Pre-Renewal Property 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 Property Email is a targeted communication designed to notify commercial clients of their upcoming property policy renewal. This email encourages a thorough review of their commercial property coverage, prompting clients to provide feedback on any adjustments needed for continued alignment with their business requirements.

Email Structure: Professional Renewal Reminder for Commercial Property Policy: The email opens with a professional, courteous message, notifying the client of their approaching renewal date for their commercial property insurance. This message emphasizes the importance of continuous protection for their business assets and properties.

Overview of Current Commercial Property Coverage: A summary of the client’s existing coverage is provided, focusing on key aspects like building coverage, business personal property, and any added endorsements. This overview helps clients quickly review their coverage and assess whether any recent changes to their business or property might necessitate adjustments.

Invitation to Complete the Pre-Renewal Commercial Property Survey: The email introduces a Pre-Renewal Survey specifically tailored for commercial property policies. Clients are encouraged to complete the survey to share updates on their coverage needs, such as expanded property space, upgraded equipment, or changes in occupancy. This feedback allows the brokerage to tailor the renewal to the client’s current business environment.

Clear Call-to-Action (CTA) for the Survey: A prominent CTA button invites clients to complete the Pre-Renewal Survey. This action helps the brokerage gather timely insights into the client’s property coverage needs, ensuring that their policy remains comprehensive and well-suited to their business operations. Closing with Contact Information for Personalized Assistance:

The email closes with a message offering the brokerage’s assistance for any questions or specific coverage consultations. Contact information is included, making it easy for clients to connect directly if they prefer a detailed conversation about their renewal.

The Pre-Renewal Commercial Lines Property Email with a Pre-Renewal Survey as the CTA streamlines the renewal process for business clients, ensuring that their property policy is accurately aligned with their current operational needs and supporting a seamless renewal experience.

Filters and Segmentation Example

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