Send payment-decline SMS and flag account for follow-up
Send payment-decline SMS and flag account for follow-up
Your policy payment can flip to a declined deal without outreach, delaying recovery and risking lapse. It sends an SMS to the policyholder and flags the account for same-day billing follow-up.
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Zap details:
Overview
When a policy payment is declined, fast outreach preserves coverage and revenue. This flow sends an immediate SMS to the policyholder and surfaces the account for same-day billing action, shrinking the lapse window and speeding recovery.