This workflow sends a series of messages to a contact, asking if they've received their mortgage protection policy and if coverage is in place.
If the contact replies, it tags them as replied. If they don't reply, it moves on to the next steps, and sending follow-up messages over a few days to check if they have coverage or want to discuss further.
The goal is to follow up with leads and see if they need assistance with mortgage or insurance coverage.
Tags:
mortgage protection
mp lead reactivation
Note:
If you would like the bot to stop from responding, simply add ai_off tag.