Set It and Forget It: Automated Renewal Document Delivery for Wawanesa Brokers
Wawanesa is Changing the Game—Are You Ready?
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100% Automated Document Delivery
Providing highly Our Document Delivery solution completely eliminates manual tasks for brokers—we set it, and you truly forget it. From renewals to mid-term policy changes, every document is automatically and securely delivered to your clients via truMobile’s encrypted portal. Brokers experience zero touchpoints, freeing their team from manual processing and follow-ups, ensuring every update reaches clients promptly, effortlessly, and error-free.
Mass Dynamic Email Delivery:
Your renewal documents automatically reach your clients securely and efficiently, requiring ZERO ongoing effort from your team.
We’ve also made it even easier for you to send automated or one-time email messages with our curated email template library proven to convert and drive results! Have the confidence you need to send emails and push notifications without having to do the work! Our library contains dozens of templates from new business emails, to upsell/cross-sell emails, to renewal notices.
Build Custom Emails in Minutes with Dynamic Fields and DIY Flexibility
You can customize your email campaigns further with our email builder. Just drag and drop the content elements and select from a myriad of dynamic content fields. You can brand and add creative flare to all of your email templates.
Hyper-Personalization
truMobile also enables you to effortlessly deliver highly personalized sales and marketing messages, strengthening client relationships without extra manual effort.
Enhances Security
Unlike traditional email attachments, clients access documents securely through truMobile’s encrypted portal. Say goodbye to security risks from emails sitting unprotected in inboxes.
Customer Self-Service
truMobile includes a powerful self-service platform, giving clients instant, secure access to their documents whenever they need them—saving you hundreds of administrative hours.
Why our Brokers Love truMobile
- Automate the entire renewal delivery process.
- Improve security by eliminating unsecured emails.
- Free up valuable broker resources to focus on growth.
- Enhance your client experience with streamlined digital service.
Ready to Simplify Your Document Delivery?
Let us handle the details while you focus on your business.