How to Send Insurance Renewal Reminder Emails Automatically Using Pabbly Connect

Learn how to send insurance renewal reminder emails automatically using Pabbly Connect with Google Sheets and Gmail. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To send insurance renewal reminder emails automatically, start by accessing Pabbly Connect. This powerful integration platform allows you to connect Google Sheets and Gmail seamlessly.

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Assign a name to your workflow, such as ‘Send Insurance Renewal Reminder Emails Automatically’. This will help you identify your automation later. Once named, click on ‘Create’ to proceed.

2. Scheduling Automation with Pabbly Connect

Next, set up a schedule for your automation in Pabbly Connect. Select the schedule feature to run your workflow daily. This ensures that your automation checks for upcoming insurance expirations every morning.

• Choose the frequency as ‘Every Day’.
• Set the time to 7 AM.

By scheduling your automation, you ensure that reminders are sent out automatically two days before the insurance policy expiration date. This proactive approach keeps your clients informed and helps them renew their policies on time.

3. Connecting Google Sheets with Pabbly Connect

To retrieve the list of insurance clients, you need to integrate Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Lookup Spreadsheet Row’. This allows you to search for policyholders who have not received reminders.

When prompted, connect your Google Sheets account by clicking on ‘Add New Connection’. Once connected, select the specific spreadsheet containing your insurance client data. Make sure to specify the lookup column where the reminder status is recorded.

4. Sending Reminder Emails via Gmail

After identifying the clients who need reminders, set up Gmail to send the emails through Pabbly Connect. Choose Gmail as the next action application and select ‘Send Email’ as the action event. Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

• Map the recipient’s email address from the iterator step.
• Craft a subject line and email content that includes personalized information.

This setup ensures that each client receives a timely reminder about their insurance policy expiration, enhancing customer service and engagement.

5. Updating Reminder Status in Google Sheets

Finally, it’s crucial to update the reminder status in your Google Sheets once the email has been sent. Use Pabbly Connect to add another action step that updates the row in Google Sheets. Select the ‘Update Row’ action event to modify the reminder status from ‘Not Sent’ to ‘Sent’.

By automating this process, you ensure that your records remain accurate, preventing repeated reminders to the same clients. This final step solidifies the effectiveness of your automated workflow.

Conclusion

In conclusion, using Pabbly Connect to automate the sending of insurance renewal reminder emails streamlines your workflow and enhances client communication. This integration not only saves time but also ensures timely reminders for your clients, helping them stay informed about their policy renewals.