Templates / Communications

Communication Templates

On-brand HTML email, plain-text email, SMS, in-app messages, push notifications, and support macros ready to copy into the Olli application or any sending system. Pick the audience, pick the format, copy the source.

Shared rules

HTML email

Table-based markup, inline styles only
600px max width
System font stack (no web fonts)
Apple-style light header, white body, dark or muted footer
Dark-mode safe, MSO fallbacks included

Plain text

Required text/plain alternate for every HTML send
Same headline, body, CTA URL, and signoff as the HTML
ASCII-only, wrapped at ~72 characters per line
Full URLs spelled out (no link text)

SMS

Target 160 chars (single segment). 320 hard cap.
Sender prefix: "Olli:" or "[Partner] via Olli:"
Marketing SMS must end with "Reply STOP to opt out"
Transactional SMS is opt-out exempt - state why if asked
No emoji in security messages

Sender, subject, signoff

Sender name: "Olli" for DTC and system. "[Partner] via Olli" for B2B2C end users. "[Partner Manager] at Olli" for 1:1 partner email.
From address: hello@olli.insure (marketing), no-reply@olli.insure (transactional only), partners@olli.insure (B2B).
Subject line: sentence case, plain English, one idea. Skip the cute. Include a name when you have one.
Signoff: "- The Olli Team". For 1:1 partner email, use a real first name + Olli.

Footer must include

olli.insure website link and social icons (LinkedIn, Instagram, X)
Mailing address and company legal line
Plain-English disclaimer (no scare language)
Unsubscribe link on every marketing message
Manage preferences / opt out of all future communications link
"View in browser" link at the top of the body
Transactional messages: replace the above with a short security notice and a transactional-exemption line

Palette reminder (official only)

#050505Black

#FFFFFFWhite

#CC33CCVivid Orchid

#949291Grey Olive

#C5C3C0Toner T4

#F0F0F0Toner T0

Deliverability & adoption

Every template below is designed to land in the inbox or notification tray, not the spam folder. These are the cross-channel rules from Gmail / Yahoo / Apple Mail / Outlook bulk-sender requirements, mobile carrier A2P 10DLC rules, and APNs / FCM push guidelines. Each individual template card surfaces the specific items it must satisfy.

Email (Gmail / Yahoo / Apple / Outlook)

Subject lines under 50 chars · no ALL CAPS · no spammy punctuation
Preheader text 60–90 chars · written intentionally
Plain-text alternative for every HTML send (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text on every image
<100KB HTML to avoid Gmail clipping · table layout · no JavaScript · no embedded forms
List-Unsubscribe header + List-Unsubscribe-Post: List-Unsubscribe=One-Click
Working unsubscribe in visible footer + physical mailing address (CAN-SPAM)
'Why you're getting this' line in every marketing email
SPF, DKIM, DMARC aligned on the Olli sending domain
Consistent From name + monitored reply-to · never noreply@
Links use olli.insure or a branded tracking subdomain · no bit.ly
Dark-mode safe colors · dark-bg logo where appropriate
Honor sunset policies · warm up new sending domains/IPs gradually

SMS (A2P 10DLC / TCPA / CTIA)

A2P 10DLC registered sender + brand/campaign vetting
Marketing SMS requires prior express consent (TCPA)
Brand name on every message · 'Reply STOP to opt out, HELP for help' on first marketing message
Honor STOP / UNSTOP / HELP keywords automatically
Target ≤ 160 GSM-7 chars to avoid segmentation
Branded short domain only — no bit.ly or t.co
Marketing quiet hours: no sends 9pm–8am recipient local time
Transactional SMS is opt-out exempt — include the exemption notice

Push (APNs / FCM)

Title ≤ 30 chars · body ≤ 100 chars
Deep link to the exact in-app destination — never the home screen
Use OS notification categories / channels so users can mute marketing without muting transactional
No marketing push without explicit opt-in
Transactional push only for events the user actually acted on
No PII or one-time codes in the visible body (lock-screen visible)

In-app

Frequency cap documented · always dismissible (unless legally required to acknowledge)
Never blocks the user's primary task
Targeted by segment (DTC vs B2B2C) — never broadcast to everyone
One in-app message per screen at a time

DNS records to set up on olli.insure

· SPF: include olli.insure ESP + any partner-relay sender
· DKIM: 2048-bit key on the sending subdomain, rotated annually
· DMARC: p=quarantine minimum, rua + ruf reports to dmarc@olli.insure
· BIMI: optional, requires VMC + DMARC enforcement (p=quarantine or stricter)
· MX + return-path align with the sending domain for full alignment

Words / patterns to avoid in subjects + body

×FREE, ACT NOW, 100% guaranteed, no obligation, risk-free
×All caps subjects, exclamation marks (!!!), $$$
×'Click here', 'open immediately', 'final notice' framing
×'Congratulations!' as a greeting · clickbait subject lines

Email & SMSCustomer Users (DTC)Clients & Partners (B2B2C)Customers of Clients (B2B2C End User)System / Automated Messages

Other channels In-app Push Support macros

Customer Users (DTC)

Solo entrepreneurs buying and managing insurance directly from Olli.

Tone (applies to all formats)

Friendly, direct, plain-English. The smartest friend who knows insurance.

Subject

Welcome to Olli, [First Name].

Preview uses local logo assets for display. The copied/downloaded HTML keeps the production https://olli.insure/... URLs so emails resolve correctly once sent.

View raw HTML

<!DOCTYPE html>
<html lang="en" xmlns="http://www.w3.org/1999/xhtml" xmlns:o="urn:schemas-microsoft-com:office:office">
<head>
  <meta charset="utf-8">
  <meta name="viewport" content="width=device-width,initial-scale=1">
  <meta name="x-apple-disable-message-reformatting">
  <meta name="color-scheme" content="light only">
  <meta name="supported-color-schemes" content="light only">
  <title>Olli</title>
  <!--[if mso]>
  <style>table,td,div,p,a{font-family:Arial,Helvetica,sans-serif !important;}</style>
  <![endif]-->
  <style>
    @media (prefers-color-scheme: dark) { :root { color-scheme: light only; } }
    @media only screen and (max-width: 620px) {
      .container { width:100% !important; }
      .px { padding-left:20px !important; padding-right:20px !important; }
      .h1 { font-size:22px !important; line-height:30px !important; }
    }
  </style>
</head>
<body style="margin:0;padding:0;background:#F0F0F0;-webkit-font-smoothing:antialiased;">
  <div style="display:none;font-size:1px;color:#F0F0F0;line-height:1px;max-height:0;max-width:0;opacity:0;overflow:hidden;">Welcome to Olli. Here is what happens next.</div>
  <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%" style="background:#F0F0F0;">
    <tr>
      <td align="center" style="padding:24px 12px;">
        <table role="presentation" class="container" cellpadding="0" cellspacing="0" border="0" width="600" style="width:600px;max-width:600px;background:#FFFFFF;border-radius:8px;overflow:hidden;">
          <tr>
            <td align="right" class="px" style="padding:8px 32px 0 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:11px;color:#949291;">
              <a href="https://olli.insure/view-in-browser" style="color:#949291;text-decoration:none;">View in browser</a>
            </td>
          </tr>
          
          <tr>
            <td align="left" class="px" style="padding:20px 32px 24px 32px;">
              <img src="https://olli.insure/olli-logo.png" width="64" height="auto" alt="Olli" style="display:block;border:0;outline:none;text-decoration:none;height:auto;width:64px;">
            </td>
          </tr>
          <tr><td style="padding:0 32px;"><div style="height:1px;background:#F0F0F0;line-height:1px;font-size:1px;">&nbsp;</div></td></tr>
          
