Business owners: never miss non-renewal notices, emails or mailings
Business owners: never miss non-renewal notices, emails or mailings
Business owners risk missed deadlines when 'Assumption Non-Renewal' forms go unprocessed and customers lack insurer choice. It sends email or triggers mail when contact exists so reps can assist.
Overview
Missed non-renewal notices create customer confusion and expose you to missed transfers or selection errors. This workflow ensures every submitted assumption non-renewal triggers an email or mailed notice and a service-rep follow-up, so customers get clear instructions and reps can resolve selection or transfer before deadlines. You'll see fewer missed follow-ups and cleaner communication trails for compliance.
Notable Features
- Send email notices when contact present
- Trigger mailed letters for missing emails
- Create follow-up tasks for service reps