Policy Change – eDelivery

Benefits

Broker / Agent

  • Reduces administrative costs associated with physical mailings.
  • Improves efficiency and speed of communication.
  • Enhances environmental sustainability.

End User

  • Provides convenient access to policy documents and information.
  • Reduces clutter and reliance on physical mail.
  • Ensures timely receipt of important communications.

The Policy Change eDelivery Email notifies clients of recent updates or modifications to their policy, providing them with instant, secure access to revised documents. This email emphasizes transparency, client convenience, and timely communication.

Email Structure: Notification of Policy Update: The email begins with a clear message informing the client that a recent change has been made to their policy. It briefly mentions the type of modification (e.g., coverage adjustment, added rider, updated terms) and reassures clients that the updated document is now available.

Secure Access to Updated Policy Documents: A direct link takes the client to a secure online portal where they can view and download their updated policy. This provides immediate access to the latest policy version, allowing clients to stay informed and organized.

Benefits of Digital Document Delivery: A concise section highlights the advantages of eDelivery, including the ease of digital storage, reduced paper waste, and prompt access to important changes. This reinforces the brokerage’s commitment to streamlined, eco-friendly service.

Encouragement to Review Changes: The email encourages clients to review the updated policy details to ensure they are aware of the specific changes and understand their impact. It reassures clients that their broker is available to discuss any modifications and answer questions.

Broker Contact Information for Assistance: The email concludes with the broker’s contact information, offering additional support if the client requires further clarification or a printed copy of the updated documents.

The Policy Change eDelivery Email promotes transparency and accessibility, ensuring clients feel informed and confident about changes to their coverage. This proactive communication strengthens trust and reinforces the brokerage’s dedication to client care.

Filters and Segmentation Example

eDoc download or Attached
* Every eDoc downloaded or attached could be used for triggering eDelivery automation workflows