In order to obtain the highest Renters Insurance adoption rates we recommend the following strategy:
Step 1: Navigate to Administration → Settings → Communication → Communication Categories → New Communication Category → New Broadcast Category
Step 2: Fill out required information
| Category Name | Input a name for the category. (E.g. Renters Insurance Alerts |
| Access Roles | Select roles for having access to read these communications |
| Response Group | Select roles for having ability to respond to these communications |
| Opt-Out Enabled |
The Canadian Anti-Spam Legislation (CASTLE) proposed this setting. Select Opt-Out Enabled to allow the tenant to unsubscribe for communications to be sent by email.
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| Consent Action |
Request On the Portal, a message pop up will ask if the Tenant agrees to receiving email notifications Opt-In By default, the Tenant receives the email notification and can choose to unsubscribe to receiving them. Opt-out By Default, the Tenant does not receive the email notification and can choose to subscribe to receiving them. |
Step 3: You are now ready to create & schedule a broadcast with this communication category. See Article Here: https://propertyvista.zendesk.com/hc/en-us/articles/360045711834-Creating-A-New-Broadcast
In addition, you can view many default templates already set up in the Property Vista system, that can aid you in creating your Insurance Strategy.
Navigate to Message Center → Broadcast Templates → Default
| Insurance Audit 1 | Explains what Tenant Insurance is and why it is required and asks the tenant to either provide a copy of their insurance certificate or purchase tenant insurance within 30 days from the broadcast. |
| Insurance Audit 2 | A reminder to Insurance Audit 1. Asks the tenant to either provide a copy of their insurance certificate or purchase tenant insurance within 15 days from the broadcast. |
| Insurance Audit 3 | A reminder to insurance audit 2 with a final deadline to either provide a copy of their insurance certificate or purchase tenant insurance within 15 days from the broadcast. |
| Insurance Audit 4 | A Final Warning to either provide a copy of their insurance certificate or purchase tenant insurance within 7 days from the broadcast. Should it not be received this Broadcast advises legal action will be taken. |
| Insurance Expiration Reminder 1 | A reminder that the current tenant insurance on file is expiring in 90 days. Advises the tenant to renew their current insurance or buy new insurance. |
| Insurance Expiration Reminder 2 | A reminder that the current tenant insurance on file is expiring in 30 days. Advises the tenant to renew their current insurance or buy new insurance. |
| Insurance Expiration Reminder 3 | A reminder that the current tenant insurance on file is expiring in 15 days. Advises the tenant to renew their current insurance or buy new insurance. |
| Insurance Move In Reminder 1 | Sends to tenants 10 days prior to start of tenancy to advise them of their requirement to either provide a copy of their insurance certificate or purchase tenant insurance. |
| Insurance Move In Reminder 2 | Sends to tenants 1 days prior to start of tenancy to advise them of their requirement to either provide a copy of their insurance certificate or purchase tenant insurance. |
| Insurance Move In Reminder 3 | Sends to tenants on first day of tenancy to advise them of their requirement to either provide a copy of their insurance certificate or purchase tenant insurance. |
| Insurance Reminder | Explains what Tenant Insurance is and why it is required and asks the tenant to either provide a copy of their insurance certificate or purchase tenant insurance. |