Pre-Renewal Auto CL

Benefits

Broker / Agent

  • Promotes proactive communication with clients.
  • Helps ensure renewals are not missed.
  • Provides an opportunity to review coverage and upsell additional products

End User

  • Reminds them of upcoming renewal deadlines.
  • Offers an opportunity to reassess coverage needs.
  • Ensures continuity of coverage without interruption.

The Pre-Renewal Commercial Lines Auto Email is a focused communication for clients with commercial auto policies nearing renewal. This email notifies clients of the upcoming renewal date, encourages them to review their fleet and coverage needs, and invites feedback through a Pre-Renewal Survey, helping ensure continued protection tailored to their business operations.

Email Structure: Professional Renewal Reminder for Commercial Auto Policy: The email opens with a professional and courteous message notifying the client of the approaching renewal date for their commercial auto policy. This reminder highlights the importance of uninterrupted coverage for their business vehicles and fleet.

Overview of Current Commercial Auto Coverage: A brief summary of the client’s existing commercial auto policy is provided, covering key aspects such as liability limits, physical damage coverage, and any optional endorsements. This summary helps clients easily assess their current policy and consider any business changes—such as new vehicles, added drivers, or expanded routes—that may affect their insurance needs.

Invitation to Complete the Pre-Renewal Commercial Auto Survey: The email introduces a Pre-Renewal Survey tailored for commercial auto policies, inviting clients to provide feedback on their coverage. The survey allows clients to communicate any necessary updates, such as adding vehicles, adjusting liability limits, or modifying coverage for specific business needs.

Clear Call-to-Action (CTA) for the Survey: A clear CTA button invites clients to complete the Pre-Renewal Survey, helping the brokerage gather timely information to align the renewal with the client’s current fleet and operational requirements.

Closing with Contact Information for Additional Support: The email concludes with a message offering the brokerage’s support for any questions or customized consultations on coverage. Contact information is provided, ensuring clients can easily reach out if they prefer a direct discussion about their renewal options.

The Pre-Renewal Commercial Lines Auto Email with a Pre-Renewal Survey as the CTA supports a streamlined renewal process for commercial auto clients, helping the brokerage tailor coverage to reflect any changes in their fleet or operations for comprehensive, uninterrupted protection.

Filters and Segmentation Example

Policy Renewal Date
*Every policy type could be used for triggering Pre Renewal automation workflows