Insurance expiration notice email template

Default template

Default template: InsuranceExpiration.html
Upload feature category: Company - Insurance Expiration Notice

Bookmark formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

  • Bookmark Name: ProjectNumber
  • Bookmark in HTML Template: {ProjectNumber}

Bookmarks - From company/contact (user triggering the email)

  • FromPrefix
  • FromFirstName
  • FromMiddleName
  • FromLastName
  • FromSuffix
  • FromContact
  • FromTitle
  • FromMobilePhone
  • FromEmail
  • FromCompanyCode
  • FromCompany
  • FromAddress1
  • FromAddress2
  • FromCity
  • FromState
  • FromZipCode
  • FromCountry
  • FromPhone
  • FromPhone2
  • FromFax
  • FromWebsite
  • FromGovTaxID

Bookmarks - To company/contact (company with expired insurance)

  • ToPrefix
  • ToFirstName
  • ToMiddleName
  • ToLastName
  • ToSuffix
  • ToContact
  • ToTitle
  • ToMobilePhone
  • ToEmail
  • ToCompanyCode
  • ToCompany
  • ToAddress1
  • ToAddress2
  • ToCity
  • ToState
  • ToZipCode
  • ToCountry
  • ToPhone
  • ToPhone2
  • ToFax
  • ToWebsite
  • ToGovTaxID

Mail merge table fields - Insurance information

  • CompanyInsuranceType
  • CompanyInsuranceCompany
  • CompanyInsuranceCompanyContact
  • CompanyInsuranceCompanyPhone
  • CompanyInsuranceExpireDate
  • CompanyInsurancePolicyNumber
  • CompanyInsuranceAmount

Posted April 23, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.