It is possible for emails to come from specific employees associated with an account.
In our system, every Customer account has an assigned Account Rep and an assigned Producer. However, individual policies belonging to a customer might be handled by different Producers or Account Reps. For example, a customer may have standard personal lines insurance like Homeowners and Auto insurance managed by their regular Producer and Account Rep, but their Health insurance might need to be managed by specialists. To ensure policy-specific communications are sent from the correct Producer or Account Rep, follow these steps:
- Configure the Campaign Sequence:
- Ensure the campaign sequence is set to use a Policy account date or is triggered by a policy-related event (e.g., Each New Policy, Renewed Policy, Policy Premium Change, Lost Policy).
- This step is crucial because Fuse needs to identify which policy the communication is related to. Without this, the campaign builder won't offer the option to select a policy-level employee.
- If the context is "Policy," it will look something like this:
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- Change the Sender:
- Within the campaign builder, click on the "FROM" line in the email you are configuring:
- You will then be able to choose to send the email from:
- Policy > Policy Account Rep: The email will send from the Policy Rep.
- Policy > Producer: The email will send from the policy Producer.
- Specific Employee: The email will send from the specific employee you select.
- Within the campaign builder, click on the "FROM" line in the email you are configuring:
Now you can finish composing your email and you can send it! If your email is part of an existing campaign, remember to relaunch your campaign for the changes to take effect!