          <tr>
            <td class="px" style="padding:32px 32px 8px 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;">
              <h1 class="h1" style="margin:0 0 16px 0;font-size:26px;line-height:34px;color:#050505;font-weight:700;letter-spacing:-0.01em;">Welcome to Olli, [First Name].</h1>
              <p style="margin:0 0 24px 0;font-size:16px;line-height:24px;color:#050505;">You are set up. Your policy is active and your documents are in your account. Here is the link to everything in one place.</p>
              <table role="presentation" cellpadding="0" cellspacing="0" border="0">
                <tr>
                  <td bgcolor="#CC33CC" style="border-radius:9999px;">
                    <a href="https://olli.insure/account" style="display:inline-block;padding:12px 28px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:15px;line-height:20px;font-weight:600;color:#FFFFFF;text-decoration:none;border-radius:9999px;">Open my account</a>
                  </td>
                </tr>
              </table>
              <p style="margin:24px 0 0 0;font-size:15px;line-height:22px;color:#050505;">If anything looks off or you have a question, just reply to this email. A real person on our team will get back to you the same business day.</p>
              <p style="margin:24px 0 0 0;font-size:15px;line-height:22px;color:#050505;">- The Olli Team</p>
            </td>
          </tr>
          <tr><td class="px" style="padding:32px 32px 0 32px;"><div style="height:1px;background:#F0F0F0;line-height:1px;font-size:1px;">&nbsp;</div></td></tr>
          
          <tr>
            <td class="px" style="padding:24px 32px 28px 32px;background:#050505;color:#C5C3C0;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:12px;line-height:18px;">
              
              
              <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%">
                <tr>
                  <td align="left" style="padding-bottom:12px;">
                    <a href="https://olli.insure" style="color:#FFFFFF;text-decoration:none;font-weight:600;font-size:13px;">olli.insure</a>
                  </td>
                  <td align="right" style="padding-bottom:12px;">
                    <a href="https://linkedin.com/company/olli" style="display:inline-block;width:28px;height:28px;background:#FFFFFF;color:#050505;border-radius:50%;text-align:center;line-height:28px;font-size:12px;font-weight:700;text-decoration:none;margin-left:6px;" aria-label="LinkedIn">in</a>
                    <a href="https://instagram.com/olli" style="display:inline-block;width:28px;height:28px;background:#FFFFFF;color:#050505;border-radius:50%;text-align:center;line-height:28px;font-size:12px;font-weight:700;text-decoration:none;margin-left:6px;" aria-label="Instagram">IG</a>
                    <a href="https://x.com/olli" style="display:inline-block;width:28px;height:28px;background:#FFFFFF;color:#050505;border-radius:50%;text-align:center;line-height:28px;font-size:12px;font-weight:700;text-decoration:none;margin-left:6px;" aria-label="X">X</a>
                  </td>
                </tr>
              </table>
              <p style="margin:0 0 8px 0;color:#C5C3C0;">Olli Insurance, 123 Market Street, Suite 400, San Francisco, CA 94103</p>
              <p style="margin:0 0 8px 0;color:#949291;">Olli Technologies, Inc. Olli is a technology platform and insurance operating system. Olli does not underwrite, issue, or sell insurance.</p>
              <p style="margin:0 0 16px 0;color:#949291;">Insurance products are provided by licensed insurance carriers, coverholders, and underwriters. Coverage is subject to underwriting, eligibility, and the terms of the issued policy. Availability varies by state. This message is for informational purposes only and is not a binding offer of insurance.</p>
              <p style="margin:0;color:#C5C3C0;">
                <a href="https://olli.insure/unsubscribe?id=%%RECIPIENT_ID%%" style="color:#FFFFFF;text-decoration:underline;">Unsubscribe</a>
                <span style="color:#949291;"> &middot; </span>
                <a href="https://olli.insure/preferences?id=%%RECIPIENT_ID%%" style="color:#FFFFFF;text-decoration:underline;">Manage preferences</a>
                <span style="color:#949291;"> &middot; </span>
                <a href="https://olli.insure/preferences?id=%%RECIPIENT_ID%%&opt_out=all" style="color:#FFFFFF;text-decoration:underline;">Opt out of all marketing</a>
              </p>
            </td>
          </tr>
        </table>
        <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="600" style="width:600px;max-width:600px;">
          <tr><td align="center" class="px" style="padding:16px 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:11px;color:#949291;line-height:16px;">
            Olli Insurance, 123 Market Street, Suite 400, San Francisco, CA 94103
          </td></tr>
        </table>
      </td>
    </tr>
  </table>
</body>
</html>

When to use this HTML email

Onboarding emails, policy confirmations, renewal reminders, product launches, and monthly newsletters. Send when the message benefits from a CTA button, formatting, or branded layout.

Do (HTML)

Use the first name and keep paragraphs short
One primary CTA button per email - magenta pill, action verb
Invite a reply - mention that a real person responds

Don't (HTML)

Don't use fear-based language about claims or risk
Don't add a secondary CTA that competes with the main action
Don't use industry jargon without a plain-English translation

Clients & Partners (B2B2C)

Platform partners who embed or distribute Olli insurance to their own users.

Tone (applies to all formats)

Business-to-business, structured, respectful of their time. Confident, not chummy.

Subject

Your Q[N] partner summary is ready.

Preview uses local logo assets for display. The copied/downloaded HTML keeps the production https://olli.insure/... URLs so emails resolve correctly once sent.

View raw HTML

<!DOCTYPE html>
<html lang="en" xmlns="http://www.w3.org/1999/xhtml" xmlns:o="urn:schemas-microsoft-com:office:office">
<head>
  <meta charset="utf-8">
  <meta name="viewport" content="width=device-width,initial-scale=1">
  <meta name="x-apple-disable-message-reformatting">
  <meta name="color-scheme" content="light only">
  <meta name="supported-color-schemes" content="light only">
  <title>Olli</title>
  <!--[if mso]>
  <style>table,td,div,p,a{font-family:Arial,Helvetica,sans-serif !important;}</style>
  <![endif]-->
  <style>
    @media (prefers-color-scheme: dark) { :root { color-scheme: light only; } }
    @media only screen and (max-width: 620px) {
      .container { width:100% !important; }
      .px { padding-left:20px !important; padding-right:20px !important; }
      .h1 { font-size:22px !important; line-height:30px !important; }
    }
  </style>
</head>
<body style="margin:0;padding:0;background:#F0F0F0;-webkit-font-smoothing:antialiased;">
  <div style="display:none;font-size:1px;color:#F0F0F0;line-height:1px;max-height:0;max-width:0;opacity:0;overflow:hidden;">Quarterly performance summary and platform updates.</div>
  <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%" style="background:#F0F0F0;">
    <tr>
      <td align="center" style="padding:24px 12px;">
        <table role="presentation" class="container" cellpadding="0" cellspacing="0" border="0" width="600" style="width:600px;max-width:600px;background:#FFFFFF;border-radius:8px;overflow:hidden;">
          <tr>
            <td align="right" class="px" style="padding:8px 32px 0 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:11px;color:#949291;">
              <a href="https://olli.insure/view-in-browser" style="color:#949291;text-decoration:none;">View in browser</a>
            </td>
          </tr>
          
          <tr>
            <td class="px" style="padding:20px 32px 24px 32px;">
              <img src="https://olli.insure/partner-logo-placeholder.png" height="32" alt="[Partner Name]" style="display:block;border:0;outline:none;text-decoration:none;height:32px;width:auto;">
            </td>
          </tr>
          <tr><td style="padding:0 32px;"><div style="height:1px;background:#F0F0F0;line-height:1px;font-size:1px;">&nbsp;</div></td></tr>
          
          <tr>
            <td class="px" style="padding:32px 32px 8px 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;">
              <h1 class="h1" style="margin:0 0 16px 0;font-size:26px;line-height:34px;color:#050505;font-weight:700;letter-spacing:-0.01em;">Your Q[N] partner summary is ready.</h1>
              <p style="margin:0 0 24px 0;font-size:16px;line-height:24px;color:#050505;">[Partner Name]: here is a snapshot of how your embedded insurance offering performed last quarter, plus what is shipping next on the Olli platform.</p>
              <table role="presentation" cellpadding="0" cellspacing="0" border="0">
                <tr>
                  <td bgcolor="#CC33CC" style="border-radius:9999px;">
                    <a href="https://olli.insure/partners/reports" style="display:inline-block;padding:12px 28px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:15px;line-height:20px;font-weight:600;color:#FFFFFF;text-decoration:none;border-radius:9999px;">View the report</a>
                  </td>
                </tr>
              </table>
              <p style="margin:24px 0 0 0;font-size:15px;line-height:22px;color:#050505;">Want to talk through it? Your dedicated partner manager, [Manager Name], has time on the calendar this week.</p>
              <p style="margin:24px 0 0 0;font-size:15px;line-height:22px;color:#050505;">- The Olli Team</p>
            </td>
          </tr>
          <tr><td class="px" style="padding:32px 32px 0 32px;"><div style="height:1px;background:#F0F0F0;line-height:1px;font-size:1px;">&nbsp;</div></td></tr>
          
