Insurance Policy Renewal Reminders

Main use cases:

1. Automatically send reminders to clients when their insurance policies are near expiry.
2. Schedule daily or periodic checks to ensure timely reminders are sent.

How it Works:

This workflow helps ensure clients receive timely reminders about their insurance policy renewals. Here's how it works:

1. Scheduled Trigger for Policy Expiry Check

• The workflow runs at a scheduled time each day (or as specified).
• It checks for policies in the Airtable database that are nearing their expiry date.

2. Retrieving Client Data from Airtable

• The workflow retrieves client insurance data stored in Airtable, including policy expiration dates.
• It checks for policies that are within a defined renewal period (e.g., 30 days before expiry).

3. Policy Expiry Check

• If the expiry date of a policy is found to be within the defined renewal period (or expired), the workflow proceeds to the next step.

4. Sending Email Reminders

• The workflow sends an automated email reminder to the client about their policy renewal, providing necessary details such as expiry date and renewal steps.
• This ensures clients are notified in time to avoid lapses in coverage.

Never Miss a Renewal with Intelligent Automation:

Enhance customer retention with our AI Automation Services, which can personalize reminder content and predict optimal timing for outreach based on user behavior. You can also see how AI Automation in Insurance helps insurers improve policy renewals, claims processing, and customer communication.