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Email Insurer (and/or Jump to Insurer’s Website)

To send an email to an insurer, or jump to an insurer’s website, starting from the Policies screen, as shown below…

Email all policies.png

Use the buttons on the “Email and Website” pop-up to…

Email to Insurer.png

In order to use this facility you must also have email and website addresses entered for each insurer, as shown below…

Email setup insurer.png