Not much to report, it never works correctly for any of the things you've set it up for. Review collected by and hosted on G2.com.
Pretty much everything, the emails are long winded and inaccurate with the data it includes, sending a separate email for every line of business is also a waste of time. Correcting this data is laborious and seems redundant for a system that's supposed to make it easier Review collected by and hosted on G2.com.
This is not the experience we want anyone to have, and we're sorry it's felt this way.
A few things worth knowing: sending multiple policies in one email is currently in beta and will be coming soon! When it comes to the email length and content, this is configurable by your admin. We encourage sharing this feedback with your manager so those settings can be reviewed.
We'd like to connect directly to work through your concerns and make sure the setup is actually working for your workflow. Please reach out to your customer success manager, and we'll make it a priority.
