Risk Management Platform Ideas

Sending multiple first certificate of insurance request emails

When setting up a new account, multiple vendors were downloaded, but when attempting to send out emails to these vendors, the letter templates had to be sent individually, because there is not a way to pull up all vendors without certs and select mailings.

  • Guest
  • Jan 7 2019
  • Needs review
Reporting Customer Cathy Incollingo, KMRD Partners, Inc.
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