Keeping your clients engaged with their cover
We’ll be connecting with your clients more to complement your advice.
To better support you with the retention of your clients, we’re introducing new client emails aligned to key milestones throughout their policy.
These will add to those we already send, such as overdue payment notifications to help keep your clients’ cover in place and TAL Health Sense Plus offers to eligible clients to support affordability.
Here’s a snapshot of the new and existing client emails and how they can support your retention. Of course, if your clients have previously opted out of our marketing communications, they won’t receive these emails.
Targeted emails to help your clients keep their cover in place
These emails are sent to those who might be at risk of lapse, providing reassurance that if their circumstances change, their policy can too. We’ll let them know there are options available and encourage them to get in touch with you to discuss what might suit them best.
We’ll let them know there are options available and encourage them to get in touch with you to discuss what might suit them best.
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Similar proactive client emails have reduced expected cancellations by 25%1based on our data. |
We understand you may prefer to contact clients at risk of lapse yourself. Let us know if you’d prefer we didn’t reach out to those clients. Opt your clients out before 8 October Of course, if your engagement strategy changes and you want to opt out in the future, you can do so by emailing us here. |
Emails to help your clients better understand their policy and the value of your advice
From product features and benefits to claims case studies, these emails aim to keep your clients engaged with their insurance and your advice.
You can’t opt your clients out of these ones, though they’ll be able to unsubscribe if they want to.
Emails to keep your clients informed about policy changes and overdue premiums
For clients who’ve missed a payment and might be at risk of lapse, these emails and SMS reminders make sure they understand their options, including our online QuickPay system.
QuickPay launched 12 months ago and it’s helping clients catch up on payments when it suits them best, with more than 40% of transactions made outside business hours.
Emails to encourage your clients on their TAL Health Sense Plus journey
We’ll reach out to eligible clients when it’s time for them to have a preventative health check and maintain their 5% discount.
TAL Health Sense Plus makes your clients cover more affordable and improves retention too: our data shows that clients with TAL Health Sense Plus retain their policies for longer than those without.2
Let us know what you think
We’ll continue to evolve these emails based on insights and feedback about what best supports you and your clients, so please let us know what you think.
Get in touch with your BDM to share your feedback or if you have any questions.
1. Reduced expected cancellations by 25%’ based on TLIS anniversary campaign running from January 2024 – May 2024 on a sample size of 1,300 policies. An expected cancellation is determined by clients who are expected to cancel based on their policy duration, policy type and age.
2. Based on average policy duration of Health Sense Plus customers v non-Health Sense Plus customers 2021-present.