Send payment email with signed PDF and link
Send payment email with signed PDF and link
Signed policy PDFs arriving unlinked stop billing staff issuing payment requests and reconciling premiums. This attaches the PDF and sends a secure payment email so customers can pay same day.
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Overview
Signed policies often sit unattached, creating reconciliation gaps and slowing collections. This flow links the signed PDF to the client file and sends a secure payment link by email, letting billing close premiums the same day.