Use Case 2 - Offering customers a discount on their insurance renewal

In this use case, we'll create a boolean Eligibility Rule that calculates whether or not a customers insurance policy is due for renewal within the next 30 days.

We'll then use this Eligibility Rule within an if ... then ... otherwise Eligibility Rule to offer customers who renew their policy more than 30 days before their renewal date a 10% discount. Customers who renew less than 30 days before their renewal date are only offered a 5% discount.

Building the 'Insurance renews in 30 days' Eligibility Rule

You can build this Eligibility Rule using the following functions and operators:

  • time between ... and ... in ...
  • now...
  • renewal date (available from your CRM)
  • is less than or equal to

Example

time between now and renewal date in "days" > 30

Exp - Use case 2 Exp 1 Where:

  • now equals Oct15th
  • renewal date equals Dec 20th

Returns TRUE.

Building the 'If...then...otherwise' Eligibility Rule

You can build this Eligibility Rule using the following functions and Eligibility Rules:

  • if ... then ... otherwise
  • Insurance renews in 30 days

Example

if Insurance renews in 30 days or more then "10% discount" otherwise "5% discount"

Exp - Use case 2 Exp 2