Send campaign per policy without multiple communications being sent for the same expiration date
A
Ann Pomarico
As a user, I would like to send emails per policy but also have Fuse recognize when multiple policies expire at or around the same time, and forgo sending multiple communications for these cases.
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J
Jim King
I think that would be a very valuable feature. We now manually review client communications to make sure we don't overwhelm clients who have multiple policies renewing within a short period of time of each other. Being able to automate or perhaps somehow consolidate communications related to multiple policies with the same or relatively close renewal dates would be very helpful.