Help centre · Insurance brokers

Exporting history for insurance brokers

Renewals lapse because a letter was missed. Can I download what I sent? Yes, as a file you can open in a spreadsheet. It carries the recipient, sender name, segments, cost and status of each message.

Insurance brokers
Exporting history
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The short answer

Yes, as a file you can open in a spreadsheet. It carries the recipient, sender name, segments, cost and status of each message.

Why insurance brokers ask this

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.

What it changes for you

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.

Doing it in the platform

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.

Getting started

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.

FAQ

Can I download what I sent?

Yes, as a file you can open in a spreadsheet. It carries the recipient, sender name, segments, cost and status of each message.

Is this different for insurance brokers?

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.

How do I get started?

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.

Related pages

Messaging for insurance brokers

Support on Telegram at @exerioco sets you up in under five minutes.