Client email addresses: an essential tool for our digital shift

Being able to get in touch with your clients quickly and effectively is a key aspect of the client experience. As the first point of contact for your clients, you play an important role in our digital transition by ensuring that each file contains a valid and active email address.

Why it’s important to have an email address on file

• Sometimes, existing clients change their email address. Other times, we may not have an email address on file at all.
• Whenever something unexpected happens—such as a mail service disruption—emails are an effective way to convey important information.
• Unlike phone calls or mailed letters, email messages can reach your clients anytime, anywhere.

Best practices

	When filling out a new insurance application, make sure to include the policyowner’s email address.
	When interacting with existing clients, get into the habit of checking and updating their contact information.

These best practices have a direct impact on the effectiveness of our communications and also strengthen the relationship of trust with clients. Let’s keep working towards our digital shift by making sure the contact information we have for our clients is up to date!

Questions?