First, confirm if their email is correct, by checking the customer profile in bond.

If it isn’t correct, you can correct it using the edit pencil, shown here:

 

 

Then use the Resend Application for Insurance feature which is found in the Action icon of the Activity, like here:

 

 

 

The customer may also need to check her Junk mail in case the email has gone there.

 

No. For every module of the platform, there must be a unique email address used.  If a customer of your organization is also a referral partner in podium, they will need to use separate email addresses in bond and podium. The same applies for any other module. If an email is used in admin, it cannot be used for a customer in bond, or thru or podium.

If an employee of your organization is also a referral partner, set up in podium, they will need to use a different email for each scenario. 

 

 

Your client must have an email address to purchase a policy in thru. 

 

 

An employee cannot use their own email on behalf of the client as this will cause issues with your login as well as compliance requirements.