          <tr>
            <td class="px" style="padding:24px 32px 28px 32px;background:#050505;color:#C5C3C0;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:12px;line-height:18px;">
              
              
              <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%">
                <tr>
                  <td align="left" style="padding-bottom:12px;">
                    <a href="https://olli.insure" style="color:#FFFFFF;text-decoration:none;font-weight:600;font-size:13px;">olli.insure</a>
                  </td>
                  <td align="right" style="padding-bottom:12px;">
                    <a href="https://linkedin.com/company/olli" style="display:inline-block;width:28px;height:28px;background:#FFFFFF;color:#050505;border-radius:50%;text-align:center;line-height:28px;font-size:12px;font-weight:700;text-decoration:none;margin-left:6px;" aria-label="LinkedIn">in</a>
                    <a href="https://instagram.com/olli" style="display:inline-block;width:28px;height:28px;background:#FFFFFF;color:#050505;border-radius:50%;text-align:center;line-height:28px;font-size:12px;font-weight:700;text-decoration:none;margin-left:6px;" aria-label="Instagram">IG</a>
                    <a href="https://x.com/olli" style="display:inline-block;width:28px;height:28px;background:#FFFFFF;color:#050505;border-radius:50%;text-align:center;line-height:28px;font-size:12px;font-weight:700;text-decoration:none;margin-left:6px;" aria-label="X">X</a>
                  </td>
                </tr>
              </table>
              <p style="margin:0 0 8px 0;color:#C5C3C0;">Olli Insurance, 123 Market Street, Suite 400, San Francisco, CA 94103</p>
              <p style="margin:0 0 8px 0;color:#949291;">Olli Technologies, Inc. Olli is a technology platform and insurance operating system. Olli does not underwrite, issue, or sell insurance.</p>
              <p style="margin:0 0 16px 0;color:#949291;">Insurance products are provided by licensed insurance carriers, coverholders, and underwriters. Coverage is subject to underwriting, eligibility, and the terms of the issued policy. Availability varies by state. This message is for informational purposes only and is not a binding offer of insurance.</p>
              <p style="margin:0;color:#C5C3C0;">
                <a href="https://olli.insure/unsubscribe?id=%%RECIPIENT_ID%%" style="color:#FFFFFF;text-decoration:underline;">Unsubscribe</a>
                <span style="color:#949291;"> &middot; </span>
                <a href="https://olli.insure/preferences?id=%%RECIPIENT_ID%%" style="color:#FFFFFF;text-decoration:underline;">Manage preferences</a>
                <span style="color:#949291;"> &middot; </span>
                <a href="https://olli.insure/preferences?id=%%RECIPIENT_ID%%&opt_out=all" style="color:#FFFFFF;text-decoration:underline;">Opt out of all marketing</a>
              </p>
            </td>
          </tr>
        </table>
        <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="600" style="width:600px;max-width:600px;">
          <tr><td align="center" class="px" style="padding:16px 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:11px;color:#949291;line-height:16px;">
            Olli Insurance, 123 Market Street, Suite 400, San Francisco, CA 94103
          </td></tr>
        </table>
      </td>
    </tr>
  </table>
</body>
</html>

When to use this HTML email

Quarterly performance summaries, platform releases, contract renewals, partner enablement. Anything where a co-branded header and a single primary CTA help frame the update.

Do (HTML)

Partner logo in the header; keep Olli out of the header for partner-branded sends
Lead with results or what changed - no warm-up paragraph
Always name a specific person (partner manager) as the next step

Don't (HTML)

Don't use casual/social-media tone or emoji
Don't bury the action - put the CTA in the first screen
Don't mix DTC offer language ('insurance made easy for you') into partner email

Customers of Clients (B2B2C End User)

End users who get insurance through a partner platform, delivered under the partner brand.

Tone (applies to all formats)

Warm, simple, reassuring. Partner brand is primary - Olli is the trusted provider in the background.

Subject

Your [Partner Name] coverage is confirmed.

Preview uses local logo assets for display. The copied/downloaded HTML keeps the production https://olli.insure/... URLs so emails resolve correctly once sent.

View raw HTML

<!DOCTYPE html>
<html lang="en" xmlns="http://www.w3.org/1999/xhtml" xmlns:o="urn:schemas-microsoft-com:office:office">
<head>
  <meta charset="utf-8">
  <meta name="viewport" content="width=device-width,initial-scale=1">
  <meta name="x-apple-disable-message-reformatting">
  <meta name="color-scheme" content="light only">
  <meta name="supported-color-schemes" content="light only">
  <title>Olli</title>
  <!--[if mso]>
  <style>table,td,div,p,a{font-family:Arial,Helvetica,sans-serif !important;}</style>
  <![endif]-->
  <style>
    @media (prefers-color-scheme: dark) { :root { color-scheme: light only; } }
    @media only screen and (max-width: 620px) {
      .container { width:100% !important; }
      .px { padding-left:20px !important; padding-right:20px !important; }
      .h1 { font-size:22px !important; line-height:30px !important; }
    }
  </style>
</head>
<body style="margin:0;padding:0;background:#F0F0F0;-webkit-font-smoothing:antialiased;">
  <div style="display:none;font-size:1px;color:#F0F0F0;line-height:1px;max-height:0;max-width:0;opacity:0;overflow:hidden;">Your [Partner Name] coverage is confirmed.</div>
  <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%" style="background:#F0F0F0;">
    <tr>
      <td align="center" style="padding:24px 12px;">
        <table role="presentation" class="container" cellpadding="0" cellspacing="0" border="0" width="600" style="width:600px;max-width:600px;background:#FFFFFF;border-radius:8px;overflow:hidden;">
          <tr>
            <td align="right" class="px" style="padding:8px 32px 0 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:11px;color:#949291;">
              <a href="https://olli.insure/view-in-browser" style="color:#949291;text-decoration:none;">View in browser</a>
            </td>
          </tr>
          
          <tr>
            <td class="px" style="padding:20px 32px 24px 32px;">
              <img src="https://olli.insure/partner-logo-placeholder.png" height="32" alt="[Partner Name]" style="display:block;border:0;outline:none;text-decoration:none;height:32px;width:auto;">
            </td>
          </tr>
          <tr><td style="padding:0 32px;"><div style="height:1px;background:#F0F0F0;line-height:1px;font-size:1px;">&nbsp;</div></td></tr>
          
          <tr>
            <td class="px" style="padding:32px 32px 8px 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;">
              <h1 class="h1" style="margin:0 0 16px 0;font-size:26px;line-height:34px;color:#050505;font-weight:700;letter-spacing:-0.01em;">Your [Partner Name] coverage is confirmed.</h1>
              <p style="margin:0 0 24px 0;font-size:16px;line-height:24px;color:#050505;">Hi [First Name], your insurance through [Partner Name] is active. Your policy documents and ID card are ready in your account.</p>
              <table role="presentation" cellpadding="0" cellspacing="0" border="0">
                <tr>
                  <td bgcolor="#CC33CC" style="border-radius:9999px;">
                    <a href="https://olli.insure/account" style="display:inline-block;padding:12px 28px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:15px;line-height:20px;font-weight:600;color:#FFFFFF;text-decoration:none;border-radius:9999px;">View my coverage</a>
                  </td>
                </tr>
              </table>
              <p style="margin:24px 0 0 0;font-size:15px;line-height:22px;color:#050505;">Questions about your policy? Reply to this email or visit the [Partner Name] help center.</p>
              <p style="margin:24px 0 0 0;font-size:15px;line-height:22px;color:#050505;">- The Olli Team</p>
            </td>
          </tr>
          <tr><td class="px" style="padding:32px 32px 0 32px;"><div style="height:1px;background:#F0F0F0;line-height:1px;font-size:1px;">&nbsp;</div></td></tr>
          
