How to send a termination letter?

Define Termination Template for each product

For each product, we have defined Termination Letter Template and Email as requested by your organization.

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Moreover, in each product, there is a question for Termination Text. If you have any information you would like to add, please enter there. The text will be displayed in Termination Letter.

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List of previous insurer

Make sure you have added the list of previous insurer companies in Settings (Cogwheel) > Product Settings > Insurance companies.

Send termination Letter

When creating quotes, in page Quote Review, you can see section “Previous Insurer”.

• If the current policy is the new insurance, do not change anything.

• If the customer has previous insurer, choose the company name from the dropdown

Once you chooses the company name, the corresponding email will be populated.

• When the policy is purchased, termination email (with termination letter attached) will be sent to this email.

• For “New insurance”, there is no email/letter.

Termination Email status

You can check the email status in Policy details.

• If email sends successfully, you will see as below:

• If email is failed to send, you will see below:

Notes: you can click on button “Retry” in the orange panel to send again.

• If email is generating/loading, you will see below:

• If termination email is not applicable (in case of New insurance or termination template is not defined), you will see below: