Helping clients stay on track with reminders

To support clients in managing their policies, we’ve introduced two new alerts:
 

1. Premium due SMS

Clients will now receive an SMS 7 days before their direct debit date if their payment frequency is quarterly, half-yearly or yearly. This SMS will remind customers that: 

• their policy payment is due soon, and
• they can call us to discuss their policy and payment options.

Included products:
Customers will be sent an SMS if they hold any of these products: 

• Risk Protection Plan
• Income Protection Plan
• Business Risk Protection Plan
• Quick Start.

Please note that customers won’t be contacted if they have monthly or fortnightly direct debits or have made a partial payment.

Here is a sample SMS

2. Final reminder email 

In late November, we introduced a final reminder email for clients whose policies are at risk of cancellation due to non-payment. This email will complement the existing overdue payment and reminder notices already sent to clients.

More information
We hope these reminders help clients manage their policy payments.

Your clients can find more on: 

• flexible policy and payment options
• making payments
• updating details.