          <tr>
            <td class="px" style="padding:24px 32px 28px 32px;background:#050505;color:#C5C3C0;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:12px;line-height:18px;">
              
              <p style="margin:0 0 12px 0;color:#FFFFFF;font-size:13px;">
                <span style="color:#C5C3C0;">Powered by</span>
                <img src="https://olli.insure/olli-logo.png" height="14" alt="Olli" style="vertical-align:middle;margin-left:4px;display:inline-block;border:0;outline:none;text-decoration:none;height:14px;width:auto;filter:invert(1) brightness(2);">
              </p>
              <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%">
                <tr>
                  <td align="left" style="padding-bottom:12px;">
                    <a href="https://olli.insure" style="color:#FFFFFF;text-decoration:none;font-weight:600;font-size:13px;">olli.insure</a>
                  </td>
                  <td align="right" style="padding-bottom:12px;">
                    <a href="https://linkedin.com/company/olli" style="display:inline-block;width:28px;height:28px;background:#FFFFFF;color:#050505;border-radius:50%;text-align:center;line-height:28px;font-size:12px;font-weight:700;text-decoration:none;margin-left:6px;" aria-label="LinkedIn">in</a>
                    <a href="https://instagram.com/olli" style="display:inline-block;width:28px;height:28px;background:#FFFFFF;color:#050505;border-radius:50%;text-align:center;line-height:28px;font-size:12px;font-weight:700;text-decoration:none;margin-left:6px;" aria-label="Instagram">IG</a>
                    <a href="https://x.com/olli" style="display:inline-block;width:28px;height:28px;background:#FFFFFF;color:#050505;border-radius:50%;text-align:center;line-height:28px;font-size:12px;font-weight:700;text-decoration:none;margin-left:6px;" aria-label="X">X</a>
                  </td>
                </tr>
              </table>
              <p style="margin:0 0 8px 0;color:#C5C3C0;">Olli Insurance, 123 Market Street, Suite 400, San Francisco, CA 94103</p>
              <p style="margin:0 0 8px 0;color:#949291;">Olli Technologies, Inc. Olli is a technology platform and insurance operating system. Olli does not underwrite, issue, or sell insurance.</p>
              <p style="margin:0 0 16px 0;color:#949291;">Insurance products are provided by licensed insurance carriers, coverholders, and underwriters. Coverage is subject to underwriting, eligibility, and the terms of the issued policy. Availability varies by state. This message is for informational purposes only and is not a binding offer of insurance.</p>
              <p style="margin:0;color:#C5C3C0;">
                <a href="https://olli.insure/unsubscribe?id=%%RECIPIENT_ID%%" style="color:#FFFFFF;text-decoration:underline;">Unsubscribe</a>
                <span style="color:#949291;"> &middot; </span>
                <a href="https://olli.insure/preferences?id=%%RECIPIENT_ID%%" style="color:#FFFFFF;text-decoration:underline;">Manage preferences</a>
                <span style="color:#949291;"> &middot; </span>
                <a href="https://olli.insure/preferences?id=%%RECIPIENT_ID%%&opt_out=all" style="color:#FFFFFF;text-decoration:underline;">Opt out of all marketing</a>
              </p>
            </td>
          </tr>
        </table>
        <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="600" style="width:600px;max-width:600px;">
          <tr><td align="center" class="px" style="padding:16px 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:11px;color:#949291;line-height:16px;">
            Olli Insurance, 123 Market Street, Suite 400, San Francisco, CA 94103
          </td></tr>
        </table>
      </td>
    </tr>
  </table>
</body>
</html>

When to use this HTML email

Policy confirmations, claim updates, renewal notices, and service messages delivered under a partner brand. Header is partner-only. 'Powered by Olli' plus the carrier disclaimer live in the footer.

Do (HTML)

Partner logo only in the header - Olli does not appear up top
Always phrase coverage as 'your [Partner Name] coverage'
Footer must include 'Powered by Olli' AND the disclaimer that insurance is provided by licensed carriers, coverholders, and underwriters

Don't (HTML)

Don't claim 'insurance by Olli' or 'provided by Olli' - Olli is the tech platform, not the insurer
Don't lead with Olli branding - the user knows the partner, not us
Don't promote Olli products or upsells inside a partner email

System / Automated Messages

Any user receiving a transactional message: sign-in codes, password resets, security alerts, receipts.

Tone (applies to all formats)

Direct, neutral, security-toned. No marketing language. No emoji. No soft language for security events.

Subject

Your one-time sign-in code: 123456

Preview uses local logo assets for display. The copied/downloaded HTML keeps the production https://olli.insure/... URLs so emails resolve correctly once sent.

View raw HTML

<!DOCTYPE html>
<html lang="en" xmlns="http://www.w3.org/1999/xhtml" xmlns:o="urn:schemas-microsoft-com:office:office">
<head>
  <meta charset="utf-8">
  <meta name="viewport" content="width=device-width,initial-scale=1">
  <meta name="x-apple-disable-message-reformatting">
  <meta name="color-scheme" content="light only">
  <meta name="supported-color-schemes" content="light only">
  <title>Olli</title>
  <!--[if mso]>
  <style>table,td,div,p,a{font-family:Arial,Helvetica,sans-serif !important;}</style>
  <![endif]-->
  <style>
    @media (prefers-color-scheme: dark) { :root { color-scheme: light only; } }
    @media only screen and (max-width: 620px) {
      .container { width:100% !important; }
      .px { padding-left:20px !important; padding-right:20px !important; }
      .h1 { font-size:22px !important; line-height:30px !important; }
    }
  </style>
</head>
<body style="margin:0;padding:0;background:#F0F0F0;-webkit-font-smoothing:antialiased;">
  <div style="display:none;font-size:1px;color:#F0F0F0;line-height:1px;max-height:0;max-width:0;opacity:0;overflow:hidden;">Use the code below to finish signing in.</div>
  <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%" style="background:#F0F0F0;">
    <tr>
      <td align="center" style="padding:24px 12px;">
        <table role="presentation" class="container" cellpadding="0" cellspacing="0" border="0" width="600" style="width:600px;max-width:600px;background:#FFFFFF;border-radius:8px;overflow:hidden;">
          <tr>
            <td align="right" class="px" style="padding:8px 32px 0 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:11px;color:#949291;">
              <a href="https://olli.insure/view-in-browser" style="color:#949291;text-decoration:none;">View in browser</a>
            </td>
          </tr>
          
          <tr>
            <td align="left" class="px" style="padding:20px 32px 24px 32px;">
              <img src="https://olli.insure/olli-logo.png" width="64" height="auto" alt="Olli" style="display:block;border:0;outline:none;text-decoration:none;height:auto;width:64px;">
            </td>
          </tr>
          <tr><td style="padding:0 32px;"><div style="height:1px;background:#F0F0F0;line-height:1px;font-size:1px;">&nbsp;</div></td></tr>
          
          <tr>
            <td class="px" style="padding:32px 32px 8px 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;">
              <h1 class="h1" style="margin:0 0 16px 0;font-size:22px;line-height:30px;color:#050505;font-weight:700;letter-spacing:-0.01em;">Your one-time sign-in code</h1>
              <p style="margin:0 0 24px 0;font-size:15px;line-height:22px;color:#050505;">Enter this code in the Olli sign-in screen to continue. It expires in 10 minutes.</p>
              <div style="font-family:'SF Mono',Menlo,Consolas,monospace;font-size:32px;letter-spacing:6px;color:#050505;background:#F0F0F0;padding:16px 24px;border-radius:8px;text-align:center;font-weight:700;">123 456</div>
              <p style="margin:24px 0 0 0;font-size:13px;line-height:20px;color:#949291;">If you did not try to sign in, ignore this email. Your account is safe - no changes were made. Olli will never ask you for this code outside the sign-in screen.</p>
            </td>
          </tr>
          <tr><td class="px" style="padding:24px 32px 0 32px;"><div style="height:1px;background:#F0F0F0;line-height:1px;font-size:1px;">&nbsp;</div></td></tr>
          
