Confirm to a client that their new insurance policy has been issued and is active.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Your Policy policy_number Is Now Active
Hi client_first_name,
Great news — your coverage_type policy has been issued and is now active. Here's a summary of your coverage for your records.
POLICY DETAILS
• Policy Number: policy_number
• Coverage Type: coverage_type
• Effective Date: effective_date
• Annual Premium: $premium_amount (billed payment_frequency)
YOUR POLICY DOCUMENTS
Your full policy documents are attached to this email. I recommend saving these in a secure location — either printed or digitally — as you may need them in the event of a claim. The documents include your declarations page, coverage details, exclusions, and important contact numbers for claims.
WHAT TO DO IF YOU NEED TO FILE A CLAIM
• Contact our claims department at the number listed in your policy documents as soon as possible after a covered loss
• Document any damage with photos before making temporary repairs
• Keep all receipts related to repairs or temporary living expenses if applicable
KEEPING YOUR COVERAGE CURRENT
Life changes — and your coverage should keep pace. If you acquire new property, make significant home improvements, or experience any major life changes, please reach out so we can review whether a policy update makes sense.
It's a pleasure to have you as a client. I'm here for any questions at me::phone.
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Launch it from the compose window where your team already works.
Review the remaining fields, then send with the right message already in place.
See how Toggles helps client services teams standardize repeatable client emails in Outlook.
See how Toggles helps human resources teams standardize repeatable client emails in Outlook.
See how Toggles helps sales teams standardize repeatable client emails in Outlook.

Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.

A step-by-step guide for getting started with Toggles for Outlook.

A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.