Financial Services · Insurance

New Policy Binding & Welcome Sequence

Get a newly bound policy holder oriented right after purchase.

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

  1. Sends the policy documents and a plain-language coverage summary immediately upon binding, generated from the policy system.
  2. Explains access to the policy portal, claims process, and support contact.
  3. Confirms the premium payment method and billing schedule against the policy system.
  4. 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%