How Automatic Reminders Can Streamline an Insurer's Work

MemoMail Benefits and Features
One of the key activities of an insurer’s job is communication with the client.
Managing and renewing policies, sending quotes, claims notifications and regulatory updates, and especially providing regular customer service require considerable time and resources for the insurer.
MemoMail can be the ideal tool to simplify and reorganize communication, without delays or omissions.

What benefits can an insurer gain by using MemoMail?
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Reducing manual work and errors
The automation of sending reminders for deadlines, renewals and updates reduces both the need to send these communications manually and the chances of omissions or errors,
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Time saving and productivity increase
The automation process allows the insurer to focus on more strategic activities, such as consulting, instead of spending too much time sending messages and paperwork
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Communication customisation
The automatic sending of specific and targeted communications allows the insurer to devote more attention to the customer, thus establishing a climate of trust and stability.
FIND OUT HOW TO PROGRAM SENDING POLICY EXPIRATION WARNING TO YOUR CLIENTS
What features does MemoMail offer that an insurer can take advantage of?
Message templates
Message templates can be defined by topic (policy renewal, policy instalment payment, claim status, welcome message, seasonal policy promotions, etc.) to be sent automatically at any eventuality,
Scheduling of the shipment
Messages can be scheduled to be sent ensuring timeliness and efficiency for customers.
For example, a deadline reminder can be scheduled to be sent 7 days before the deadline, the time at which the message is to be sent can be chosen, or whether it is to have a scheduled beginning and end,
Lists of recipients
Lists of recipients can be created, organized on the basis of filter criteria (short-term expiring policies, new customers, customers with outstanding payments) to which a name can also be assigned.
This feature also includes the ability to import data from other systems such as Excel. Segmentation enables efficient tracking of communications and deadlines,
Shortcode
These are keywords that are automatically replaced by specific data related to each recipient and thus, allow the message to be customized so that it is unique to each component of the list.
For example, a shortcode with the keyword [Expiration Date] will be replaced with the actual expiration date of the referenced client’s policy. Using this tool allows the insurer to send highly personalized messages without spending too much time.
Report
It is a section dedicated to summarizing all messages sent to their recipients, with an indication of the desired time interval,
Qualified support
Our team is at the service of each client and takes up requests within a maximum of 48 hours.
Why choose MemoMail?
Our software offers a quick and easy solution for automating reminders, but not only that.
The high level of message customization, through sending scheduling and shortcodes, and careful management of recipients make the insurer’s communication activities more organized, meeting deadline-related timelines and ensuring that the customer is provided with constant service and advice.
Read more: Boost your Emails with MemoMail Shortcode.
MemoMail software is the ideal tool for professionals and businesses looking to deliver high-quality service and effectively manage their communications.
Create a MemoMail Account and choose the perfect plan for you now!