Templated Emails

Templated Emails - Manual

The TAP team will send out a range of different emails to your clients & providers on your behalf, from your Support email inbox if you opt into our Admin service

All correspondence sent to your clients will have the Adviser CCd into the email, unless you request for us to stop.

Below are examples of the templated wording used. The highlighted sections are customised to meet the client's situation.

Correspondence - Trigger: Template

New Business - Client

Client - Application Submission Email
(Paper Application)

Client - Application Submission Email (Online Application)

Client - DOCGH Submission Email
(Note: Increases within 6-12 month and they don’t need to fill in a a full app)

Client - Application Submission Email with Welcome Email

Client - Review of Terms Submission Email

Client - Underwriting Email

Client - Follow up Underwriting Email

Client Tests Attach Konnect Forms

Client Tests - Follow up email

Client - Welcome Email
Note: This template is only used if there is a prior agreement that we will be requesting information from clients directly.

New Business - Provider

Provider - Application Submission Email

Provider - Accepting / Issuing

Provider - NTU / Closing

New Business - Adviser

Application Submission Email - When an application is submitted to a Provider: Click here for a template
Loaded Email - When the policy is confirmed as received and referred to underwriting by the provider: Click here for a template
Initial/Further Underwriting - When an initial or further underwriting update is sent through from the provider and the client has not been emailed directly: Click here for a template
** Underwriting Requirement - When an underwriting assessment has been received with requirements and the client has been emailed directly: Click here for a template
Final Underwriting - When the final underwriting assessment is confirmed by the provider: Click here for a template
Offer of Terms - When an Offer of Terms is received: Click here for a template
Policy Schedule - When the policy schedule is received: Click here for a template

** Note: This template is only used if there is a prior agreement that we will be requesting information from clients directly.

Policy Maintenance - Client

Review App Submission Email - When a review application is submitted to a Provider: Click here for a template
Signed Request Submission Email - When a signed request is submitted to a Provider: Click here for a template
** Partners Life 5th Anniversary Email - When the Anniversary Letter is received: Click here for an example of this template
** Asteron Kids Conversion or Increase - When the Report is received from Asteron: Click here for an example of this template
Arrears Email - When an Arrears Letter is received: Click here for an example of this template
** Policy Split - Upon the request of a client: Click here for an example of this template

** Available upon request

Policy Maintenance - Adviser

Anniversary Email - When the Anniversary Letter is received: Click here for an example of this template
Arrears Email - When an Arrears Letter is received: Click here for an example of this template
Verbal/Written Reduction/Cancellation - When notification is received of either a Verbal or Written Alteration: Click here for an example of this template
Reduction/Cancellation Confirmation - When notification is received that the Alteration has been completed: Click here for an example of this template

Claims

Claims Email - When a Claim Form is requested:

Kiwisaver - Client

NTU - When additional information has been outstanding for 3 months: Click here for a template

Kiwisaver - Provider

Application Submission - When an application is submitted to a Provider: Click here for a template

Kiwisaver - Adviser

Application Submission - When an application is submitted to a Provider: Click here for a template
Loaded - When the Provider has confirmed receipt: Click here for a template
Incomplete - When a Provider has asked for additional information: Click here for a template
NTU - When additional information has been outstanding for 3 months: Click here for a template
Complete - When an application has been confirmed as finalised: Click here for a template
Transfer Out - When report is received from the Provider: Click here for a template

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Templated Emails