What is it?
Set automated reminders for your insureds when you send a submission via 'Send to Client' or using the 'Copy Link to Submission'. Smart Reminders are sent based on the submission Due Date set and the frequency selected 'High', 'Moderate', or 'Low'.
Benefits to the Feature:
The new enhanced Smart Reminders Global settings makes it easier to set it up with an option to specify which insured contacts receive reminders (e.g. send a submission to all insured contacts but only have reminders sent to 1 insured contact) and which agents receive a copy of the reminder for records. This helps save time and effort from having to write follow-up emails to your clients requesting to complete their applications and update exposure data.
How to Use the Feature:
In the Submissions page, on the Data Collection tab click the 'Smart Reminder. On/Off' button.
You can learn more about the timing of the reminders here.
Send Submission to Client
Copy Link to Submission
Note: Smart reminders will no longer be sent to the insured if:
All forms and schedules in the submission have been signed and submitted
The submission is deleted
The "Turn Off Reminders" is selected from the Actions overflow menu on the data collection page
The "Turn Off Reminders" is selected from the submission row overflow menu on the submission overview pageIf you need to turn off Smart Reminders for any reason, it can easily be done. Learn more here.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email firstname.lastname@example.org.
Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.