Quote Abandonment Recovery with Policy Approval Automation

quote recovery

What is Quote Abandonment Recovery with Policy Approval Automation?

The quote abandonment recovery with policy approval automation consists of sending promotional emails to leads who visited the online quote and partially completed it. The sequence also includes tools for submitting all documents and declarations. In addition, an email with attached documents is sent to an agent for approval. An email reminder will be sent to the customer if the dossier has not been completed within a certain period of time.

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  • Send recovery emails and reminders to prospects who partially filled out the online quote information, but did not complete the purchase.
  • Promote the opening of accounts and offer immediate online access to the process.
  • Allow the client to self-manage the creation of their file.
  • Offer a tool for customer data to enter the organization’s databases in a structured way.
  • Ensure completion of requirements and send reminders for a predetermined period of time.
  • Offer in a friendly way for clients the links to the pages to upload the documents.
  • Provide the agent with an automated method to follow due diligence procedures and expedited approval of files.
  • Send an alert communication or create a ticket in the internal service or helpdesk system in the event that after the predetermined time the client has not completed their profile.


Automatically sends follow-up messages periodically to remind the prospect to finish the online quote, and include a link that recovers the session of what the prospect had previously saved. When the quote is completed, It sends the information to the agent with a to-do checklist sequence. The customer also receives a sequenced checklist with reminders and links to upload the documents to create their own dossier and sends the documents for due diligence by the agents. It is also possible to verify the documents with AI.

Customization Options:

  • Artificial Intelligence image recognition and documents validation.
  • Optional integration for helpdesk ticket creation or other system.
  • Written and graphic content of all communications and forms.
  • Dynamic and personalized information of prospects in all communications.
  • Fields of the forms and information to be collected from the prospect are 100% configurable.

Implementation timeframe:

  • 4 to 8 weeks


  • DANAconnect Advanced account
  • Integration with the online quote system via API / Webservice

Cross Channel Strategy:

  • Email
  • SMS as an alternative sending channel
  • Web
  • Webforms for uploading documents and entering data