Regulatory Compliance Disclosure
Send a required regulatory or compliance disclosure to an insurance client.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Delivers a required regulatory or compliance disclosure to a client or prospect.
- Regulatory disclosure delivery
- Compliance notice sent
- Required legal disclosure
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Important Disclosure — Please Review, client_first_name
Hi client_first_name,
We are reaching out to provide you with an important regulatory disclosure. Please take a few minutes to review the attached document, as it contains information required by state and federal regulations.
DISCLOSURE INFORMATION
• Disclosure Type: disclosure_type
• Effective Date: effective_date
The attached document provides the full text of the required disclosure. We encourage you to read it carefully. In many cases, these disclosures do not require any action on your part — but it is important that you are informed of the changes or information described.
WHY YOU ARE RECEIVING THIS
As a policyholder, you are entitled to receive certain notices and disclosures under applicable state and federal laws. We are committed to fulfilling these obligations and to keeping you fully informed about anything that may affect your policy or your rights as a client.
WHAT TO DO
• Review the attached disclosure document at your convenience
• Retain a copy for your records alongside your policy documents
• Contact us if you have any questions about the content or its implications for your specific policy
We understand that regulatory documents can sometimes feel dense. If anything in the disclosure is unclear or you'd like a plain-language explanation, please reach out to us at me::phone or me::email — we're happy to help.
Thank you for your continued trust in us.
Workflow context
When to use this workflow
Use this workflow when an insurance client needs to receive a required regulatory or compliance disclosure.
What this replaces
This replaces manually drafting disclosure notices, attaching regulatory documents, and retyping effective dates and contact details for each client.
Why teams standardize this email
Disclosure emails need consistent language and complete document delivery. A workflow helps teams send required notices with approved wording while still allowing review before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the regulatory compliance disclosure email in Outlook
- Prompts for client name, disclosure type, effective date, phone, and email
- Adds a client-specific disclosure subject line
- Can include the configured regulatory disclosure attachment
- Keeps the email editable for final review
FAQ
Does Toggles determine which disclosures are required?
No. Your compliance process determines what needs to be sent. Toggles prepares the approved email draft.
Can disclosure documents be attached?
Yes. This workflow can include configured disclosure document attachments.
Does this replace compliance review?
No. It standardizes the client email, but compliance review and approval remain with your team.
Part of a starter pack
Explore the Legal Starter Pack
Help legal and compliance teams prepare consistent Outlook emails for signatures, NDAs, disclosures, document requests, notices, and contract communications.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
Legal
See how Toggles helps legal teams standardize repeatable client emails in Outlook.
Operations
See how Toggles helps operations teams standardize repeatable client emails in Outlook.
Customer Success
See how Toggles helps customer success teams standardize repeatable client emails in Outlook.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.