This article provides a list of templates that are used to generate email messages sent to agency and market users involved in the appointment procedure.
1. An appointment request from an agency or MGA has been sent to a market
This email message is generated each time an agency or MGA user requests an appointment with the market on the Appointment tab. It is sent to the special Appointment notification email address.
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Email Subject: Appulate: Appointment Requested To whom it may concern,
[AgencyOrMGAName] has requested an appointment with your company. Please review this request* on the Appulate site to accept or reject it. *A link to the "Appointment" tab of this agency or MGA.
Sincerely, Appulate Team Appulate® | Where Agents, MGAs & Carriers Do Business Digitally ™ support@appulate.com https://www.appulate.com |
2. The market officer has been asked to sign an Appointment agreement with an agency or MGA
This email message is generated when a market user (the sender) has checked the documents provided by the agency or MGA and confirms that this agency or MGA can be appointed with this market. It is sent to the authorized signatory's email address.
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Email Subject: Appulate: Please Sign the Appointment Agreement
Dear Sir or Madam, or Dear [FirstName]*, *The latter is used if the market officer is registered with Appulate and we know their name.
[AgencyOrMGAName] requested an appointment with you company. [SenderFirstName] [SenderLastName] ([SenderEmailAddress]) has checked all the provided documents and confirmed that this request can be accepted.
The rights to make the final decision on such issues are vested in you. To accept the request, please sign the Appointment agreement** on behalf of your company. **A link to the Adobe e-signature page.
Sincerely, Appulate Team Appulate® | Where Agents, MGAs & Carriers Do Business Digitally ™ support@appulate.com https://www.appulate.com |
3. The Appointment agreement has been signed by the officer of a market
This email is sent to the special Appointment notification email address.
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Email subject: Appulate: Appointment Agreement Signed
To whom it may concern, The officer has signed the agreement concerning the appointment requested by [AgencyOrMGAName]. Please accept this request* on the Appulate site. *A link to the Appointment tab of this agency or MGA.
Sincerely, Appulate Team Appulate® | Where Agents, MGAs & Carriers Do Business Digitally ™ support@appulate.com https://www.appulate.com |
4. An appointment request has been accepted by a market
This email is sent to the agency/MGA user who requested an appointment.
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Email subject: Appulate: Appointment Request Accepted
If you have any questions, please contact your market directly at [Appointment notification email address].
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5. An appointment request has been rejected by a market
This email is sent to the agency/MGA user who requested an appointment.
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Email subject: Appulate: Appointment Request Rejected
Dear [FirstName], Your appointment request has been rejected by [MarketName]. If you have any questions, please contact your market directly at [Appointment notification email address].
Sincerely, Appulate Team Appulate® | Where Agents, MGAs & Carriers Do Business Digitally ™ support@appulate.com https://www.appulate.com |
6. An agent signs the agreement after the agency has been appointed by the market
This email is sent if the agent signs an agreement after the agency was appointed by the market.
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Email subject: Sign the appointment agreement with {AgencyName}
Dear [FirstName]*, Your company already has an appointment with [AgencyName] in Appulate. [InitializerFirstName] [InitializerLastName] ([InitializerEmai]) has signed the Appointment Agreement. Please sign the Appointment Agreement** on behalf of your company.
Sincerely, Appulate Team Appulate® | Where Agents, MGAs & Carriers Do Business Digitally ™ support@appulate.com https://www.appulate.com *"Sir or Madam" if the recipient isn't an Appulate user.
**a link to sign the agreement.
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