The Welcome – Policy report question flow is designed to welcome new clients following a successful policy sale and uses the policy report questions—specifically the “New Business Sale Type”—to segment and track the origin of the new business. This segmentation identifies whether the client is a remarketed customer, a won-back client, or a brand-new customer, providing insight that can tailor follow-up and service strategies accordingly.

Workflow Structure:

Welcome and Coverage Confirmation:

The email opens with a warm welcome, confirming that the client’s Professional Liability Insurance has been arranged and is active. This reassures clients and sets a positive tone for the start of their relationship with the brokerage.

Segmentation via Policy Report Questions:

The policy report questions, particularly the “New Business Sale Type,” categorize the client’s origin—whether they are a remarketed customer, a won-back client, or a completely new client. This segmentation enables the brokerage to tailor future interactions based on the client’s background, supporting more personalized service.

Introduction to Account Support:

The email introduces the client’s dedicated account manager, emphasizing that they have both local support and the full backing of the brokerage’s resources. This is especially valuable for clients who may be returning or are new to the brokerage, as it highlights the robust support network available.

Information on Policy Documentation and Next Steps:

Clients are notified that their policy documents are being prepared and will arrive shortly, setting clear expectations. The email encourages them to reach out with questions and provides contact details for the account manager, fostering an easy transition into the brokerage’s services.

The Welcome – Policy report question flow effectively combines segmentation with a welcoming message, using the “New Business Sale Type” data to inform future engagement and ensuring clients feel supported, informed, and ready to move forward with their new coverage.