Insureful provides two types of email templates that allow you to communicate with customers and internal teams throughout the claim lifecycle. These templates help ensure consistent, timely, and professional communication for actions such as claim requests, claim updates, cancellations, and reorders.
Types of Email Templates Available
In-App Email Templates
These are built-in email templates provided directly by Insureful. They are enabled by default and can be used immediately without any third-party integrations.
Klaviyo Integrated Email Templates
These templates are managed through Klaviyo and are available once Klaviyo is connected with Insureful. They are ideal for merchants who require advanced email customization, branding, and automation workflows.
Step 1: Enable In-App Email Templates
To use Insureful’s default email notifications, ensure that the In-App Email Templates option is enabled within the app settings. Once enabled, Insureful will automatically send emails based on different claim-related events.
Step 2: Set Up and Customize Templates
All in-app email templates are preconfigured by default, allowing you to start using them immediately. However, Insureful also gives you full flexibility to customize these templates to match your brand voice and communication style.
For each template, you can:
Customize the email subject line
Edit the email content/body
Adjust the messaging based on your internal or customer-facing requirements
Example: Claim Request Email (Admin)
The Claim Request for Admin template is used to notify store administrators when a new claim is submitted. You can modify the subject line and email content to reflect your internal workflow, escalation process, or branding preferences.
This template serves as a reference example. All other in-app email templates follow a similar structure and customization process, making it easy to manage and maintain consistent communication across all claim-related emails.
