Automotive

Insurance renewal

A dated sequence with the quote attached, stopped as soon as they renew.

Trigger · 30 days before expiry Approval-first
How it runs

Four steps, with the channel named.

01
30 days before expiry

The event, or the silence, that starts the sequence.

WhatsApp and Email
02
The first channel tries

Whichever one that contact actually uses, decided from the record.

WhatsApp and Email
03
The next one follows

Only if the first goes unanswered, and only if consent still allows.

WhatsApp and Email
04
It ends on an answer

One reply closes the whole sequence, on every channel at once.

WhatsApp and Email
Questions

What people ask about this one.

Which channel goes first?

Whichever one that contact actually uses. The record decides, not a default.

Does the second channel always send?

No. It only runs if the first went unanswered, and only if consent still allows it.

How does it end?

One reply closes the sequence everywhere. 30 days before expiry starts it, an answer finishes it.

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