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KB ID # 1260
Last Update : 2017/12/06
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Question / Issue
How do I create an auto-responder for submissions recieved on my website?

Answer / Solution

An auto-responder will automatically send respond to a customers request upon your website. This allows you the ability to give "instant feedback" to the customer. In your auto-responder you should include a brief thank you, your agency proposition and a brief statement that any submissions are not binding until the consumer has heard directly from your agency or the carrier.

To setup a auto-responder follow these steps.

  1. Login to the Insurance Website Builder Administration Console
  2. Click the Modify Site Content link
  3. Under Special Sections select Auto-Responder from the Content drop down.
  4. Update the content as required using the built in word processor system.
  5. To conform with legal requirements, be sure to include a "non-binding" statement such as the following;
    Changes and payments to policies are not effective or binding until you, or any party involved, receive official notice from either your insurance agent, or your insurance company.
  6. Once completed, click the Save button.

The auto-responder will automatically be sent when a customer submits a form such as a quote form, customer service form, payment request, or the general contact form.



Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=1260
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