In this video you will learn how to setup a policy renewal campaign from scratch. If you prefer, you can simply use this campaign as a template from the Campaign Library.
Keys to a Policy Renewal Campaign
- Choose a Date Sequence based on an Account Field
- The Account Field needs to be
Policy > Effective Date
Run Annuallyshould be chosen so that this campaign runs year after year. Otherwise it will only run for the current policies and not a second time upon renewal.
- Segment should isolate
Policy > Is Active = trueand the specific
Client Typein this case we are targeting
CommercialYou can adjust your targets to anything you like to isolate which clients you want to communicate with.
Add Whenevent needs to be
Remove Whenevent needs to be
Not Match Segments
Once Per Policymust be selected otherwise