Be Proactive About Policy-Related Communications
Clients value communication from their agents and advisors. By ensuring you communicate proactively with clients about their policies, you’re demonstrating that you value the relationship as well.
When you manage your policies in an agency management system (AMS), identifying opportunities to communicate becomes a lot easier. Use tools within your AMS like reporting, email marketing, and workflow automation to deliver the message to the right person at the right time.
These plain-text templates provide you with messaging you can take and use immediately. They’re completely flexible, so you can edit as needed.