Email is quickly becoming clients’ preferred way to communicate. Every email you send to a client, company, or vendor is automatically stored with its attachments — essential for E&O.

• Drag and drop emails straight from Outlook.

• Batch-email Certificates of Insurance to holders with minimal effort.

• Send automatic alerts to CSRs or producers on processed download items — premium increases, cancellation notices, changes to covered risks, and more.

• Batch-email producer statements based on payables and commission check reconciliation.

• Send email blasts to all active clients for office closures, holiday greetings, and more.