendly reminders help clients stay protected with uninterrupted coverage.

The Billing Notice Campaign (EBIL activity trigger) is an email workflow triggered when an EBIL activity code is generated in the Epic system, typically initiated when a carrier sends a billing notice. This campaign reminds clients of overdue premium payments in a friendly, supportive manner, encouraging them to make prompt payments to maintain active coverage.

Workflow Structure:
EBIL Activity Trigger:
The campaign is automatically triggered by an EBIL activity code in Epic, which indicates that a carrier has issued a billing notice for a past-due premium. This automation allows for immediate, consistent follow-up without manual intervention.

Clear Reminder of Overdue Payment:
The email provides a gentle reminder that the premium payment is overdue, reinforcing the importance of maintaining active coverage. It encourages clients to act quickly to bring their account up to date and avoid any lapse in their policy.

Direct Access to Billing Documents:
A “Download Now” button in the email allows clients to access billing documents directly, making it easy for them to view details of their outstanding balance and payment instructions.

Acknowledgment of Recent Payments:
The email advises clients who may have recently submitted their payment to disregard the notice, as there may be a short processing time before the payment reflects on their account.

The Automated Past Due Premium Reminder Campaign provides clients with timely, accessible reminders to manage overdue payments, ensuring they remain informed and empowered to maintain uninterrupted coverage.

Filters and Segmentation Example