Settlement Emails

Sending settlement offers to Customers

If you wish to send emails directly to your Customers you should check if you can add information for a SMTP server. Visit our SMTP page for further info.

These emails are used when you want to sent a settlement offer to your Customers. To reach Settlement Emails follow links in the menu: Settings > Mailing > Settlement Emails.

These templates are used within a Group. So you can personalize them as you wish.

Create Settlement Template

Start by clicking on "Add template" button from the page. From there you can create your template.

• Claim type - selecting one or more claim types this template belongs to. It will indicate for which type of claims this template will be used.

• Template name - a friendly name for yourself to navigate through your templates.

• Subject - email subject that will be received by the customer.

• Body - email body that will be received by the customer.

Fill in the necessary info and save your template.

You can add variables into Subject and Body that will populate with corresponding info on a designated Claim. Learn more about them in our Variables section.

Using Settlement Templates

To send an acknowledgment email you will need to have an active claim. From there you will see the options as below:

Example of settlement amounts and option to send an offer

When you click on "Email customer with offer" you will be able to select one of your settlement templates and it will automatically populate with data from that specific claim.