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
Date Field
Renewal Date
Policy End Date
Days Before
Comma-separated offsets. Positive = days before due, negative = days after due.
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
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