Make sure they know their application has or is going through and they can sit back and relax knowing their new coverage will start January 1st. However, if they have questions, you are their first contact.
This is where having an automated process in your CRM to reach out at set times can make your process much less stressful as this could be running in the background with no effort from you other than the initial set-up.
If you don’t have access to a system that does automated contacts, a newsletter service can help you organize your clients. Creating email lists of clients and prospects can deliver the right message to the right person. This is referred to as list segmentation.
Don’t have your clients and prospects broken down, then send one big email to your clients and prospects with different sections based on their status with you.
Example:
Section 1 – If you have changed plans, then your new coverage will start on Jan 1st.
Section 2 – If you want to change plans and have not done so yet, you only have until December 7th.
Section 3 – Not sure, contact me