The Custom Balance Owing Payment Email is part of an eDoc-triggered Accounts Receivable Campaign specifically for agency-billed policyholders. This campaign combines policy outstanding balance data with an attached Accounts Receivable document issued by the brokerage, helping clients manage their account status while reinforcing payment reminders.

Workflow Structure:
eDoc Trigger for Agency-Billed Accounts:
The campaign is triggered by an eDoc when an agency-billed policyholder’s account shows an outstanding balance. This targeted approach ensures that only agency-billed clients with unpaid balances receive the communication.

Detailed Account Receivable Document:
In addition to displaying the outstanding balance in the email, the brokerage attaches an Accounts Receivable document. This document provides a clear record of the due balance, payment terms, and any applicable details related to the policy, ensuring clients have full visibility into their account status.

Link to Policy Balance Information:
The email includes a secure link for clients to view their account balance online, allowing them to see the outstanding amount and due date conveniently. This reinforces the urgency of payment and allows for easy access to account details.

Encouragement to Ensure Continued Coverage:
The email emphasizes the importance of maintaining active coverage by making prompt payments, reinforcing the brokerage’s commitment to helping clients avoid any disruptions in their policy.

Broker Contact Information for Support:
The email provides contact information for the local branch or customer service team, enabling clients to reach out if they have questions or need assistance with the payment process.

The Outstanding Balance Notification Email Workflow for agency-billed accounts uses eDoc triggers, detailed policy information, and an Accounts Receivable document to keep clients informed of their payment obligations, supporting smooth account management and uninterrupted coverage.