Email

Overview

LAMS sends emails automatically for key workflow events — quotes, referrals, declines, renewals, payment reminders, and more. You can also compose and send emails manually from any policy or application. All sent emails are logged and viewable from the policy’s Email History tab.

Automated Email Triggers

The system sends emails automatically in these situations — you do not need to do anything:

Situation	Who receives it
Quote generated	Producer and/or insured
Application referred	Senior underwriter
Application declined	Producer
More information requested	Producer
Follow-up at 10, 30, and 60 days	Producer
Renewal solicitation	Producer (sent continuously 8 AM–9 PM)
Payment reminder	Producer (daily)
Producer license expiring	Producer and administrator
Policy issued	Producer and/or insured

Composing a Manual Email

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Email composition dialog showing To, CC, Subject, and message body fields with document attachments listed below

Email composition dialog showing To, CC, Subject, and message body fields with document attachments listed below

1. Open the policy or application.
2. Navigate to the Email tab.
3. Click Compose Email.
4. Select an email template if applicable — the template fills in the subject and body automatically.
5. The To field is pre-filled with the producer’s email. Add CC recipients if needed.
6. Attach documents — click Add Attachment and select from the policy’s generated documents.
7. Review the message and make any edits.
8. Click Send.

Viewing Email History

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Email history tab on a policy showing a table of all sent emails with date, recipient, subject, and delivery status columns

Email history tab on a policy showing a table of all sent emails with date, recipient, subject, and delivery status columns

Every email sent from a policy — whether automated or manual — is recorded in the Email History tab:

Column	Description
Date Sent	When the email was sent
Recipient	Who received the email
Subject	Email subject line
Type	Quote, Renewal, Payment Reminder, etc.
Status	Sent, delivered, or bounced

Click any row to see the full email content and attachments.

Tip

If a producer says they did not receive a document, check Email History to confirm it was delivered and is not sitting in a spam folder. If delivery failed, click the email to see the bounce reason, then resend after correcting the email address.

Email Templates

Standard email templates are available for all common communications. Administrators can update or add templates via Administration > Email Templates.