Upload & match
Import your Excel or CSV file. Match members to agents using their email addresses and review the proposed assignments.
Your original headers stay with the records.BUILT FOR LIFE & HEALTH INSURANCE TEAMS
Member notices,
made manageable.
One spreadsheet. A clear plan for every agent. Organize your members, review each email, and send the right list to the right person.
Your existing Agent Sites NOW Member Notices account gives you access to your workspace.
✓ Original spreadsheet headers✓ Individual agent attachments
FROM MASTER LIST TO AGENT NOTICE
CAMPAIGN PREVIEWIllustrative example
Plan transition notices
Every agent. Their own member list.
Member list.xlsxOriginal columns · Records matched by agent email
Grouped into individual agent files
Jane WestJane-West-Members.xlsx
12 membersAlex ReedAlex-Reed-Members.xlsx
8 membersReady for your reviewPreview the email and member list before sending.
READY FOR YOUR NEXT
Plan exit notice
Plan termination
Renewal review
Agent announcement
A CLEAR WORKFLOW
From a member list
to an organized campaign.
Keep the steps together, with a chance to check the details before your notices go out.
Compose & preview
Choose a template, edit your message, and add links or shared attachments. Review each agent’s email and assigned members.
One Excel member file for each agent.Send & follow up
Authorize the campaign when you’re ready. Review sending results and, with SendGrid tracking connected, delivery and bounce reports.
Keep the campaign history in one place.MORE THAN A MAIL MERGE
A workspace for
the whole process.
Handle plan changes and other agent campaigns with tools that help your team keep the details organized.
Open your workspaceYour agent directory
Manage agent names, emails, NPNs, and the alternate names used in your spreadsheets.
Reusable email templates
Create consistent messages with personalized fields, clickable links, and optional attachments.
Intentional resends
Review matching members and recipients, approve a repeat notice, and keep the original campaign history.
Campaign visibility
Follow sending results, review delivery reports when connected, and keep track of agent follow-up tasks.
A FEW USEFUL DETAILS
Before you log in.
Have your account ready.
Your workspace is one click away.
Who is this workspace for?
Member Notices is for authorized agency staff managing agent communications and member notice campaigns. Sign in with the email address and password assigned to your account. Contact your system administrator if you need access.
Does each agent receive the entire master spreadsheet?
The system creates a separate Excel attachment containing the included members assigned to that agent, using the master file’s original headers. Review the agent’s email and attachment before authorizing delivery.
Can I review everything before sending?
Yes. Review agent assignments, preview individual emails and member records, and check attachments before preparing and confirming the send. Creating a campaign or approving an intentional resend does not send it automatically.
Will this show whether an email was delivered?
When signed SendGrid delivery tracking is configured, matching provider reports can show delivery, bounce, and other outcomes. Acceptance by the sending server alone does not confirm delivery or that the agent opened the message.
YOUR NEXT CAMPAIGN STARTS HERE
Keep your agents in the loop.
Open your workspace to prepare, review, and manage your notices.