          <tr>
            <td class="px" style="padding:20px 32px 24px 32px;background:#F0F0F0;color:#949291;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:12px;line-height:18px;">
              <p style="margin:0 0 8px 0;color:#050505;font-weight:600;">Security notice</p>
              <p style="margin:0 0 8px 0;">If you did not request this, contact <a href="mailto:security@olli.insure" style="color:#050505;text-decoration:underline;">security@olli.insure</a> immediately. Olli will never ask for your password or one-time code over email or phone.</p>
              <p style="margin:0 0 8px 0;">This is a transactional service message related to your account. You cannot unsubscribe from these messages while your account is active.</p>
              <p style="margin:0;">Olli Technologies, Inc. Olli is a technology platform and insurance operating system. Olli does not underwrite, issue, or sell insurance.</p>
            </td>
          </tr>
        </table>
        <table role="presentation" cellpadding="0" cellspacing="0" border="0" width="600" style="width:600px;max-width:600px;">
          <tr><td align="center" class="px" style="padding:16px 32px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Helvetica,Arial,sans-serif;font-size:11px;color:#949291;line-height:16px;">
            Olli Insurance, 123 Market Street, Suite 400, San Francisco, CA 94103
          </td></tr>
        </table>
      </td>
    </tr>
  </table>
</body>
</html>

When to use this HTML email

One-time codes, password resets, account security alerts, payment receipts, policy document delivery. Anything purely service-related where marketing CTAs are not permitted.

Do (HTML)

State the action and the expiration window in the first sentence
Use a monospaced block for codes
Include a one-line 'what to do if this wasn't you' instruction

Don't (HTML)

Don't include marketing CTAs, banners, or product upsells
Don't include an unsubscribe link - transactional messages are exempt; use the security-notice footer instead
Don't use emoji, casual greetings, or 'fun' tone in security messages

In-app messages

Banners and modals shown to signed-in users inside the Olli app or a partner app where Olli is embedded.

Solo entrepreneurs signed in to the Olli app.

Tone (this audience)

Friendly, direct, plain-English. Acknowledges the user is mid-task.

Title / Body / CTA

One doc left, [First Name].

In-app banner

One doc left, [First Name].

Upload your business license so we can finalize your coverage. Takes about 30 seconds.

Raw source

Title: One doc left, [First Name].
Body: Upload your business license so we can finalize your coverage. Takes about 30 seconds.
CTA: Upload now

Replace bracketed placeholders ([First Name], [Partner Name]) before shipping. Use one in-app message per screen at a time.

When to use this in-app

Surface a single next-best-action while the user is signed in: missing document, expiring card, coverage gap. Use the in-app banner or modal pattern, not a toast, when the user must act.

Do (in-app)

Lead with a first name and the specific action
One CTA, action verb, magenta pill
Offer a dismiss option unless action is blocking

Don't (in-app)

Don't reuse marketing copy - the user is already in the product
Don't stack multiple in-app messages on the same screen
Don't write more than 2 short sentences

Push notifications

Lock-screen and notification-tray pushes. Visible body has a hard limit: iOS 178 chars, Android 240 chars (title + body).

Solo entrepreneurs who opted in to push notifications from the Olli mobile app.

Tone (this audience)

Friendly, direct, action-led. No filler words.

iOS: 113/178

Android: 113/240

Lock screen

Olli

now

Renewal in 7 days

Your general liability policy renews March 14. Tap to review or update coverage before it does.

Raw source

Title: Renewal in 7 days
Body: Your general liability policy renews March 14. Tap to review or update coverage before it does.

Limit is title + body characters combined. Replace bracketed placeholders before sending. Deep link the tap target to the exact screen.

When to use this push

Time-sensitive nudges: renewal coming up, payment failed, document needed, claim status changed. Send to opted-in users only, one push per event max.

Do (push)

Lead the title with the event, not the brand ('Renewal in 7 days', not 'Olli update')
Put the actionable detail in the first sentence of the body
Deep link to the exact screen, not the app home

Don't (push)

Don't send marketing pushes - reserve for transactional and account events
Don't use ALL CAPS or excessive punctuation
Don't send before 9am or after 9pm in recipient local time

Support macros

Canned support replies. Every macro has a customer-facing variant and an internal-note variant that stays on the conversation.

Solo entrepreneurs contacting Olli support directly.

Tone (this audience)

Friendly, direct, plain-English. Smartest friend who knows insurance.

Subject

Re: your coverage question

Hi [First Name],

Thanks for the note. Quick answer first: yes, your general liability policy covers the situation you described, up to your [Limit] limit per occurrence.

Here is what I checked:
- Your policy is active and in good standing.
- The incident date falls inside your coverage period.
- The activity you described is listed in your covered operations.

If you want to file a claim, the fastest path is the claims tab in your account: https://olli.insure/account/claims. It takes about 5 minutes.

If you'd rather talk it through first, reply to this email with a good time and I'll send a calendar link.

- [Agent First Name]
Olli Support

Paste into the customer reply. Personalize bracketed placeholders before sending.

When to use this customer reply

Tier 1 coverage-confirmation replies for DTC customers. Use when the answer is yes and you have already verified the policy is active and the activity is covered.

Do (customer reply)

Lead with the answer in the first sentence
List what you checked - it builds trust
Offer a real next step (claims link or a call)

Don't (customer reply)

Don't quote policy language without translating it
Don't promise coverage before verifying the policy is active
Don't send without personalizing the first name and limit

Full lifecycle coverage

Every customer-facing message Olli sends

Templates for every lifecycle, policy, billing, claims, compliance, partner, growth, and operational moment — on-brand, copy-paste ready, with the specific deliverability guardrails each one must satisfy.

Lifecycle & Onboarding Policy Lifecycle Billing & Payments Claims Compliance & Legal Partner / B2B2C Growth & Engagement Operational / Transactional

Lifecycle & Onboarding

Account creation through first policy bound.

8 templates

EmailDTC · Solo entrepreneurs

Welcome

Subject: Welcome to Olli, [First Name]

Preheader: Your account is ready. Here's the one link that opens everything.

Hi [First Name],

You're in. Your Olli account is ready and your dashboard is where every policy, document, and claim will live from here on out.

If you have a question, just reply to this email. A real person on our team responds — same business day.

— The Olli Team

Open my accounthttps://olli.insure/account

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

EmailDTC · Solo entrepreneurs

Email verification

Subject: Confirm your email for Olli

Preheader: One tap to verify. Expires in 24 hours.

Confirm this email is yours so we can send your policy documents and account updates here.

This link expires in 24 hours. If you didn't create an Olli account, ignore this email — nothing will happen.

— Olli

Verify emailhttps://olli.insure/verify?t=xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Password reset

Subject: Reset your Olli password

Preheader: Tap to set a new password. Link expires in 30 minutes.

Set a new password to get back into your Olli account. This link expires in 30 minutes.

If you didn't request this, ignore the email — your password stays the same. If you're worried, write to security@olli.insure and we'll take a look.

— Olli

Reset passwordhttps://olli.insure/reset?t=xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

In-appDTC · Solo entrepreneurs

Profile completion nudge

Title: One step to a quote

Add your business type and state and we'll show you the right coverage in under a minute.

Finish profile/account/profile

Deliverability guardrails for this card

Frequency cap documented · dismissible
Does not block the primary task
Targeted by segment (never broadcast-to-all)
Single CTA · plain-English action verb

EmailDTC · Solo entrepreneurs

Quote saved

Subject: Your Olli quote is saved

Preheader: Pick up where you left off — your quote is locked for 30 days.

