Email preferences
You may notice that the email preferences look a little different, but your previous settings have carried forward. If you have any questions or need assistance, reach out to your dedicated support team. If you are unsure who your dedicated support team is, please use our Contact Directory.
Improved communication with general agency case managers
When you include your general agency case manager's email during the drop ticket process, they'll now be copied on all emails related to the application, underwriting and offer stages. This email address can be easily updated within the Application Manager once the application is signed. With more accessible and transparent communication, case managers can provide quicker resolutions and support.
Expanded capability to customize offers
We've expanded your ability to easily customize offers before a policy becomes active. Now, you can modify the product, face amount, or riders on your own and resend the customized offer to your customer in mere minutes.
What this means for you
These updates ensure relevant parties are kept in the loop and provide more flexibility and control over notifications. They also help you get your customers the coverage they need faster.
