The welcome campaign involves a single, automated email sent to brand-new clients to ensure a smooth introduction to the brokerage.
Benefits
Broker / Agent
- Establishes a positive first impression with new clients.
- Builds brand loyalty and trust.
- Increases engagement and likelihood of future interactions.
End User
- Provides important onboarding information and resources.
- Helps familiarize them with the broker’s services and offerings.
- Sets expectations for communication and support.
The Welcome email is triggered by the first policy on the client file. In the filter logic, this corresponds to the Earliest effective date.
To further refine your audience, you can add filters like Policy Type (for example, limiting to personal lines clients) or Branch Code.
Some brokers choose to include additional emails in their Welcome campaign, such as an NPS survey or a “What to do in the event of a claim” guide. This is based on personal preference.
When it comes to the flow setup, this is the basic suggestion
Basic Welcome Flow Setup
If you want to implement a simple Welcome flow, we recommend the following structure:
Trigger
- New Client – First policy on the client file (Earliest effective date)
Action
Make Active
If some prospects were inactivated after the integration, this step will reactivate them.
Condition
- Check if the email status is Risky, Invalid, or Bounced
Flow Paths
If YES (email is Risky, Invalid, or Bounced):
- Generate an activity in the BMS for the assigned CSR to update the email address
- Allow time (e.g., 3 days) for the updated email to sync - 3 day Wait chip
- Then send the Welcome email to the client
If NO (email is valid):
- Send the Welcome email to the client immediately