We saved your quote. It's locked at the price you saw for the next 30 days, so you can come back whenever you're ready.

Questions before you buy? Reply to this email — a licensed person on our team will walk you through it.

— The Olli Team

Review my quotehttps://olli.insure/quote/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

EmailDTC · Solo entrepreneurs

Quote expiring in 3 days

Subject: Your Olli quote expires in 3 days

Preheader: Lock today's price before it refreshes.

Heads up — the quote we saved for you expires in 3 days. After that the price may change with the market.

If the quote still works, you can bind coverage in a couple of minutes. If not, reply and we'll adjust it.

— The Olli Team

Bind my coveragehttps://olli.insure/quote/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

SMSDTC · Solo entrepreneurs

Quote expiring (SMS)

Olli: Your quote expires in 3 days. Lock today's price: https://olli.insure/q/xxx Reply STOP to opt out, HELP for help.

Deliverability guardrails for this card

A2P 10DLC registered sender + campaign vetted
Prior express consent on file (TCPA)
Sender prefix 'Olli:' · single segment preferred
'Reply STOP to opt out, HELP for help' on first message
No URL shorteners · branded olli.insure short path only
Quiet hours respected (9pm–8am recipient local time)

EmailDTC · Solo entrepreneurs

Abandoned application

Subject: Pick up where you left off

Preheader: Your application is saved. Two minutes finishes it.

You started an application and got pulled away — totally normal. Your answers are saved and you're about two minutes from a bindable quote.

If something tripped you up, reply to this email and we'll unstick it.

— The Olli Team

Finish my applicationhttps://olli.insure/apply/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

Policy Lifecycle

Bind, endorse, renew, cancel, non-renew.

13 templates

DTC variants

EmailDTC · Solo entrepreneurs

Policy bound + declarations

Subject: Your policy is active — declarations attached

Preheader: Coverage starts [Effective Date]. Documents are in your account.

Your [Coverage Type] policy is active. The declarations page, ID card, and full policy form are saved to your account and attached to this email as PDFs.

Effective [Effective Date] through [Expiration Date]. Policy number [Policy Number].

Keep this email for your records — most landlords, clients, and platforms will accept the attached COI.

— The Olli Team

Open my documentshttps://olli.insure/account/documents

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Certificate of Insurance (COI) issued

Subject: Your Certificate of Insurance is ready

Preheader: COI for [Certificate Holder] attached and saved to your account.

Your Certificate of Insurance is ready. The PDF is attached and a copy is saved in your account.

Certificate holder: [Certificate Holder]
Effective: [Effective Date]
Policy: [Policy Number]

Need it sent directly to the holder, or a different format? Reply to this email and we'll handle it.

— The Olli Team

Download COIhttps://olli.insure/account/coi/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Endorsement confirmation

Subject: Your policy change is in effect

Preheader: Endorsement effective [Effective Date]. Updated documents attached.

Your policy change is in effect as of [Effective Date].

What changed: [Plain-English summary of endorsement]
Premium impact: [+/-$X annualized]

The updated declarations page is attached and saved to your account.

— The Olli Team

View updated policyhttps://olli.insure/account

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Mid-term cancellation confirmation

Subject: Your policy is cancelled — confirmation

Preheader: Effective [Cancellation Date]. Refund details below.

Your [Coverage Type] policy is cancelled, effective [Cancellation Date] at 12:01 AM.

Refund: [Refund Amount], back to the card on file within 5–10 business days.
Reason on file: [Reason]

If this isn't right, reply within 10 days and we'll review it. Otherwise, this confirms the change.

— Olli

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Reinstatement

Subject: Your policy is reinstated

Preheader: Coverage is active again, effective [Reinstatement Date].

Good news — your [Coverage Type] policy is reinstated, effective [Reinstatement Date].

There was a gap between [Lapse Date] and [Reinstatement Date]. Anything that happened during that gap isn't covered. Going forward, you're back in force.

— The Olli Team

View my policyhttps://olli.insure/account

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

Letter / PDFDTC · Solo entrepreneursLegal / Regulatory

Non-renewal notice (letter)

[Date]

[Customer Name]
[Address]

Re: Notice of Non-Renewal — Policy [Policy Number]

Dear [Customer Name],

This letter is your formal notice that your [Coverage Type] policy with Olli, effective [Effective Date] through [Expiration Date], will not be renewed on the expiration date.

Reason for non-renewal: [State-permissible reason in plain English].

This notice is provided in compliance with [State] Insurance Code § [Citation], which requires [N] days' advance notice.

You have the right to request a written explanation of the underwriting decision, and the right to appeal to your state Department of Insurance. Contact information is on the next page.

We can help you find replacement coverage — reply to this letter or email support@olli.insure within 14 days.

Sincerely,
Olli Insurance Services, LLC
Licensed in [State], License #[License]

Why this is legally required: Required by state insurance code. Days of advance notice vary by state and line of business — check your filings.

Deliverability guardrails for this card

Mailed first-class with proof of delivery where required by state
Includes policy number, effective date, and the legal cite
Plain-English summary at top · legal text below
Copy retained in customer account documents
Olli return address + licensed-producer line in footer

EmailDTC · Solo entrepreneurs

Renewal reminder — 60 days

Subject: Your renewal is 60 days out

Preheader: Here's what's changing and what you can do now.

Your [Coverage Type] policy renews on [Renewal Date], 60 days from now.

At today's pricing, your new annual premium would be [$New Premium] (was [$Current]). If you want to look at higher or lower limits before then, now's a good time.

Nothing to do today unless you want changes — autopay will handle the renewal.

— The Olli Team

Review renewalhttps://olli.insure/account/renewal

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

EmailDTC · Solo entrepreneurs

Renewal reminder — 30 days

Subject: Renewal in 30 days — anything to change?

Preheader: Confirm your renewal or adjust coverage before [Renewal Date].

Your renewal is 30 days out. New annual premium: [$New Premium], effective [Renewal Date].

If nothing's changed in your business — same revenue, same operations, same address — autopay handles it. If something has changed, update us so the coverage matches.

— The Olli Team

Update or confirmhttps://olli.insure/account/renewal

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

EmailDTC · Solo entrepreneurs

Renewal reminder — 7 days

Subject: Renewal in 7 days

Preheader: [$New Premium] charges on [Renewal Date] unless you change it.

Last reminder before renewal. On [Renewal Date] we'll charge [$New Premium] to the card on file and your new policy term starts the same day.

If you want to cancel, downgrade, or upgrade, do it before [Renewal Date – 1].

— The Olli Team

Manage renewalhttps://olli.insure/account/renewal

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

PushDTC · Solo entrepreneurs

Renewal in 7 days (push)

Title: Renewal in 7 days

[$New Premium] charges [Renewal Date]. Tap to review or change coverage.

Open renewal/account/renewal

Deliverability guardrails for this card

Title ≤ 30 chars · body ≤ 100 chars
Deep link to the exact in-app destination
Sent under correct notification category/channel
Transactional only unless explicit marketing opt-in
No PII or codes in visible body

EmailDTC · Solo entrepreneurs

Renewed — confirmation

Subject: You're renewed — new term starts today

Preheader: Updated declarations attached. Coverage continues uninterrupted.

Your [Coverage Type] policy is renewed. New term: [Effective Date] through [Expiration Date]. Premium: [$Amount], charged to the card ending in [last4].

Updated declarations and ID card are attached and saved to your account.

— The Olli Team

View renewed policyhttps://olli.insure/account

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Rate change explanation

Subject: Your renewal price changed — here's why

Preheader: Plain-English breakdown of what moved your premium.

Your renewal premium changed from [$Old] to [$New]. We don't like surprise pricing, so here's what moved it:

• [Driver 1, e.g. updated revenue]: [$ impact]
• [Driver 2, e.g. state-approved rate change]: [$ impact]
• [Driver 3, e.g. claims history]: [$ impact]

If any of those numbers are wrong, reply to this email and we'll requote.

— The Olli Team

Review renewalhttps://olli.insure/account/renewal

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

B2B2C variants

EmailB2B2C · Partner / End user

Policy bound (B2B2C end user)

Subject: Your [Partner Name] coverage is active

Preheader: Policy and ID card are ready inside [Partner Name].

