S.No
Policy No
Policy Type
Client Name
Mobile
Email
Renewal Date
Policy Period
Renewal Status
Action
Retail Reminder Mail Config
×
Enabled
Run Daily
Include Client Email
Include Overdue
Date Field
Renewal Date
Policy End Date
Days Before
Weekdays (used when daily is off)
TO Emails
CC Emails
BCC Emails
From Mail
Retail Reminder Email Template
×
Subject
Placeholders
Insert placeholder
Client Name
Client Short Name
Policy No
Policy Type
Insurer Name
Policy Period
Reminder Date
Days Before
Client Type
Select a placeholder to copy it, then paste into subject or email body.
Mail Content
Test Email
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