EZTip of the Week: Managing Email Subscriptions (Daily Download Report & others)
Did you know that an admin can manage who is setup to receive emails regarding policy downloads? We offer various reports that can be automatically emailed to anyone in your agency.
These reports include:
- Daily Downloads (a list of policy downloads received in the last 24 hours)
- Weekly Business (a list of policy downloads received in the last 7 days)
- Monthly Agency Pulse (analytics report that provides important data about the “health” of the agency)
- Daily Renewal for all customers
To setup someone to receive these reports:
- An agency Admin can hover over the Settings (gear) icon, and select Email Subscription Management
- Click “Edit” to the right of the user to have access
- Select the reports and Save