We developed a comprehensive messaging framework grounded in behavioral science to guide when, what, and how the company should communicate with clients. This framework was designed to reduce friction, enhance message relevance, and prompt timely action. We identified critical behavioral touchpoints and crafted tailored messaging strategies for each stage of the client journey. By applying principles like social proof, timely nudges, and simplified decision-making, we equipped the insurance company with actionable guidelines to design impactful communications. After testing multiple variations of communication content and timing, the behaviorally informed messaging resulted in increased opening rates and click-through rates.