OEP Featured Feature #1: Touch Base with Existing Clients through Emails by Carrier

By in Tips on 3 October 2018 / 0 comments / 6081 views

You can send Mass Emails to Clients with a specific Carrier to send them the updated plan information for 2019.

1) Upload the Carrier Documents in Settings> Carriers> Edit the Carrier> Go to the Documents tab and upload the file. Choose at least Email as an option of where to view that document. TUTORIAL
2) Go to Email. Choose Clients plus Carrier= whichever carrier. You can also limit it per State. Set when you want that email to go out. Choose an existing template or create a new one. Attach the carrier document. Available attachments will be listed below the body of the email. Click Schedule email when you’re done. TUTORIAL

Building the Email Template:
How it appears to your Client:
You can also use Mass Emails for Leads. However, check out this article on Email Best Practices to review how to make your emails effective and reduce the chance of being flagged as spam.

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