Authentic-Led Prequote Campaigns

1. Authentic sends emails

• Partner sends us emails via CSV

The first step is for partners to send us a CSV file of all their current customers. The fields we need (and our formatting preferences) are:

• Necessary: email, state, type of business, revenue

  • Email - please do not send emails associated with current insurance policyholders. We filter these out but if you send us a secondary email of a current policyholder it could get missed.

  • State - please send us state in 2 letter format (e.g. AR, CA, NC, etc) if possible, and please filter out any international locations as we only serve businesses in the US for now.

  • Type of business - please include the type of business using our class codes. If it is difficult to map everything to our class codes, please send along your internal designation.

  • Revenue - please send along annual (or estimated annual) figures if possible. Alternatively, you could send revenue by business in bands (0-10K, 10K-20K, 20K-30K, etc).

• Optional: name of business, first name of owner, last name of owner, zip code, phone number

  • None of these are necessary, but will allow for more customization and/or help our overall GTM motion.

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

If preferred, we can send emails from a tenant's domain name. The alternative is to send emails from our domain name with the tenant name in the beginning of the email, e.g. "Tenant Insurance <[e-mail]>". We strongly recommend tenants allow us to send emails with their domain. To allow us to verify their domains, please reach out to us directly. We will send over a list of 5 records that tenants will need to add to their DNS within their domain manager.

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

We have standard templates here [insert link] for our prequote emails. If tenants want to make changes to the email design or choose a different one, we can work on creating a different design. If you're a tenant and you have comments/tweaks to our current template, please reach out through Slack channels.

• We set up automated biweekly collection of email data sheet

This feature is under development.