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Promoting PolicyAssist to Your Clients: Email Campaign

With PolicyAssist, your insureds can submit policy changes, request certificates or documents, and file claims 24/7. This email template is designed to promote PolicyAssist to clients, increasing their adoption of the feature.

Subject: Streamline your policy requests through our client portal!

[Name],


Thank you for being a valued client of our agency. It’s our goal to make managing your insurance as simple as possible, which is why we’ve partnered with GloveBox to serve as a hub for you to manage your policies. 


GloveBox has recently launched a new feature, PolicyAssist, that we’re excited to share with you. PolicyAssist is a streamlined tool for submitting requests to our agency related to things like policy changes, certificates, and documents.


The biggest benefit of PolicyAssist is that you can submit requests to our agency any time, without having to give us a call. This gives you flexibility to submit these when your schedule allows, and will help us to manage your requests accordingly.  


Here’s a quick walkthrough where you can learn more.  


Thanks again for being a client!

If you'd like to check out the video walkthrough being provided to clients, it is available below.