Your [Partner Name] coverage is active. Your policy documents and ID card are ready in your [Partner Name] account.

Effective [Effective Date] through [Expiration Date]. Policy number [Policy Number].

Insurance for [Partner Name] is provided by Olli. Questions? Reply here — a real person reads it.

— [Partner Name] Support, provided by Olli

View my coveragehttps://olli.insure/account

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

Billing & Payments

Receipts, autopay, failures, refunds.

10 templates

EmailDTC · Solo entrepreneurs

Payment receipt

Subject: Receipt: [$Amount] payment to Olli

Preheader: Paid [Date] · card ending [last4] · policy [Policy Number]

Thanks — we received your payment.

Amount: [$Amount]
Date: [Date]
Method: card ending [last4]
Policy: [Policy Number]

A PDF receipt is attached for your records.

— Olli

View payment historyhttps://olli.insure/account/billing

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Upcoming autopay charge

Subject: Heads up: [$Amount] autopay on [Date]

Preheader: Card ending [last4] · policy [Policy Number]

Your autopay charge is scheduled.

Amount: [$Amount]
Date: [Date]
Method: card ending [last4]

If the card needs updating, do it before [Date – 1] to avoid a failed payment.

— Olli

Update payment methodhttps://olli.insure/account/billing

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Payment failed

Subject: We couldn't process your payment

Preheader: Update your card to keep your coverage active.

The [$Amount] charge to the card ending [last4] didn't go through. Reason from the bank: [Reason].

Fix it in your billing settings and we'll retry within 24 hours. If we can't collect, your policy may lapse on [Cancellation Date] — we'll send a separate notice before that happens.

— Olli

Update paymenthttps://olli.insure/account/billing

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

SMSDTC · Solo entrepreneurs

Payment failed (SMS)

Olli: Your [$Amount] payment didn't go through. Update card to keep coverage active: https://olli.insure/b/xxx Account-service msg — opt-out exempt; reply HELP for help.

Deliverability guardrails for this card

A2P 10DLC registered sender + campaign vetted
Sender prefix 'Olli:' on first line
Single segment (≤ 160 GSM-7 chars) preferred
No URL shorteners · branded olli.insure short path only
Transactional — opt-out exempt notice included
HELP / STOP keywords auto-handled

In-appDTC · Solo entrepreneurs

Payment failed (in-app)

Title: Update your payment method

Your [$Amount] charge didn't go through. Fix the card on file to keep your coverage active.

Update card/account/billing

Deliverability guardrails for this card

Frequency cap documented · dismissible
Does not block the primary task
Targeted by segment (never broadcast-to-all)
Single CTA · plain-English action verb

EmailDTC · Solo entrepreneurs

Past-due / pending cancellation

Subject: Your policy may cancel on [Cancellation Date]

Preheader: Pay [$Amount Due] to keep your coverage in force.

Your account is past due. Without payment of [$Amount Due] by [Cancellation Date], your [Coverage Type] policy will cancel for non-payment.

If cancelled, anything that happens after [Cancellation Date] won't be covered. Pay or update your card today to avoid a gap.

— Olli

Pay nowhttps://olli.insure/account/billing

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

Letter / PDFDTC · Solo entrepreneursLegal / Regulatory

Notice of cancellation for non-payment (letter)

[Date]

[Customer Name]
[Address]

Re: Notice of Cancellation for Non-Payment — Policy [Policy Number]

Dear [Customer Name],

This letter is your formal notice that your [Coverage Type] policy will be cancelled effective [Cancellation Date] at 12:01 AM for non-payment of premium in the amount of [$Amount Due].

To prevent cancellation, payment must be received by [Cure Date]. Pay online at https://olli.insure/account/billing, by phone at [Phone], or by mail to the address below.

This notice is provided in compliance with [State] Insurance Code § [Citation], which requires [N] days' advance notice for cancellation for non-payment.

If coverage is cancelled, you may reapply, but reinstatement is not guaranteed and a coverage gap will exist.

Sincerely,
Olli Insurance Services, LLC
Licensed in [State], License #[License]

Why this is legally required: Notice period for non-payment cancellation is state-specific (commonly 10 days). Confirm against your state filings.

Deliverability guardrails for this card

Mailed first-class with proof of delivery where required by state
Includes policy number, effective date, and the legal cite
Plain-English summary at top · legal text below
Copy retained in customer account documents
Olli return address + licensed-producer line in footer

EmailDTC · Solo entrepreneurs

Refund issued

Subject: Refund of [$Amount] is on its way

Preheader: Posted to card ending [last4]. 5–10 business days.

Your refund of [$Amount] is processed and on its way back to the card ending [last4]. Most banks post it within 5–10 business days.

Reason: [Plain-English reason, e.g. mid-term cancellation, premium adjustment].

— Olli

View transactionhttps://olli.insure/account/billing

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Payment method expiring

Subject: Your card on file expires this month

Preheader: Add a new card to keep autopay running.

The card ending [last4] expires [MM/YY]. Add a new card before your next charge on [Next Charge Date] so autopay keeps your coverage in force.

— Olli

Update cardhttps://olli.insure/account/billing

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

PushDTC · Solo entrepreneurs

Card expiring (push)

Title: Card on file expires soon

Card ending [last4] expires this month. Tap to update.

Update/account/billing

Deliverability guardrails for this card

Title ≤ 30 chars · body ≤ 100 chars
Deep link to the exact in-app destination
Sent under correct notification category/channel
Transactional only unless explicit marketing opt-in
No PII or codes in visible body

Claims

Intake to close, every customer-facing touchpoint.

10 templates

DTC variants

EmailDTC · Solo entrepreneurs

Claim received

Subject: We received your claim — #[Claim Number]

Preheader: An adjuster will be assigned within 1 business day.

We have your claim. Here's what happens next.

Claim number: [Claim Number]
Received: [Date]
Incident date: [Incident Date]

An adjuster will be assigned within 1 business day and reach out to you directly. You can track status anytime in your account.

— Olli Claims

Track this claimhttps://olli.insure/account/claims/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Adjuster assigned

Subject: [Adjuster Name] is on your claim

Preheader: Direct line and email below. Expect contact within 24 hours.

[Adjuster Name] is your claims adjuster for claim #[Claim Number].

Direct: [Phone]
Email: [Adjuster Email]

They'll reach out within 24 hours to walk through the next steps. If you don't hear from them by then, reply here and we'll escalate.

— Olli Claims

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Documents requested

Subject: We need a few documents to move your claim forward

Preheader: Upload directly from your phone — takes about 5 minutes.

To keep claim #[Claim Number] moving, we need:

• [Document 1]
• [Document 2]
• [Document 3]

Upload directly from your account — photos from your phone are fine. We'll review within 1 business day of receiving everything.

— Olli Claims

Upload documentshttps://olli.insure/account/claims/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

SMSDTC · Solo entrepreneurs

Documents requested (SMS)

Olli: Claim #[Claim Number] needs docs to proceed. Upload from your phone: https://olli.insure/c/xxx Account-service msg — opt-out exempt.

Deliverability guardrails for this card

A2P 10DLC registered sender + campaign vetted
Sender prefix 'Olli:' on first line
Single segment (≤ 160 GSM-7 chars) preferred
No URL shorteners · branded olli.insure short path only
Transactional — opt-out exempt notice included
HELP / STOP keywords auto-handled

EmailDTC · Solo entrepreneurs

Claim status update

Subject: Claim #[Claim Number] update

Preheader: Now in [Status]. Next step: [Next Step].

Quick update on claim #[Claim Number].

Status: [Status]
What just happened: [Plain-English summary]
What's next: [Next Step], expected by [Date]

You don't need to do anything right now unless we ask. Track anytime in your account.

— Olli Claims

View claimhttps://olli.insure/account/claims/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

PushDTC · Solo entrepreneurs

Claim status (push)

Title: Claim update

Claim #[Claim Number] is now [Status]. Tap for details.

