What is Klaviyo

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.

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How the Klaviyo Integration Works with Insureful

The Insureful × Klaviyo integration follows a simple event-based workflow:

1. An insurance-related event occurs in Insureful (e.g., insurance added, claim initiated, claim resolved).

2. Insureful sends the event data securely to the connected Klaviyo account via API.

3. Klaviyo records the event as a metric.

4. That metric triggers a Klaviyo Flow (email or internal notification).

   1. 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.

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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

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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

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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

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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

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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

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How to Integrate Klaviyo with Insureful

Follow the steps below to connect Klaviyo with Insureful.

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Step 1 – Generate API Keys in Klaviyo

1. Log in to your Klaviyo Dashboard

2. Click your profile icon (bottom-left)

3. Go to Settings → API Keys

4. Under Private API Keys, click Create Private API Key

5. Enter a name, e.g., Insureful

6. Select Full Access

7. Click Create and copy the Private API Key

8. Copy the Public API Key from the same page

You will need both keys in the next step.

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Step 2 – Connect Klaviyo in Insureful

1. Open your Insureful Dashboard

2. Navigate to Settings → Integrations

3. Find Klaviyo under Marketing Integrations

4. Click Activate

5. Paste: Private API Key

6. Click Connect

Once connected, Insureful will begin sending insurance-related event data to Klaviyo automatically.

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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.)

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Step 4 – Create Flows in Klaviyo

1. Go to Flows → Create Flow

2. Select Build Your Own

3. Name your flow Example: “Claim Requested Email For Customer”

4. Choose Your Metrics

5. Select the relevant Insureful metric

6. Confirm the trigger

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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.

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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