Renewal – 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 Renewal eDelivery Email provides clients with a seamless, digital option to access their renewed policy documents. This approach not only ensures prompt delivery of important information but also supports efficiency, cost reduction, and environmental sustainability by minimizing reliance on physical mail. Email Structure: Friendly

Renewal Notice: The email opens with a warm, professional message informing the client that their policy has been renewed. This sets a positive tone, emphasizing the convenience of digital access to their updated policy documents. Secure

Document Access: A prominent link is provided, directing the client to a secure portal where they can access, view, and download their renewed policy documents. The email highlights the ease of use and security of the digital platform, reassuring clients that their information is safe and readily accessible.

Filters and Segmentation Example

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