How to Set Up the Cross-Sell Campaign: Personal to Umbrella

Learn how to set up the Cross-Sell Campaign: Personal to Umbrella

It can be tempting for clients to think they don’t need the “extra protection” that Umbrella coverage or Excess Liability can provide. Help them see how useful it can be with this campaign!

Setting Up the Cross-Sell Campaign: Personal to Umbrella

To locate the campaign, first, click "Content Library" in the left navigation bar:

Under the "Account Rounding" section, locate the Cross-Sell: Personal to Umbrella Campaign and select "Customize":

This will install the campaign to your Custom Campaign Library. Click "View/Edit" to start customizing the campaign:

Determine Your Audience

Next, we will confirm who gets the messages and when. The Personal to Umbrella Cross-Sell Campaign targets Personal no Umbrella customers. To audit the segment to confirm who is being targeted, click on "Personal no Umbrella" in the "In other words" section:

This will open a new window with the Personal no Umbrella Segment that was installed with the campaign.

  • First, you can confirm that the segment is targeting "Active Policy Client Types" that contain a "Personal" client type.

  • Next, you can confirm that the segment is targeting "Active Policy Types" that do not contain "Umbrella":

After confirming the segment for your group, you can close the window to return to the Personal no Umbrella Sequence page.

When are people from Personal no Umbrella added and subtracted from the audience?

Next up, we will confirm when people will be added or removed from the audience. The campaign defaults to add audience members on an "Ongoing" basis. This means that if a customer buys an umbrella policy, they will be removed from the campaign. Alternatively, if a customer no longer has an umbrella policy and they just had a personal policy, they would be added to the campaign.

People in the Personal no Umbrella segment will be added to the audience every time you sync your management system and removed when they no longer match your segment.


The "Steps" section will show you an overview of the campaign.

  1. How to get Super Protected - This email lets your client know the importance of having an umbrella policy.

  2. That's a cheap umbrella - This follow-up email lets clients know that an umbrella policy is affordable and can offer peace of mind.

  3. If you're on the fence... - This final email lets clients know all of the lines of coverage that an umbrella policy can cover over.

  4. Event's Relative Days - If you want to make changes to the event's relative days, you can click on the days listed on the far right of each step.

  5. Account > Customer Since - This campaign uses an Account Date Sequence. The default for this campaign is "Account > Customer Since." You can click on this section if you'd like to change this to a different date that you think would work best to cross-sell your clients. If you click on this section, you will see that this campaign is set to run annually. This campaign contains three emails, so you will be reaching out three times a year to your clients to try and round out the accounts for whatever cross-selling you are doing.

  6. Pencil Icon - You can click on this icon to edit the email content.

Great! Now that you've reviewed the campaign and made any changes you'd like to, it's time to launch the campaign!

Launching Your Campaign

When you are ready to launch the campaign, set it live by clicking "Launch," on the bottom right corner:

Review your changes, and click "Go Live."

Nice job, you've set up the Cross-Sell Campaign: Personal to Umbrella! If you ever need to edit or delete this campaign in the future, you can locate the campaign by clicking on Marketing>>Custom Campaigns in your left navigation bar.