One of the biggest challenges for insurance brokers and agents is constantly answering the same basic questions: “Where’s my policy?”, “How do I book a doctor?”, “What does my plan cover?” — all of which take up time and add little value.
The solution is simple: get clients to start using the mobile app (for insured individuals) and the HR portal (for company admins). To make that happen, you need to clearly communicate that these tools are available.
Here are three proven ways to do it:
1. Communicate at every touchpoint (best-performing method)
This is what most of our clients do. Every time a policy is:
Sold
Renewed
Or when a client reaches out with a question
They send a short message like:
“Your policy is now available in the mobile app — here’s the link: [iOS] / [Android]. Just download the app, enter your RFC (or ID if you’re using that instead), and you’ll have instant access to your policy.”
This method alone helps more than 50% of insured clients start using the app within 6 months.
2. Bulk email invitations
If you have email addresses, you can send out invites in one click through the platform.
If some clients don’t have emails on file, just combine this approach with #1 and collect emails gradually.
3. Via WhatsApp
WhatsApp offers two modes of communication:
Free version — The client must message you first via the platform before you can reply. That’s why it’s important to integrate WhatsApp with Renova as soon as possible, start receiving inbound messages, and respond only through the platform — so all communication is in one place and you unlock the ability to send app invites in just one click.
Paid version — You can directly choose who to message, select WhatsApp as the channel, and send the invite first.
What to do now:
Communicate with everyone who writes to you, buys a policy, or renews coverage — and include the app download link in your messages.
Set up the free WhatsApp integration as soon as possible so you can begin receiving messages and later send invites to more clients directly from the platform.
Only reply to clients through Renova, so all interactions are saved and centralized.