New Inquiry Response
Reply to new trip inquiries with approved next steps, intake variables, and the right advisor signature assembled in Outlook.
View exampleWorkflow walkthrough
We'll walk through trip confirmations, pre-departure reminders, document requests, payment instructions, supplier follow-ups, and post-trip follow-up so your team can see how each email becomes an approved Outlook workflow.
Not sure where to start?
Bring a few repetitive emails to the demo and we'll show how they can become reusable Toggles workflows inside Outlook.
We'll review your request and send a calendar invite with a time that works.
You can start a free trial and explore Toggles on your own. If you want help evaluating rollout fit, this workflow walkthrough is the fastest path.
Tell us what your team sends most often.
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We can map these workflows to the way your advisors already send email in Outlook, including approved copy, variables, attachments, recipients, and signatures.
Reply to new trip inquiries with approved next steps, intake variables, and the right advisor signature assembled in Outlook.
View exampleSend timely insurance guidance with consistent wording, required disclosures, recipients, and supporting links already included.
View examplePrepare balance-due emails with payment dates, amounts, instructions, and approved wording before the client send.
View example