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 1: Insureful Claim Request for Customer
When a customer submits a claim, Klaviyo can:
✅ Send an instant claim acknowledgment email
✅ Explain the next steps and expected review timeline
✅ Reduce customer anxiety and follow-up support requests
Example 2: Insureful Claim Request for Admin
When a new claim is created, Klaviyo can:
✅ Notify the store admin immediately
✅ Ensure faster internal review and action
✅ Prevent missed or delayed claim handling
Example 3: Insureful Claim Reorder
When a replacement order is issued for a claim, Klaviyo can:
✅ Inform the customer that a reorder has been placed
✅ Share reassurance about delivery and fulfillment
✅ Improve post-issue experience and brand confidence
Example 4: Insureful Claim Refund Order
When a claim is resolved with a refund, Klaviyo can:
✅ Notify the customer about the refund status
✅ Set clear expectations around refund processing time
✅ Maintain transparency and customer trust
Example 5: Insureful Claim Cancel Order
When a claim is canceled, Klaviyo can:
✅ Inform the customer about the cancellation decision
✅ Provide clarity on the reason or next possible actions
✅ Reduce confusion and unnecessary support tickets
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., Insureful
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
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
Name your flow
Example: “Claim Requested Email For Customer”
Select the relevant Insureful metric
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
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
Higher customer confidence post-purchase
Professional claim handling experience
Improved retention and brand trust
