Enhanced Email Functionality for Secondary Accounts
K
Kathy Ramirez
As a Fuse user, it would be nice to have the ability to send emails to secondary contacts for our customers, with the ability to select which specific secondary contact the email is sent to, such as secondary contact #1, secondary contact #2, and so on.
Currently, while it's possible to send emails to secondary accounts, all secondary contacts listed under a customer would receive the email, even if it's intended for just one. This feature would provide more targeted communication.
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A
Adam Burke
This would be especially useful for business accounts that have both commercial P&C and employee benefits/group health policies. Those lines of business often have different primary contacts (e.g., an owner/CEO or office manager for P&C, and an HR/benefits manager for group health). Being able to target specific secondary contacts by role would help us keep communications relevant and avoid confusing clients with emails that don’t apply to them.