The Tracked Policy Update Email Workflow is a targeted email blast designed to inform clients of important policy changes, specifically using a custom filter and the Dispatch system. This setup allows each email to be tracked and reviewed, ensuring accurate delivery and engagement monitoring.

Workflow Structure:
Custom Filter for Targeted Client Selection:
The workflow begins with a custom filter to identify clients who require notification of policy changes, ensuring that only the relevant client segment is selected for the email blast.

Email Sent via Dispatch for Tracking and Review:
Each email goes through the Dispatch system, allowing it to be tracked on an individual basis. This enables the brokerage to monitor delivery status, open rates, and engagement for each client, ensuring that the message is reaching and being viewed by the intended audience.

Individual Review Capability:
By using Dispatch, brokers can review each email’s engagement metrics, making it easy to follow up with clients who may need additional clarification or assistance. This review capability supports more personalized follow-ups, especially if clients haven’t engaged with the email.

The Tracked Policy Update Email Workflow enhances communication accuracy by ensuring each message is delivered, tracked, and monitored individually, supporting effective outreach and providing data for follow-up actions if needed.