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
Select 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.
