SureBridge: Updates on Producer/Agency Emails & DocuSign

SureBridge has some changes that were recently made to their Producer and Agency Welcome emails and DocuSign Account Activation Reminder emails.

Welcome Emails

  • Users will now receive 2 emails:
    • The first email will be the same Welcome email they receive today, with the exception of “Your password will be delivered in a separate email” replaced the Password line.
    • The second email will contain their temporary password.
  • Welcome email will CC the immediate reporting authority and BC the top level agency and Producer Onboarding.
  • Password email will only be sent to the activated user.
  • Welcome email will be sent from NoReply@SurebridgeInsurance.com.

DocuSign Account Activation Reminder Emails

  • Email will no longer CC the immediate reporting authority and BC the top level agency. It will only be sent to the activated user.
  • Reminder email will be sent weekly to any account with the status ‘Activation Sent’.
  • Email will be sent from SureBridge@surebridgeinsurance.com.

 

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