EZLynx
      Back to home
      1. Fuse + Forge Knowledge Base
      2. Fuse
      3. EZLynx

      EZLynx: How to Create a Policy Renewal Campaign

      Leveraging Expiration Date and Next Renewal Date Fields for Effective Client Communication

      This article is designed to guide EZLynx users in creating effective policy renewal campaigns using the Expiration Date and the newly released Next Renewal Date fields. Understanding the differences between these fields will help you tailor your communication strategy to meet your clients' needs effectively.

      Using the Expiration Date Field

      The Expiration Date field is updated when a policy is renewed before the current term's expiration date. This allows campaigns to adjust and send messages for the upcoming renewal term.

      Use Case: Reminder Campaigns
      This method is ideal for reminder-based campaigns, such as notifying clients about upcoming policy expirations. Examples include:

      • "Your policy will expire in a month, remember to renew soon!"
      • "Your policy will expire tomorrow if you don't renew today!"

      Configuration Steps

      1. In your Fuse dashboard:

        • Navigate to the Marketing tab.
        • Select the Custom Campaigns section.

      2. Creating a New Campaign:

        • Click on Create New Custom Campaign.
        • Name your campaign (e.g., "Upcoming Renewals").

      3. Setting Up the Sequence:

        • Click Create Sequence, and name it (e.g., "Upcoming Renewals Sequence").
        • Choose the Segment to ensure all active policies are subscribed to this sequence.

      4. Adding Steps to the Sequence:

        • Click on Add Step to add different steps in the sequence.
        • Anchor the steps to the Policy > Expiration Date.
        • Choose “Run annually and reschedule when date changes.”

      5. Example Steps:

        • Step 1: Run at -60 days
        • Step 2: Run at -30 days
        • Step 3: Run at -14 days
        • Step 4: Run at -7 days
        • Step 5: Run at -2 days
        • Step 6: Run at -1 day

      6. Configuring Email Templates:

        • For each step, create or select the appropriate email template tailored to remind clients about their upcoming renewal.

      7. Review and Launch:

        • Review the sequence for accuracy.
        • Click Launch to start the campaign.

      Using the Next Renewal Date Field

      The Next Renewal Date field indicates the upcoming date when the current policy term is set to end.

      For EZLynx, this field is applicable only for active policies, not Policy Quotes.

      Use Case: Non-Reminder Communications
      This method is suitable for non-reminder communications, such as:

      • Cross-sell offers around the renewal time.
      • Customer care emails to retain clients amidst competition.

      Configuration Steps

      1. In your Fuse dashboard:

        • Navigate to the Marketing tab.
        • Select the Custom Campaigns section.

      2. Creating a New Campaign:

        • Click on Create New Custom Campaign.
        • Name your campaign (e.g., "Customer Care During Renewals").

      3. Setting Up the Sequence:

        • Click Create Sequence, and name it (e.g., "Renewal Support Sequence").
        • Choose the Segment to ensure all active policies are subscribed to this sequence.

      4. Adding Steps to the Sequence:

        • Click on Add Step to add different steps in the sequence.
        • Anchor the steps to the Next Renewal Date.
        • Choose “Run annually and reschedule when date changes.”

      5. Example Steps:

        • Step 1: Run at -60 days
        • Step 2: Run at -30 days
        • Step 3: Run at -14 days
        • Step 4: Run at -7 days
        • Step 5: Run at -2 days
        • Step 6: Run at -1 day

      6. Configuring Email Templates:

        • For each step, create or select the appropriate email template tailored to enhance customer experience.

      7. Review and Launch:

        • Review the sequence for accuracy.
        • Click Launch to start the campaign.