Renters Insurance Strategy

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

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Step 2: Fill out required information 

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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.

 

 

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

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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.
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