How It Works
Its a simple solution for a simple process.
- Runs once a day: The process runs once a day, checking for all the clients in Insight where today is a milestone for an overdue balance - such as being 14 days overdue.
- Generates the reminder email using your templates: You get to create the templates, determine the signature etc... and because milestone can have its own template, you can tailor the message for the age of the debt. The process automatically generates the policy schedule, providing all the necessary payment information for the client to action
- Sends from your email: We send all emails from a Microsoft 365 email address you provide, so your clients will recognise the domain and know its legitimate.
- Configurable Rules: There are several configurable rules such as whether the process should run on weekends, public holidays, should a person always send the reminders for large clients etc... but we'll run through all of these with you during setup!
- Human in the loop: If a rule is tripped, we still generate the client email but we send it to your team for review so that they can determine if sending is appropriate. Still saving time while ensuring a person has final say on those tricky ones
- Auditability: Any email sent to the client is uploaded to their Insight client record for auditability, providing full transparancy for you and your team
- Reporting: We send a summary email at the end of the run with what was processed. This provides you Insight into how many reminders are being actioned, how many are requiring review and how much was overdue for the day.
