Policy Issuance Confirmation
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.
What this workflow standardizes
Operational outcomes
- Confirms to a client that their new insurance policy has been issued and is now active.
- New policy issued confirmation
- Insurance activation notice
- Policy effective date confirmed
Fields your team can fill in
To
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Cc
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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.
Workflow context
When to use this workflow
Use this workflow when a new insurance policy has been issued and the client needs confirmation that coverage is active.
What this replaces
This replaces manually writing policy activation emails, attaching policy documents by hand, and checking that effective date, premium, coverage type, and claims instructions are included.
Why teams standardize this email
Policy issuance emails are important records for clients. Standardizing them helps agencies send complete, consistent policy information while still allowing the agent to review the draft before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the policy issuance confirmation email in Outlook
- Prompts for client name, policy number, coverage type, effective date, premium amount, payment frequency, and phone number
- Adds a policy-specific subject line
- Can include configured policy document attachments
- Keeps the email editable for agent review
FAQ
Does Toggles issue the policy?
No. Toggles prepares the client email after the policy has been issued through your existing insurance process.
Can policy documents be included?
Yes. This workflow can include configured policy document attachments.
Can the agent change the claims instructions before sending?
Yes. The Outlook draft is editable before it is sent.
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.
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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
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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.