Here we will show what the customer receives by email during the Manual Product process.

 

 

If Email is chosen in the Purchase / Check out and Pay screen:

 

• The Customer should select Accept Terms to accept the terms for the Consent Agreement and Premium Finance Agreement, where applicable
• Set up their pocket account.

 

This email will not be sent if you select View option (permission based) on this screen.  Instead it is expected that you have either verbal agreement or a signed application or consent on file. The customer will have the option to set up a pocket account when they receive their Purchased Policy email.

 

NOTE - for those using Valet a signed copy of the Premium Finance agreement is REQUIRED. So if View is selected the brokers acceptance will mean that they have a physical copy, signed by the customer, on file.

 

 

This email might also be sent if View option was chosen by the broker and the policy is billed/purchased/issued OR binder billed.

 

 

• They receive a copy of their signed documents (Consent and Premium Finance Agreement), attached to the email.
• Can use the link to login to their pocket account, shown above.
• If issued on a Binder - a note is included to show 'Your policy is in the process of being issued and will follow shortly'.

 

 

 

• The insurer documents that you attached will be sent with the above email.  There could be many versions in this section, so be sure to select on the one that you would like to email to the customer, then send.

 

 

 

• The confirmed payment is mentioned.
• Continue to login to their pocket account and use Update Payments.

 

 

 

 

 

• This email is triggered when the broker selects Submit to end the Change Policy process.
• Unlike when a new policy is arranged, this email is automated and no action is required from the broker.
• Note that the description, under What's Changed? is what the user has entered into the Short Policy Description field in the Change Policy screen.

 

 

 

• This email is triggered when a claim is submitted
• It notifies the customer that an Adjustor will be contacting them
• It recommends collection of helpful information
• Please see our article on Manual Product Claim Process by clicking the link

 

 

 

• This email will trigger when a cancellation has been processed.
• It will state the reason why it is cancelled
• It will also include any refund due or outstanding balance owing.
• See our Manual Product Cancellation article by clicking the link.