Renewal Emails

Renewal Reminders

Renewal reminders are grouped by month and appear two months in advance, by default. This way, Levitate Users can simply schedule out their monthly renewals to all send on the same day.

Adding Policy Renewal Information

There are two ways to add policy information into Levitate for contacts

The first way is through the Contact Profile

First, from your Dashboard you'll choose Contacts

And then you will choose a contact

Once you're on the Contact Profile, you'll select the Data Boards tab and choose Add Policy

Here. you'll be able to add policy details— including the renewal date that will prompt the dashboard card for scheduling a renewal send

Once saved, you'll see the Policy listed as a Key Fact whose date is tied to the policy's renewal— it will also show on the Policies Board

The second way is through the Policies Data Board

Go to the Levitate Dashboard and choose Data Boards

From there, you'll choose Policies

And once you're on the Policies Board, you can choose Add Policy

This piece will look just like adding a policy through the Contact Profile

Once it's saved, it will show on the Policies Board and on the Contact Profile

Policy Data can also be pulled in automatically through one of our Insurance Integrations or through spreadsheet import

Scheduling Renewal Emails

From the Dashboard, you'll be able to look at upcoming renewals by month

Here, I've clicked into July Renewals

All contacts who have a renewal for the month of July will show here— you can use the dropdown to choose a renewal template to schedule out, and even go through the contacts and selectively remove contacts that you do not want to send a renewal message to.

From there, you are able to schedule the email out. If your account uses send on Behalf, one Admin is able to go in and schedule these out for some or all users.

Renewal Emails are not Automatically Scheduled

While the renewal notifications appear automatically, a Levitate user must manually schedule the emails to send. There are times when Levitate Users would rather not send a renewal email to a particular contact. Levitate gives users the opportunity to review their renewal list prior to scheduling the emails.

Creating a Custom Renewal Email Template

To create your own renewal email template for future use, create a new email template with “Renewal” in the template name.