The Insurance Renewal email is an automated email that reminds clients to review their home insurance coverage before it renews. The insurance reminder used to live only as a button inside the Home Digest; now it has its own dedicated email, timed to each home's renewal date.
What the Insurance Renewal email contains
The email lets the client know it's time to review their home insurance and gives them one button to check their coverage.
This email is delivered about once a year per home, roughly 60 days before the home's insurance renewal date.
Subject line & preview text
Subject: "Time to review your home insurance"
Preview text: None. Most inboxes repeat the subject line.
Key rules to know
Who receives it: Clients with a verified home whose insurance renewal date is within about 60 days, and who have already received at least one Home Digest.
Limited rollout: At launch, this email is available on a limited set of accounts, so not every client with an upcoming renewal will receive it yet.
Insurance agent accounts: The email goes only to prospects, not to clients the agent has already converted.
Frequency: A home won't receive this email more than once in a 60-day window, which works out to about once a year.
Turning it off: This email can't be self-managed, but support can turn it off for your account. Send us a message using the pink icon.
Where the call to action takes your client
"Review your coverage" — signs the client into their Home Digest and opens the home insurance section.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.