Custom Email Templates

You can customise the email templates used when submitting LOAs. Templates support dynamic tags that auto-fill with client and policy details.

Available Template Tags

Tag	Replaced With
{Provider}	The provider name
{PlanNumber}	The plan/policy number
{ClientName}	The client's full name
{ClientDOB}	The client's date of birth
{NINumber}	The client's National Insurance number
{PolicyType}	The type of policy (Pension, ISA, etc.)
{Adviser}	The adviser's name
{TodaysDate}	Today's date
{RequestedInformation}	The list of information being requested