Lapsed Policy – Special

Benefits

Broker / Agent

  • Proactive Support: Keeps clients aware of expired coverage.
  • Retention Opportunity: Encourages clients to reinstate policies.
  • Efficient Process: Automates notifications, reducing manual work.

End User

  • Clear Notification: Clients know when coverage lapses.
  • Simple Reinstatement: Easy steps to restore their coverage.
  • Direct Assistance: Quick access to support for questions.

The Policy Expiry Notification Campaign is an email workflow designed to inform clients that their policy has expired and they currently lack coverage in a specific line of business. This communication ensures clients are aware of their coverage status and provides them with an opportunity to take immediate action to reinstate their policy, preventing potential gaps in protection.

 

Campaign Structure:
Clear Notification of Expired Coverage:
The email is sent promptly after the policy’s expiration date, notifying the client that they no longer have active coverage for a particular line of business. This clear and direct message helps the client understand the importance of addressing the lapse.

Call-to-Action for Reinstatement:
A call-to-action invites the client to reach out to their broker or account executive if they wish to reinstate coverage. This provides clients with an immediate solution to address the expired policy and ensures they know whom to contact.

Supportive Tone and Contact Information:
The email maintains a supportive and professional tone, offering the broker’s assistance for any questions or next steps. Contact details are prominently provided, making it easy for the client to get in touch if they’d like to discuss reinstatement or new coverage options.

The Policy Expiry Notification Campaign keeps clients informed about their coverage status, helps prevent unintended gaps, and supports a seamless transition back into coverage if the client wishes to renew.

Filters and Segmentation Example