BaoXianFlow

Insurer Email Pack

Insurer Email Pack prepares the email and attachments for manual submission, after you have prepared Customer Documents. Email is not sent automatically.

This area shows pilot reference records.

Email packs are prepared only. No email is sent.

Do not upload real customer NRIC, receipts, signatures, or bank details.

Prepare Package

Select insurerSelect policy/form/document packageOfficer email from directoryCC emailsSubjectEmail body

Attachment checklist

Selected insurerProduct/formCustomer/proposerPolicy no / cover note noGenerated proposal PDF or package summaryGenerated nomination PDF if applicable

PreviewChanges are not saved in this preview.

Future production sending should use Charis's authenticated mailbox via OAuth or secure email integration. BaoXianFlow does not send real emails in this pass.

Insurer Officer Directory

MSIG · Travel Underwriting

MSIG Officer · travel.uw@msig.example

CC: servicing@charis.example

Officer directory.

Tokio Marine · Motor / Travel

Tokio Officer · motor.travel@tokio.example

CC: ops@charis.example

Manual email package preparation only.

Lonpac · Travel Secure

Lonpac Officer · travel@lonpac.example

CC: forms@charis.example

No real email is sent.

Prepared Insurer Email Pack

No SMTP, OAuth mailbox, or live sending is implemented.

Package	Insurer	Officer	Customer	Policy / Vehicle	Subject	Status	Attachments
E001	MSIG	MSIG Officer travel.uw@msig.example	Daniel Lee Wei Han	TRV-MSIG-001	Travel Safeguard proposal package - Daniel Lee	Draft Prepared	Package summary, Proposal details, Nomination details if applicable
E002	Tokio Marine	Tokio Officer motor.travel@tokio.example	Bright Auto Parts Sdn Bhd	VJE6946	Motor renewal documents - VJE6946	Ready to Send Manually	Renewal notice, Customer record, Receipt metadata