What is it?
The new feature "Send to Market bulk send" now allows agents to send an email marketing submission to multiple markets (up to 30 markets) in a single attempt. This is an improvement from the previous feature, which only allowed agents to send a submission to one market at a time. With "Send to Market bulk send", agents can send the same set of attachments and narratives to all the markets at once. The email submission will be sent discreetly, meaning that a market will not know which other markets received the email submission.
Benefits of the feature:
Agents can save a significant amount of time by sending email marketing submissions to multiple markets in one attempt. This approach also helps agents avoid manual errors when repeating the same task multiple times. Additionally, it significantly reduces the risk of losing a market by not blocking it on time.
How It Works:
1. Starting a Marketing Submission
There are multiple options for starting a marketing submission. In the Data Collection tab of a client account, click on the Send button for the submission you wish to send and select Send to Market.
On the Marketing tab of a client account click the blue Send to Market/Get Started button. The button location will be slightly different depending on whether at least one marketing submission has been sent already or not.
2. Choose your Markets
To begin, you can click on “ + Add Markets” and search a market of your choice to send the email submission to. If your preferred market is not listed, then click on “Other Market” in the search market drop-down menu and Indio will add the carrier to the drop-down menu for future Send to Market selections.
If you selected markets during submission creation, your pre-selected markets will be listed here.
For information on IVANS Market Appetite, click here.
Once you have selected your market, you will be prompted to enter the recipients.
Additionally, you can remove the selected recipient by clicking on the 'x' next to their name. Similarly, you can remove the market by clicking on the 'x' in the modal. Alternatively, you can uncheck the market modal to remove the selected market.
3. In Step 2, you can add attachments to your submission in the following ways:
Attach forms, schedules, and documents that are already available in Indio.
Upload a file from your computer to attach.
Please note that the same set of attachments will be sent to all selected markets.
If the total size of the email submission (including attachments) exceeds 25MB, Indio will automatically split your submission into multiple emails to ensure successful delivery, regardless of the recipient's email provider. In this case, you will see a message that reads "Due to the size of this submission, it will be delivered using more than one email message."
Each email will have a prefix added in the subject line denoting that it is part of the same submission, such as "(1 of 2)" and "(2 of 2)". The body of each email will be the same with the attachments distributed between the multiple emails.
4. In Step 3, customize your Subject & Narrative.
The subject line is automatically filled based on your brokerage name and the client name, but you can customize it as desired. Additionally, the same subject line and narrative are sent to all markets.
Checking the "Send a copy to all assigned agents" box will add all the assigned agents on the account to BCC, ensuring they receive a copy of the submission.
The "Send me a copy" box is checked by default to ensure you receive a BCC of the submission for your records. You can uncheck the box if you do not wish to receive a copy, but we recommend leaving it checked so you have a copy for your records.
5. Review your submission to confirm everything looks correct before clicking Send to Market
If you have your Email Signature set up, it will be included in your email. If you have Email Integration enabled, the submission email will be sent from your email address.
6. Click Send to Market on the final confirmation modal.
7. Success! You can easily market the submission to another carrier by clicking the blue Select More Markets button.
Each time you send a marketing submission through Send to Market, an activity will be generated in Indio.
If your agency uses the Epic 2-Way Integration, you also have the option to automatically create an activity in Epic. Read more here.
All of your marketing submissions sent will also be recorded in the Marketing Tracker. Click here to learn more about the Marketing Tracker.
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 support@useindio.com.
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