Automated Email After Successful Commercial Insurance Certificate Upload

This is what your client sees after you upload a certificate to their GloveBox.

Uploading your Commercial Certificate assists your agency with compliance and helps streamline your business operations. This article walks you through the details of the automated email the client receives after having a certificate successfully uploaded by their agent. 

Automated Email 1: Upload Confirmation

 

Subject:  has uploaded a new certificate to your account

 

Hello ,

has uploaded a new certificate for your review.

Please tap below to review your certificate. Contact your agency with any questions or concerns.

 

 

For instructions on how to upload a certificate to your client's GloveBox, please click here.