Live Reactivation Engine — 847 Conversions Active

Dead Leads
Flatline to Pipeline.

Compliance-safe re-engagement sequences for financial services firms. Dormant brokerage accounts, lapsed policyholders, ghosted mortgage leads — reactivated at scale.

app.reactivate.io/campaigns/q1-reactivation-2026

LIVE

Reactivation Funnel

Dormant 180+ days12,847

Sequence Delivered11,203

Email Opened4,891

Re-Engaged2,411

Converted847

Revenue Recovered

$4.2M

This campaign cycle

Open Rate

↑ 2.4% vs prev

Reply Rate

↑ 0.9% vs prev

Converted

of 2,411 engaged

Open Rate Trend — 18 Weeks

W1W9W18 ↑

Touch 1: Re-intro

12,847

Touch 3: Value proof

9,203

Touch 5: Urgency

6,104

Touch 7: Last chance

2,411

Live Feed

Launch Free Reactivation Audit Download Compliance Playbook

FINRA-Reviewed Templates

SOC 2 Type II

CAN-SPAM Compliant

Brokerage ReactivationInsurance Lapse RecoveryMortgage Lead RevivalWealth Management RetentionFINRA-Safe CopySOC 2 Certified847 Conversions / Campaign$4.2M Revenue RecoveredBrokerage ReactivationInsurance Lapse RecoveryMortgage Lead RevivalWealth Management RetentionFINRA-Safe CopySOC 2 Certified847 Conversions / Campaign$4.2M Revenue Recovered

01 — Sequences

7-Touch

Re-Engagement Architecture

Each sequence is calibrated to financial services dormancy patterns — 30, 90, and 180-day lapse windows with distinct copy frameworks per segment.

Brokerage · Insurance · Mortgage · Wealth Management

Avg Open Rate

38.1%

↑ vs 21% industry

Reply Rate

18.7%

↑ vs 6% industry

Conversion

6.6%

of dormant base

Time to First Reply

4.2 days

median

Sequence Preview — Brokerage Reactivation

RUNNING

Re-IntroductionWarm Re-entryDay 0

"We noticed you've been away — your portfolio deserves a second look."

41%

open

Value ProofSocial ProofDay 3

"Clients who returned in Q3 saw avg 12.4% portfolio growth."

38%

open

Personalized OfferIncentiveDay 7

"Your dormant account qualifies for fee-free reactivation through Feb 28."

35%

open

Risk ReframeLoss AversionDay 12

"The cost of staying dormant: what $50K idle for 180 days actually loses."

29%

open

Compliance DisclosureRegulatory HookDay 18

"Account status update — action required before March 15."

44%

open

Advisor BridgeHuman TouchDay 24

"[Advisor Name] wants 15 minutes to walk you through your options."

31%

open

Last ChanceUrgencyDay 32

"Final notice: your reactivation window closes Friday."

52%

open

02 — Compliance

0 flags.

Compliance team pre-approved.

Every template ships with regulatory annotations. FINRA, SEC, CAN-SPAM, TCPA, and GLBA review built into the approval workflow — not bolted on after.

Compliance Playbook

47-page guide: FINRA 2210 annotations, approval workflow templates, suppression best practices.

Work email required · No credit card

Audit Records Generated

2.4M+

emails archived this quarter

Regulatory Framework Scan

0/5 rules verified

FINRA 2210Communications with the PublicCOMPLIANT

All templates reviewed against principal approval requirements. Factual claims include required disclosures and risk language.

SEC Rule 17a-4Email Retention & Audit TrailAUTOMATED

Every sent email is archived in immutable storage with timestamp, recipient, and version hash for 3-year retrieval.

CAN-SPAMUnsubscribe & SuppressionENFORCED

One-click unsubscribe synced back to your CRM within 10 seconds. Suppression lists updated before every send batch.

TCPAConsent ManagementVERIFIED

Consent timestamps stored per contact. Sequences pause automatically for contacts with expired or ambiguous consent records.

GLBACustomer Financial PrivacyENFORCED

No personally identifiable financial data included in email bodies. All personalization tokens use internal IDs only.

Last reviewed: Feb 2026 · Legal team sign-off on file

ALL CLEAR

03 — Integrations

8 native

Platform connectors. Live in 17 minutes.

Connect your existing email platform. Reactivate reads dormancy data, writes back conversion events, and never touches your raw financial records.

Setup Timeline

Connect Platform2 min

OAuth or API key. Read-only access to contact records.

Define Dormancy Rules5 min

Set lapse windows: 30 / 90 / 180 days per segment.

Select Sequence Template10 min

Brokerage, Insurance, Mortgage, or Wealth. Customize copy.

Compliance Review1 business day

Automated scan + optional legal team approval workflow.

LaunchImmediate

First touch sends. Live dashboard activates.

HubSpot

NATIVE CONNECTOR

Native CRM sync, contact scoring, deal stage triggers

// Dormancy trigger
reactivate.trigger({
platform: "hubspot",
dormantDays: 180,
segment: "brokerage"
})

Full REST API + webhook support. OpenAPI 3.0 spec available. 99.97% uptime SLA.

04 — Metrics

Avg Revenue Recovered

$0.0M

per campaign cycle

Conversion Rate

0.0%

of dormant base

Median Time to Reply

0.0 days

from sequence launch

ROI on Sequence Cost

avg across segments

$4.97

Recovered per dormant contact.

Across 47 financial services campaigns in 2025. The math is simple: your dormant list has a recoverable value. We surface it in 24 hours.

Revenue Potential Calculator

Dormant contacts in your list

12,847

Estimated recoverable revenue$63K

Based on $4.97 avg recovery per dormant contact across 47 campaigns. Actual results vary by segment and list quality.

Campaign Results — Anonymized

Regional Brokerage · Southeast US

Dormant 180+ days

$3.1M AUM recovered

38 days campaign

Total Dormant

8,412

Re-Engaged

1,642

Converted

589

7.0% conversion rate

7-touch sequence · FINRA reviewed

05 — Pricing

31x ROI.

The average return on sequence cost across 47 campaigns. See yours before you pay anything.

Audit

FreeNo credit card

See your dormant list's recovery value

Dormant contact analysis (up to 5,000)
Revenue recovery estimate
Compliance gap scan
Sample sequence preview
1 platform connection

Dead LeadsFlatline to Pipeline.

Dead Leads
Flatline to Pipeline.