Ability to send mail shots after cases go on cover

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Natalie Williams

03 April 2013 11:24

I have had a request that we email a PDF to clients, who have incepted cover on a policy, 30 days after the inception date.  This is not currently possible (that I know of) but sounded a really good idea.  Thinking about this logically giving us the ability to send mail shots to selected clients may be a massive task so I wondered whether this could be done by rule.  Perhaps the ability to add a rule "delay by" then select the delay period, with this rule we could then create a  document.

I am not sure whether created documents automatically get emailed to clients on direct schemes.  If they do, then just the "delay by" Condition would work, if not then we would also need a new Action "Email Document" .

There are probably a hundred better ways to do this, but this was what came to mind.

Cheers 

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  Mark Williams 03 April 2013 12:17

  I like this.

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