Tenant-Led Prequote Campaigns

2. Tenant sends emails

• Partner sends us emails via CSV. We will then send back a CSV file with prequote prices. We will exclude businesses in states or countries that we do not cover.

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 runs email marketing campaign.

We can help with email marketing design / send over sample marketing assets if the partner chooses. We recommend setting the frequency of the prequote email campaign to once or twice a week. Please also make a note that:

1. All prequotes are for one location. For multi-location business owners, please specify that the prequote is "per location", or sum the prequotes for all of their businesses.

2. Please redirect all emails from prequote campaigns to us. The format for these reply-to emails is: support+[tenantName]@authenticins.com.