The short answer
History is kept for as long as you need it operationally and can be exported at any time. Ask support if you need a shorter window.
Help centre · Insurance brokers
Renewals lapse because a letter was missed. Is my history stored forever? History is kept for as long as you need it operationally and can be exported at any time. Ask support if you need a shorter window.
History is kept for as long as you need it operationally and can be exported at any time. Ask support if you need a shorter window.
Renewals lapse because a letter was missed. It usually surfaces the first time a real list goes out, when renewal reminders, claim updates and document requests stop being a plan and become a send.
Get this right and the outcome is retention that no longer depends on the post. Get it wrong and the cost shows up quietly, in messages nobody read and money already spent.
The compose screen shows the segment count, the cost and the sender name before anything leaves, so the decision is made before the money moves.
Message support on Telegram at @exerioco. The account is usually open in under five minutes. Then you log in, paste your numbers, write the message, pick the sender name and send.
History is kept for as long as you need it operationally and can be exported at any time. Ask support if you need a shorter window.
The mechanics are the same. What changes is the volume and the timing, because insurance brokers mostly send renewal reminders, claim updates and document requests.
Message support on Telegram at @exerioco. The account is usually open in under five minutes. Then you log in, paste your numbers, write the message, pick the sender name and send.
Support on Telegram at @exerioco sets you up in under five minutes.