Prequote Marketing Emails

Prequoting email campaigns have historically been successful for us in driving adoption. We can send out estimated quotes, or “prequotes”, using only a few fields of information that partners typically have readily available, namely: business type, annual revenue, and state (and in some cases, the amount the business wants to insure). Through customer.io, we can send out mass campaigns that are customized by tenant and have a specific prequote for each prospect.

There are two ways we can execute prequote campaigns, and each has a few steps of setup before we can go live and automate this process. Either we can send the prequote emails ourselves or partners can send them directly. In either scenario, we are able to send from a custom email address and can work together with partners on email design.

1. Authentic sends emails

• Partner sends us emails via CSV

• Partner allows us to verify their domain in our customer.io

• Work together to design emails / we design with tenant final approval

• We set up automated biweekly collection of email data sheet

2. Tenant sends emails

• Tenant sets up guardrails to take in necessary data in correct form

• Create template and design / use our input and template

• Access our API endpoint for prequote pricing