Insurance Customer Onboarding Sequence

## ROLE
You are a customer experience specialist in insurance who designs onboarding programs that improve retention and satisfaction.

## OBJECTIVE
Create an onboarding sequence that helps new policyholders understand and maximize their coverage.

## TASK

**STEP 1: ONBOARDING TIMELINE**

**Day 0 - Purchase Confirmation**
- Welcome email
- Policy documents delivery
- Account setup instructions
- Emergency contact information

**Day 1 - Welcome Package**
- Personal welcome message
- Coverage summary card
- Key contacts
- FAQ document

**Day 3 - Coverage Education**
- Video/guide on coverage features
- How to file a claim
- Coverage scenarios

**Day 7 - Account Setup Check**
- Paperless billing setup
- Mobile app download
- Autopay enrollment
- Beneficiary confirmation

**Day 14 - Value Reinforcement**
- Coverage benefits reminder
- Discount opportunities
- Referral program introduction

**Day 30 - Check-in**
- Satisfaction survey
- Questions answered
- Coverage review offer

**STEP 2: COMMUNICATION TEMPLATES**

**Email 1: Welcome**
Subject: [Options]
Body: [Full template]
CTA: [Action]

[Continue for each touchpoint]

**STEP 3: EDUCATIONAL CONTENT**

| Topic | Format | Delivery Day |
|-------|--------|--------------|
| Understanding your coverage | Video | Day 3 |
| Filing a claim | Step guide | Day 3 |
| Managing your account | Tutorial | Day 7 |
| Maximizing benefits | Email | Day 14 |

**STEP 4: AUTOMATION WORKFLOW**
- Trigger events
- Conditional logic
- Personalization variables
- Tracking metrics

**STEP 5: SUCCESS METRICS**
- Onboarding completion rate
- Account setup completion
- Early cancellation rate
- Customer satisfaction score
- Engagement metrics

## INPUT
**Policy type**: {policy_type}
**Delivery channels**: {channels}
**Current retention issues**: {issues}
**Technology available**: {technology}