Congratulations on going paperless!We’re committed to being customer driven and providing you with online tools that will help you service your customers and be competitive in a digital environment that is constantly changing.

Over 70% of Canadians own a smartphone, with 85% of them preferring apps – changing the way customers expect to access information and services. On average, 75% of customers that create a Client Centre account, choose to go paperless.

Digital Path to Success

• Broker branding is front and centre. Customers can contact you right from the Intact App - keeping them connected to you and your brand.

• Broker access – you can view a customer’s print preference and deploy an email from the Broker Portal to help them register.

• Time savings – promoting online access to your customers will help your staff save time over the long term, enabling them to focus on what matters most - offering advice and expertise to customers.

• Reports – you’ll receive reports to help you monitor and track adoption and usage.

• Customer email notifications – as a paperless broker, all your customers for which we have an email address will be notified by email when they have completed a transaction, including renewal, policy change and cancellation.

Benefits to you

NEXT STEPS

To support a successful transition, we recommend the timeline below for workflows, training and support.

30 days prior

Paperless effective

date

30days

30 days prior to paperless effective date

• Email to employees – going paperless, benefits, workflow changes

• Widget set up

• Staff training

> Identify staff champion > Train staff within two weeks of effective date > Ensure management and employee buy-in

• Customer communications (can be done for all or in 90-day intervals, based on renewal dates)

> Extract email list from BMS > Identify direct mail list

• Analysis of existing renewal workflow and proposed enhancements (proactive communications)

> Identify renewing customers on one and three-pay (next 90 days)

60days

90days

Paperless effective date to first 30 days

• Customers renewing in 60 days will be mailed a transition letter from Intact instead of printed documents

• Send promotional emails

• FAQ available for customers looking to add digital pink slip to Apple Wallet/Android widget

• Implement scripting and registration email into CSR workflow

• Implement updated renewal workflow

30 to 60 days

• Monthly BDM touch point, including reports and progress

• Proactively connect with one and three-pay customers

• Renewal date for first batch of transition letters – use reporting to identify customers that need follow-up

60 to 90 days

• Continued touch points and follow up with BDM

• Reports and analysis, review take up rate

• Review workflows and if any adjustments need to be made

Co-branded customer email notifications on every transaction (renewal, policy change, cancellation)

Co-branded promotional emails (contest/campaign)

Client Centre/App BrokerLobby

Customer awareness through advertising

Quick Client Centre registration link in transactional emails

WHAT INTACT IS DOING TO HELP SUPPORT YOU

Digital pink slip in App

Add digital pink slip to Apple Wallet or widget (iOS & Android)

Real-time claims tracking

Easily submit a claim with photos

RECENT ENHANCEMENTS FOR YOUR CUSTOMERS

®Intact Insurance Design is a registered trademark of Intact Financial Corporation, used under license. ©2020 Intact Insurance Company. All rights reserved.

SAMPLEMATERIAL (FOR BROKER USE)

Registration emailCo-branded eBlast template

For further details and sample material visit our microsite at intactapp.com

Co-branded social media content