Email Templates
What is Klaviyo?
Klaviyo is a marketing automation platform that allows businesses to send personalized emails and SMS based on customer behavior and real-time events.
By integrating Klaviyo with Insureful, merchants can create automated flows triggered by insurance-related events—ensuring timely, relevant, and confidence-building communication with customers.
How the Klaviyo Integration Works with Insureful
The Insureful × Klaviyo integration follows a simple event-based workflow:
An insurance-related event occurs in Insureful (e.g., insurance added, claim initiated, claim resolved).
Insureful sends the event data securely to the connected Klaviyo account via API.
Klaviyo records the event as a metric.
That metric triggers a Klaviyo Flow (email or internal notification).
The flow runs automatically, delivering the right message at the right time.
This removes the need for manual emails and improves the post-purchase customer experience.
Example Use Cases
A merchant using Insureful can automate multiple communication scenarios using Klaviyo.
Example 1: Insurance Added to Order
When a customer adds shipping protection at checkout, Klaviyo can automatically:
✅ Send a confirmation email explaining coverage
✅ Reinforce trust and reduce post-purchase anxiety
✅ Educate customers on how to file a claim if needed
Example 2: Claim Initiated
When a customer submits a claim, Klaviyo can:
✅ Send a claim received acknowledgment
✅ Share next steps and expected resolution time
✅ Reduce support tickets and follow-up emails
Example 3: Claim Resolved
Once a claim is fulfilled (refund, reorder, or store credit):
✅ Notify the customer about the resolution.
✅ Improve transparency and satisfaction
✅ Strengthen brand trust after an issue
How to Integrate Klaviyo with Insureful
Follow the steps below to connect Klaviyo with Insureful.
Step 1 – Generate API Keys in Klaviyo
Log in to your Klaviyo Dashboard
Click your profile icon (bottom-left)
Go to Settings → API Keys
Under Private API Keys, click Create Private API Key
Enter a name, e.g.,
InsurefulSelect Full Access
Click Create and copy the Private API Key
Copy the Public API Key from the same page
You will need both keys in the next step.
Step 2 – Connect Klaviyo in Insureful
Open your Insureful Dashboard
Navigate to Settings → Integrations
Find Klaviyo under Marketing Integrations
Click Activate
Paste: Private API Key
Click Connect
Once connected, Insureful will begin sending insurance-related event data to Klaviyo automatically.
Step 3 – Available Insureful Events in Klaviyo
After successful integration, Insureful events will appear in Klaviyo as metrics.
Common events include:
Insureful Claim Request for Admin
Insureful Claim Request for Customer
Insureful Claim Refund Order,'
Insureful claim Re-order Email For Customer
Insureful Claim Cancel Order
(Exact event names may vary slightly depending on configuration.)
Step 4 – Create Flows in Klaviyo
Go to Flows → Create Flow
Select Build Your Own
Name your flow Example: “Claim Requested Email For Customer”
Choose Your Metrics
Select the relevant Insureful metric
Confirm the trigger
Step 5 – Design Your Email
Add an email action to your flow and customize:
Subject: Your Order is Protected with Insureful
Content ideas:
What the insurance covers
How to file a claim
Reassurance and trust messaging
Save and enable the flow.
Your emails will now send automatically whenever the selected Insureful event occurs.
Benefits of Insureful × Klaviyo Integration
Automated insurance communication
Reduced support workload
Higher customer confidence post-purchase
Professional claim handling experience
Improved retention and brand trust
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