Manual Product - Customer emails - What do they see?
Here we will show what the customer receives by email during the Manual Product process. When the policy is first set up (with a policy number OR binder): 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 Agreem…
Email address FAQs
My customer is saying that they have not received the email with the Application for Insurance, what can I do? First, confirm if their email is correct, by checking the customer profile in bond. If it isn’t correct, you can correct it using the edit pencil, shown here: Then use the Resend Application for I…
