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1:1 messaging use cases (for Insurance)
Build stronger relationships with insurance customers with these example use cases and templates
1) Claims Management
Speed up the claims process by providing personalized updates, exchanging documents securely, and gathering information directly with the customer in real time.
Example template:
"Hey {{customerName}}, this is {{repName}} from {{business}}. We’re working on your claim {{claimNumber}}. Do you have any additional questions?"
2) Policy Renewal
Proactively reach out to the customer just before the policy expiry date to review policy details, gather feedback, and guide them through the renewals process.
Example template:
"Hey {{customerName}}, this is {{repName}} from {{business}}. Your {{policyName}} is coming up for renewal, would you like to set up a time to review it together?"
3) Retain Customers
Improve retention rate and increase customer satisfaction with a targeted campaign to re-engage clients who have not interacted with your company for some time.
Example template:
"Hey {{customerName}}, this is {{repName}} from {{business}}. Just checking in on to see how the {{product}} you have with us is working out?"
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