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Property & Casualty Emailing

There are two places to send P&C emails to a client. The first is within the household screen under the Insurance Policies tab. The second is within the P&C Insurance Hub, where users can email at a household level or in bulk to the entire book of business in a few clicks.

Sending from the Household Screen

Navigate to the household and select Insurance Policies from the left navigation panel. From here, there are three options: Create Report, Request Declarations via Email, and Create Upload Link.

 

To request declaration pages from a client, select Request Declarations via Email. A modal will appear with the following options:

Send To

Default values are based on the household's email recipient settings (Step 4 in our Email Capabilities KB article).

  • Send Email(s) Based on Settings — uses the email address already configured for the household
  • Custom Selection — allows users to specify a different recipient

Upload Settings

  • Create a new review — starts a fresh review for the household
  • Associate to existing review — attaches any uploaded documents to a review already in progress. Select the existing review from the dropdown to confirm which report the documents should attach to

Allow Client to Leverage Canopy Connect

When enabled, the client will have the option to connect via Canopy Connect in addition to manually uploading declaration pages. The client will always have the ability to manually upload declaration pages regardless of this setting.

Click Next: Preview Email to review the email before sending. Once the details are confirmed, click Send Email to dispatch.

A note on Canopy Connect: If a client has policies with multiple insurance carriers, they can use a single link to connect to all of them at once. If an error occurs with one carrier during the document collection process, a follow-up email option will be available for a partial upload. This generates a new link tied to the existing report, and when the client opens it, they will see the specific carrier they need to reconnect to.

Requesting Dec Pages for a Review Already in Progress

If a review is already in progress and additional documents are needed, select Request Declarations via Email and choose Associate to existing review under Upload Settings. Select the review from the dropdown, and the date of the existing review will appear as an option. This ensures any documents a client uploads are attached to the correct report rather than starting a new one.

Click Next: Preview Email to review before sending.

Sending Declaration Requests in Bulk from the P&C Insurance Hub

To send declaration request emails in bulk across your entire book of business, use the P&C Insurance Hub. Send to all selected households, filter to only those without an existing report for the year, or surface households missing a specific policy type, like clients who had no umbrella coverage last year, to follow up on whether their protection has kept pace with their assets. For full details on the email workflow within the Hub, see the P&C Insurance Hub guide.