Contact Expiration Notices Create a 17% Sales Increase

An insurance company wanted to be able to send contract-expiration emails and reminders to their brokers as well as clients.

Our Solution

Pivotal Leap created a solution built on top of Salesforce Marketing Cloud and Salesforce Sales Cloud.

The client’s Contract Data Table fed in the appropriate information when a contract was ending and emails and messages were sent to corresponding brokers and customers on the same trigger.

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