The list below contains keywords you can add to your CORE email and letter templates. When adding these fields to your template, don't forget to include the French brackets before and after the word. { }
Hubspot does not publish words with the FrenchBrackets. Please be sure to add two brackets before AND after each of the keywords below. Two{ before the keyword and two of } after the keyword.
- AgentEmail
- AgentEmailCC
- AgentInformal
- AgentLast
- ApplicationType
- AppliedClass
- ApprovedClass
- ApprovedTableRating
- BaseURL
- CarrierName
- CarrierPhone
- CaseID
- CaseManagerEmail
- CaseManagerExt
- CaseManagerFax
- CaseManagerID
- CaseManagerName
- CaseManagerPhone
- CaseManagerTitle
- ClientName
- CommissionsContact
- CommissionsContactEmail
- Corp
- CoveragePurpose
- ExternalSales
- FaceAmount
- FlatExtra
- InforceDate
- InformalAnalyst
- LOB
- LogoURL
- OfferType
- PayMode
- PlanName
- PolicyDate
- PolicyNumber
- PremiumAnnuallized
- PremiumModal
- RequirementLls-(RequirementClass)-(Status) (For example {{RequirementLls-Underwriting-Outstanding)
- Rider
- WebNote