Email communication is quickly becoming the preferred contact method for clients.  Sending an email to a client, company, or vendor automatically stores the outbound message and any included attachments which is essential for E&O.

• Easily drag and drop emails from Outlook.
• Batch email Certificates of Insurance to holders with minimal effort.
• Generate email alerts to CSRs or Producers based on processed download items like premium increase, cancellation notices, and changes to covered risks.
• Batch email producer statements based on the reconciliation of payables and commission checks.
• Send email blasts to all active clients for things such as office closures and holiday greetings