You can send insurance reminder emails to tenants directly from the Calendar Dashboard, from a tenancy record, or in bulk from the Insurance Hub. This guide covers how to set up reminder email templates and use all three sending methods.
Creating Insurance Reminder Email Templates
Navigate to Settings > Communications > Templates.
Edit the existing Insurance Master Template, or click Create Correspondence Template to design a new one.
If creating a new template, select Tenant's Insurance Reminder as the template type to access the relevant merge fields.
Give the template a clear internal title.
Add the ####{{ InsuranceSummary }} merge field to include a table summary of selected insurance policies in the email.
Sending a Reminder from the Calendar Dashboard
Navigate to the tenant's insurance reminder on the Calendar Dashboard.
Click Send email reminder to open the email editor.
The primary contact's email address is automatically populated — adjust if needed.
Choose a template from the Template dropdown.
Make any personal edits to the message. These changes will not affect the master template.
Send. The email will be logged in the Correspondence list for the relevant contact.
Sending a Reminder from the Tenancy Record
Open the relevant tenancy record and click the Insurance tab.
Click the Contextual Menu [...] next to the insurance policy and select Email Reminder.
Edit and send as per the Dashboard method above.
Sending Bulk Reminders from the Insurance Hub
Go to the Dashboard and click on the Insurance Hub tile.
Select the Tenant's Insurance tab.
Check the boxes next to the relevant insurance policies.
Click Bulk Actions and choose Send Email Reminder.
Review the list of tenants, make any changes, then click Continue.
Choose a template, personalise as needed, and click Email Insurance Reminders.
In North America, "Tenancies" are referred to as "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.