Insurance Policy Correspondence

Communicate when, where, and how policyholders want 

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Insurance Correspondence for Improved Customer Experience

Insurance Policy Correspondence for Today’s Consumer

When it comes to consuming information, customers have different preferences for tone of voice (formal, informal), channel (print, email, SMS), or language. Cultural and technological change require insurers adapt. Newer insurance companies invest in the latest technologies, including best-in-class policy correspondence. Meanwhile, established providers with legacy core systems launch digital transformation initiatives with a focus on customer experience.

Customers now demand a 24×7, always-on, anytime, anyplace ability to interact with providers.  Insurance executives therefore recognize that they must build meaningful connections with their policyholders during the quote, policy creation, rider and renewal processes. Throughout these interactions, customers want to feel empowered.

Improved communication throughout the policyholder’s lifecycle is a critical component of the overall insurance customer experience, and a driver for policy renewals. Streamlining correspondence at critical touchpoints increases in importance, as it directly affects lifetime revenue from new customers.  Many insurance solutions are effective at claims management and policy administration, but modern insurers seek to provide an additional level of digital differentiation for their policyholders.

insurance policy correspondence illustration

Next-Level Customer Experience

Take into consideration customer preferences and create powerful policy documentation and correspondence in their language of choice, using the tone and delivery methods they prefer. Use interactive documents to deliver experiences that drive customer retention and acquisition.

Interact With Customers

Generate personalized insurance documents in real-time, including quotes, applications and riders.  Automate the creation of policy packets, ID cards and associated correspondence.  Enable 24×7 access to billing and policy information along with critical correspondence.  Reduce call center demands by distributing interactive documents with embedded analytics.

Gain Visibility

Manage policy processes individually, and as a whole.  Understand how are your customers engaging with you, and learn where they get stuck in process.  Pinpoint processes that have the largest impact to the customer experience, and shepherd individual policyholders through complications.  Proactively communicate with customers to exceed their expectations.


Provide an easy-to-use interface to capture initial quote and application data from prospective customers 24×7. Generate policy correspondence as-needed and on-demand regardless of time of day. Allow customers to interact with you when they want and how they want without increasing call-center support costs.

Reduce Risk

Eliminate errors in forms, documents and other correspondence throughout the policy management lifecycle. Avoid duplicate, error-prone re-entry of critical data elements. Keep all parties on the same page, including policy holders and agents. Deliver accurate correspondence to ensure regulatory compliance and reduce litigation risk.

Insurance Correspondence For Stronger Engagement

Insurers  worldwide leverage  insurance correspondence  software by  Ecrion  to enhance their customer experience, reduce operating costs, and control the inherent risks associated with claims automation and policy administration processes. Thousands of companies across a broad range of industries use Ecrion to ensure compliance with corporate branding and  regulatory  standards while establishing genuine connections with their customers—one at a time.

insurance industry infobrief

Get the Infobrief

Find out how Ecrion solutions build compelling and engaging experiences, and put customers front-and-center in your communication strategy.

Ready to take your communications to the next level? Talk to one of our experts today!

It’s one thing to talk about what our software does, but we all know seeing is believing. By requesting a free, no obligation demo, you can see for yourself how our solutions can improve not only your customer communications, but your bottom line as well.

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You're in Good Company

Learn why some of the world’s most forward-thinking companies trust Ecrion for their customer communication and engagement needs!

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