Set communication automation rules

Choose off, draft for review, or automatic modes for eligible coordination.

Email & automation · Company admin

How it works

Review provider setup, channels, consent, timezone and delivery windows.
Choose Prepare for my review, Handle approved routine tasks, or Pause and let my team take over. Review individual rules, then save. A preset does not turn on channels or change delivery hours; routine sending requires explicit authorization.
Use real next steps and due dates. Follow-ups stop on replies, opt-outs, completed work or broker takeover where applicable.
Review carrier follow-up drafts and approve exact recipients/content through the licensed workflow.
Use Pause all delivery for an immediate pause. Preset selections remain unsaved until Save automation settings. Resuming does not automatically approve a paused backlog; review it again.

Automatic coordination is separate from insurance decisions. Carrier submissions always require their authorized review.

An accepted provider request is not proof of email delivery, carrier acceptance or bound coverage.