Embedded Files
Our CRM includes a feature that lets you set up Automated Emails effortlessly—no need for extra thought or hassle. These emails are triggered based on the data entered into the system. Without the relevant information, the system won't be able to send the scheduled emails tied to that data.
Below is a list of the automated emails we offer, along with their details and triggers. Additionally, we can customize any email for you for a one-time fee of $100.
Special Events
Special Events
Birthday Email
Trigger
Sent Date
Recipient
Details
Client > Date Of Birth
Same Day
Primary & Secondary
Contact Status = Current Client
Holiday Email
Trigger
Sent Date
Recipient
Details
Client Preference
Same Day
Primary & Secondary
Contact Status = Current Client
Life & Risk
Life & Risk
Welcome Email
(New Policy)
Trigger
Sent Date
Recipient
Details
L&R > Start Date
1 day after
Policy Owner/s
Status = Inforce
Policy Type = Primary
Welcome Email
(Policy Alteration)
Trigger
Sent Date
Recipient
Details
L&R > Start Date
1 day after
Policy Owner/s
Status = Inforce
Policy Type = Increase
L&R Anniversary
Trigger
Sent Date
Recipient
Details
L&R > Anniversary Date
Same Day
Policy Owner/s
Status = Inforce
Policy Type = Primary
Offer of Terms Reminder
Trigger
Sent Date
Recipient
Details
L&R > Status Clock
10 days after
Adviser
L&R Status = Offer of Terms
L&R Review Meeting Offer
Trigger
Sent Date
Recipient
Details
Client > Next Review Date
Same Day
Primary & Secondary (excluding Children)
Contact Status = Current Client
Fire & General
Fire & General
F&G Renewal Email
Trigger
Sent Date
Recipient
Details
Client > Next Review Date
30 Days before
Policy Owners
Policy Status: Inforce
Policy Writer: Internal Policy or Broker Appointed
KiwiSaver & Investments
KiwiSaver & Investments
KS WealthBuilder Email
Trigger
Sent Date
Recipient
Details
KS > Submitted Date
14 Days After
Fund Owner
KS Status = Submitted or Info Required
Type = Wealth Builder
KiwiSaver Welcome Email
Trigger
Sent Date
Recipient
Details
KS > Start Date
14 Days After
Fund Owner
KS Status = Complete
Type = KiwiSaver
Origin = Excluding Existing KS
KiwiSaver Review Offer
Trigger
Sent Date
Recipient
Details
KS > Start Date
Same Day
Fund Owner
KS Status = Active
Origin = Excluding Existing KS
Investment Review Offer
Trigger
Sent Date
Recipient
Details
Client > Next Review Date
Same Day
Fund Owner / Investor
Investment Status = Active
KiwiSaver & Investment Review
This can be used if the Adviser offer both KS and Investment and preferred to send only
Trigger
Sent Date
Recipient
Details
Primary Client > Next Review Date
Same Day
Fund Owner / Investor
KS Status = Active and/or Investment with the Status = Active
Origin: Excluding Existing KS
Mortgage
Mortgage
Mortgage Refix Reminder 1
Trigger
Sent Date
Recipient
Details
Mortgages > Fixed Period End
63 days before
Borrowing Entities
Contact Status = Lead & Current Client
Mortgage Refix Reminder 2
Trigger
Sent Date
Recipient
Details
Mortgages > Fixed Period End
35 days before
Borrowing Entities
Contact Status = Lead & Current Client
Mortgage Refix Reminder 3
Trigger
Sent Date
Recipient
Details
Mortgages > Fixed Period End
14 Days before
Borrowing Entities
Contact Status = Lead & Current Client
Mortgage Feedback / Settlement Email
Trigger
Sent Date
Recipient
Details
Mortgages > Fixed Period End
14 Days after
Borrowing Entities
Contact Status = Lead & Current Client
Approval Expiry Email
Trigger
Sent Date
Recipient
Details
Mortgages > Approval Expiry Date
14 Days before
Adviser
Lead, Current Client or Ex-Client
1st Meeting Reminder Mortgage
Trigger
Sent Date
Recipient
Details
Activity Type = Mortgage - 1st Meeting
1 Day before
Primary + Secondary (Partner/Spouse) of any Lead, Current Client or Ex-Client
Activity Status = Pending
If you need any of these turned on or off, kindly reach out to your TAP Team.
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