How to Track Pledge Completion for Policies

 Article Content

The onboarding pledge is sent to customers via the welcome email after a policy is activated. This article explains how to check pledge status for a single policy, view all pledges at once, and access pledge reports.

Check pledge status for a policy

1. In HubSpot, navigate to CRM > Policy.
2. Click the Pledge Tracker tab at the top of the page.
3. This view shows all policies where the pledge has been completed.
4. To find a specific policy, use the search bar at the top of the view and enter the policy number.
5. Use the quick filters at the top to narrow results:
   • Premium Basis — filter by onboarding type (TESTDRIVE, CTD, etc.).
   • Policy Status — filter by Active, Cancelled, or Expired.
   • Policy Pipeline — filter by Onboarding, Rewrites, or other pipelines.
   • Policy Pipeline Stage — filter by specific stage.
6.  The Pledge Completed column shows the status:
   • True = the customer has signed the pledge.
   • No value = the pledge has not been signed yet.

View pledge reports

1. In HubSpot, navigate to Reporting > Dashboards.
2. Select the Pledge Reporting dashboard.

The dashboard contains five reports:

• Pledges Sent — Total number of policies where the welcome email (with the pledge link) was sent.

• Pledges Completed — Total number of policies where the customer has signed the pledge.

• Monthly Trend (Sent vs Completed) - TestDrive — Month-by-month bar chart showing how many pledges were sent and completed each month for TestDrive.

• Monthly Trend (Sent vs Completed) - MPC/DRIVEN — Month-by-month bar chart showing how many pledges were sent and completed each month for MPC/DRIVEN.

• Pledge Completion by Onboarding Type — Breakdown by Premium Basis showing which customer types have the highest and lowest completion rates.