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Agents can Customize Disclaimers
Agents can Customize Disclaimers

Agents using Indio can now customize disclaimer messages

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Written by Sadiqur Sakib
Updated over a month ago

Global Organizations usually have multiple disclaimers based on branch, location or based on the situation, and having one agency-level disclaimer does not fit all. Agents need the flexibility to customize their own disclaimers to include in their email signature. With this new enhancement Agents can customize disclaimers in their user profile settings or even when sending submissions to clients.

Agents/brokers can add a disclaimer when the agency-wide disclaimer is not defined or edit the existing agency disclaimer to include it in their email signature. Agents can customize disclaimers from two places 1. In their My profile & settings > Email Signature or 2. In the Send Submission to Client window when sending a submission to client with an option to save the edits to their user profile.

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To learn more, check out this article: Email Signatures for Agents

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