Insurance Consultants/Agencies

Keep in touch with your customers by sending an automated personal message from your agency via Email or Text Message.

Send a personal thank you for purchasing insurance from your agency.

Follow-up for customer satisfaction, send a reminder their policy is coming up for renewal or send a note for your new customer to refer a friend.

Go Green and lessen the amount of promotional material printed on paper.

How it works?

A potential customer calls your agency for a price quote.

You enter their name, mobile number and/or email into the W8TER system.

After you provide them with a quote, the W8TER system automatically sends your customer a customized Thank You text message (see message section below).

Once a potential customer becomes a new customer (current customer), you simply set their Effective Date, Renewal Date and the notifications you wish them to receive.

From here the W8TER System:

1. Automatically sends your customer a customized email inquiring about updates to their current coverage.

2. Automatically sends your customer periodic Renewal Date notices.

3. Automatically updates the Renewal Date based on the Cycle Days you select for your customer (ex: a 6 month policy reflects a 180 day cycle). Requires Gold Package.

4. Automatically sends you a daily email report of all customer renewals during the next 30 days. Requires Gold Package

5. Displays your on-screen customer list based on their next Renewal Date.

The W8TER Advantage

Why buy, design, fill-out, stamp and mail this…	When you can send a personal message…

There are many reasons to incorporate a W8TER Automated Software Communication System into your agency. We believe our system provides benefits for both your agency and your customers. Our system adds value by capturing customers who receive updates from their insurance agency or consultant. Therefore, your agency increases customer retention. Our system can assist with CRM to grow, and retain your customer base. The W8TER system is unique in the way it has been designed. We have successfully created an efficient form of communication that is personalized to each customer. Blending personalization with technological efficiency is a breakthrough achievement for the insurance industry. This, coupled with a new communication experience delivers innovative possibilities

Customized Insurance Messages

THE FOLLOWING MESSAGES LISTED BELOW ARE SAMPLES USED IN YOUR INDUSTRY. YOU MAY CUSTOMIZE EACH MESSAGE AND SET THE TIME FRAME THE MESSAGES ARE SENT TO YOUR PERSONAL PREFERENCES. YOU MAY ALSO ADD YOUR OWN GRAPHICS AND HYPER-LINKS TO EACH EMAIL.

THANK YOU (Message sent to customer 3 days after effective date of new policy)

(Customers first name):

Thank you for choosing ABC Insurance Brokers for your personal insurance needs. If you have additional questions regarding your insurance coverage please contact your insurance consultant John Doe at (phone).

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

Thank you for choosing ABC Insurance Brokers for your commercial insurance needs. If you have additional questions regarding your insurance coverage please contact your insurance consultant John Doe at (phone).

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

Thank you for choosing ABC Insurance Brokers for your company’s benefits. If you have additional questions regarding your insurance coverage please contact your benefits consultant John Doe at (phone).

We appreciate your business!!!

COVERAGE UPDATE (Message sent to customer 3 months after effective date)

(Customers first name):

It has been 3 months since your personal insurance coverage was placed with John Doe at ABC Insurance Brokers. We are contacting you to ask if your coverage is up to date. Have you remodeled your home? Have you purchased Jewelry or Fine Arts? Have you purchased a new toy such as an ATV or RV? Maybe you have questions regarding a Personal Umbrella Policy. Please contact your insurance consultant John at (phone) and he will be happy to answer your questions.

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

It has been 3 months since your commercial insurance coverage was placed with John Doe at ABC Insurance Brokers. We are contacting you to ask if your coverage is up to date. This is a friendly reminder to contact your insurance consultant John at (phone) should changes need to be made your policy.

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

It has been 3 months since your company’s benefits were placed with John Doe at ABC Insurance Brokers. We are contacting you to ask if your benefits are up to date. Have you hired a new employee? This is a friendly reminder to contact your benefits consultant John at (phone) should changes need to be made to your benefits package.

We appreciate your business!!!

RENEWAL 60 DAYS (Message sent to customer 60 days prior to renewal date)

(Customers first name):

Your personal insurance policy will be renewing in 60 days with John Doe at ABC Insurance Brokers. Please contact your insurance consultant John at (phone) should you choose to discuss changes before the renewal.

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

Your commercial insurance policy will be renewing in 60 days with John Doe at ABC Insurance Brokers. Please take this time to review your current coverages before your renewal. If you have questions on your current coverage or questions on what additional coverages are available for your business, please contact your insurance consultant John at (phone).

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

Your benefits package for your business will be renewing in 60 days with John Doe at ABC Insurance Brokers. Please take the time to review your current benefits before the renewal. If you have questions on your current coverage or questions on what additional coverages are available, please contact your benefits consultant John at (phone).

We appreciate your business!!!

RENEWAL 30 DAYS (Message sent to customer 30 days prior to renewal date)

(Customers first name):

Your personal insurance policy will be renewing in 30 days with John Doe at ABC Insurance Brokers. Please contact your insurance consultant John at (phone) should you want to discuss changes before the renewal.

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

Your commercial insurance policy will be renewing in 30 days with John Doe at ABC Insurance Brokers. John will be contacting you to make a renewal appointment to review coverages and to answer questions before your policy renewal. If you choose, you may contact your insurance consultant John at (phone) to schedule an appointment.

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

Your company’s benefits package will be renewing in 30 days with John Doe at ABC Insurance Brokers. John will be contacting you to make a renewal appointment to review the benefits and to answer questions before your policy renewal. If you choose, you may contact your benefits consultant John at (phone) to schedule an appointment.

We appreciate your business!!!

RENEWAL (Message sent to customer the date of Renewal)

(Customers first name):

Your personal insurance policy written with John Doe at ABC Insurance Brokers has renewed effective (renewal date). Please contact your insurance consultant John at (phone) should you have additional questions regarding this policy.

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

Your commercial insurance policy with John Doe at ABC Insurance Brokers has renewed effective (renewal date). Please contact you insurance consultant John at (phone) should you have additional questions regarding this policy.

We appreciate your business!!!

(Company Name):

(Attn: Contact Person):

Your benefits package with John Doe at ABC Insurance Brokers has renewed effective (renewal date). Please contact your benefits consultant John at (phone) should you have additional questions regarding this policy.

We appreciate your business!!!

W8TER Daily Reporting

THE W8TER SYSTEM PROVIDES YOU WITH A DAILY EMAIL REPORT ON ALL YOUR UPCOMING RENEWALS.

Contact Us

For more Information or General Sales call 888.989.8837 or email: Sales Department

Mailing address:

W8TER, LLC

3260 North Hayden Road

Suite # 206

Scottsdale, Arizona 85251

www.w8ter.com

1.888.989.8837