The Policy Change Workflow is designed to inform clients of recent updates to their policy and provide access to the revised policy documents. This workflow ensures clients stay informed about changes to their coverage and are aware of any adjustments to their premium or payment schedules.

Workflow Structure:
Automatic Update Notification:
Once a policy change is processed, the workflow sends an automated email to the client, notifying them that their policy has been updated. This immediate communication helps clients stay current with their coverage.

Secure Access to Updated Documents:
A secure link in the email provides clients with instant access to their updated policy documents. This step ensures they can review all changes, including any updates to premiums, additional coverage, or credits.

Payment Instructions:
If there is an additional premium due, the email includes a link for making a payment. Clients on a preauthorized payment plan are directed to download their updated payment schedule, ensuring they’re prepared for any adjustments.

Encouragement to Review and Contact Support:
The email prompts clients to review their updated policy details carefully and encourages them to reach out if they have questions or need further clarification, reinforcing the brokerage’s commitment to transparent and supportive service.

The Policy Change Workflow helps keep clients informed and involved in their coverage changes, supporting a seamless client experience while promoting clarity and accessibility in policy management.