# New Policy Binding & Welcome Sequence — Financial Services AI agent | Mihu AI

Financial Services · Insurance

# New Policy Binding & Welcome Sequence

Get a newly bound policy holder oriented right after purchase.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Sends the policy documents and a plain-language coverage summary immediately upon binding, generated from the policy system.

Explains access to the policy portal, claims process, and support contact .

Confirms the premium payment method and billing schedule against the policy system.

Schedules a 30-day check-in before the standard annual review cycle begins.

## Data sources

Policy administration binding data Billing schedule

## What it targets

New policyholders receiving the welcome sequence Target 100%

30-day check-in engagement rate Target 40%