Open claim/account/claims/xxx

Deliverability guardrails for this card

Title ≤ 30 chars · body ≤ 100 chars
Deep link to the exact in-app destination
Sent under correct notification category/channel
Transactional only unless explicit marketing opt-in
No PII or codes in visible body

EmailDTC · Solo entrepreneurs

Claim decision

Subject: Decision on claim #[Claim Number]

Preheader: [Approved / Partially approved / Denied] — details inside.

We've made a decision on claim #[Claim Number].

Decision: [Approved / Partially approved / Denied]
Covered amount: [$Amount]
Reason: [Plain-English explanation]

If approved, payment will be issued per the next message. If denied or partially approved, you have the right to appeal — instructions are attached and in your account.

— Olli Claims

View decisionhttps://olli.insure/account/claims/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Claim payment issued

Subject: Payment of [$Amount] for claim #[Claim Number]

Preheader: Sent to [Method]. Arrives within [Window].

Your claim payment is on its way.

Amount: [$Amount]
Method: [ACH / check / card]
Expected arrival: [Window]

Less any deductible or coinsurance you owed: [$Deductible].

— Olli Claims

View paymenthttps://olli.insure/account/claims/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

EmailDTC · Solo entrepreneurs

Claim closed

Subject: Claim #[Claim Number] is closed

Preheader: Final summary attached. Reopen anytime within [N] days.

Claim #[Claim Number] is now closed. A full summary PDF is attached and saved to your account.

If something new comes up related to this claim, you can reopen it within [N] days by replying to this email.

Thanks for working with us through this.

— Olli Claims

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

B2B2C variants

EmailB2B2C · Partner / End user

Claim received (B2B2C end user)

Subject: Your [Partner Name] claim is open — #[Claim Number]

Preheader: An adjuster will reach out within 1 business day.

Your claim under your [Partner Name] coverage is open. An adjuster will be assigned within 1 business day.

Claim number: [Claim Number]
Incident date: [Incident Date]

Insurance for [Partner Name] is provided by Olli. Track status anytime in your [Partner Name] account.

— [Partner Name] Support, provided by Olli

Track claimhttps://olli.insure/account

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

Compliance & Legal

State-required notices and regulatory disclosures.

4 templates

DTC variants

Letter / PDFDTC · Solo entrepreneursLegal / Regulatory

State-required cancellation notice (letter)

[Date]

[Customer Name]
[Address]

Re: Notice of Cancellation — Policy [Policy Number]

Dear [Customer Name],

This letter serves as formal notice that your [Coverage Type] policy is being cancelled, effective [Cancellation Date] at 12:01 AM.

Reason for cancellation: [State-permissible reason]
Statutory citation: [State] Insurance Code § [Citation]
Advance notice provided: [N] days

You have the right to:
• Request a written explanation of the cancellation decision
• Appeal to the [State] Department of Insurance: [DOI Phone / URL]
• Receive any unearned premium refund within [N] days

Sincerely,
Olli Insurance Services, LLC
Licensed in [State], License #[License]

Why this is legally required: Required by state insurance code for any non-payment or underwriting cancellation. Notice period and content requirements vary by state.

Deliverability guardrails for this card

Mailed first-class with proof of delivery where required by state
Includes policy number, effective date, and the legal cite
Plain-English summary at top · legal text below
Copy retained in customer account documents
Olli return address + licensed-producer line in footer

Letter / PDFDTC · Solo entrepreneursLegal / Regulatory

Adverse action notice (letter)

[Date]

[Customer Name]
[Address]

Re: Notice of Adverse Action

Dear [Customer Name],

This notice informs you that an adverse action has been taken on your application or policy with Olli, based in whole or in part on information contained in a consumer report.

Action taken: [Declined / Rated up / Non-renewed]
Consumer reporting agency used: [CRA Name], [CRA Address], [CRA Phone], [CRA URL]

The CRA did not make the decision and cannot explain it. Under the Fair Credit Reporting Act, you have the right to:
• Obtain a free copy of your consumer report from the CRA within 60 days
• Dispute the accuracy or completeness of any information in the report directly with the CRA

If you have questions about the underwriting decision itself, contact us at support@olli.insure.

Sincerely,
Olli Insurance Services, LLC

Why this is legally required: Required under the Fair Credit Reporting Act (FCRA) and state equivalents whenever a consumer report contributes to declining, rating, or non-renewing.

Deliverability guardrails for this card

Mailed first-class with proof of delivery where required by state
Includes policy number, effective date, and the legal cite
Plain-English summary at top · legal text below
Copy retained in customer account documents
Olli return address + licensed-producer line in footer

EmailDTC · Solo entrepreneurs

Privacy / terms update

Subject: Updates to our Privacy Policy and Terms

Preheader: Plain-English summary of what changed and what it means for you.

We updated our Privacy Policy and Terms of Service, effective [Effective Date].

What changed, in plain English:
• [Change 1]
• [Change 2]
• [Change 3]

Nothing you need to do — your account and coverage continue as normal. Full text of both documents is on our site.

— Olli

Read the full updatehttps://olli.insure/legal

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

B2B2C variants

EmailB2B2C · Partner / End user

1099 tax document available (partner)

Subject: Your [Tax Year] 1099 from Olli is ready

Preheader: Download from your partner dashboard. Filed with the IRS.

[Partner Name]: your [Tax Year] Form 1099-NEC from Olli is ready in your partner dashboard. We filed the same form with the IRS on [Filing Date].

Total commissions reported: [$Amount]

If anything looks wrong, reply to this email by [Correction Deadline] so we can issue a correction.

— Olli Partner Operations

Download 1099https://olli.insure/partners/tax-documents

Deliverability guardrails for this card

Subject ≤ 50 chars · plain-English
Preheader 60–90 chars
Plain-text alternative shipped
List-Unsubscribe header + visible link
Physical address + company legal line in footer
SPF / DKIM / DMARC aligned · From: partners@olli.insure
Co-branded header: partner logo left, 'Insurance by Olli' right
Named partner manager as next contact

Partner / B2B2C

Partner-facing and co-branded end-user messages.

6 templates

EmailB2B2C · Partner / End user

Partner invite

Subject: [Inviter Name] invited you to Olli for [Partner Name]

Preheader: Accept to access your partner dashboard and API keys.

[Inviter Name] added you to the [Partner Name] Olli workspace.

What you get: partner dashboard access, API keys, embedded-flow controls, and the partner performance report.

Accept the invite to set your password and sign in.

— Olli Partner Team

Accept invitehttps://olli.insure/partners/invite/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · plain-English
Preheader 60–90 chars
Plain-text alternative shipped
List-Unsubscribe header + visible link
Physical address + company legal line in footer
SPF / DKIM / DMARC aligned · From: partners@olli.insure
Co-branded header: partner logo left, 'Insurance by Olli' right
Named partner manager as next contact

EmailB2B2C · Partner / End user

Partner onboarding

Subject: Welcome to Olli, [Partner Name] — here's your launch path

Preheader: Three steps to your first embedded quote.

Welcome aboard. Three steps to your first embedded quote:

1. Grab your sandbox API keys from the dashboard.
2. Drop our embed snippet into your application flow.
3. Run a test quote and ping your partner manager [Manager Name] for review.

Most partners are live in under two weeks. We're here for any of it.

— [Manager Name], Olli Partner Team

Open partner dashboardhttps://olli.insure/partners

Deliverability guardrails for this card

Subject ≤ 50 chars · plain-English
Preheader 60–90 chars
Plain-text alternative shipped
List-Unsubscribe header + visible link
Physical address + company legal line in footer
SPF / DKIM / DMARC aligned · From: partners@olli.insure
Co-branded header: partner logo left, 'Insurance by Olli' right
Named partner manager as next contact

EmailB2B2C · Partner / End user

Embedded handoff confirmation (co-branded)

Subject: Your [Partner Name] coverage is ready to review

Preheader: Coverage details and binding are inside [Partner Name].

Hi [First Name],

Your quote from [Partner Name] is ready. The coverage was built for what you do — review the details and bind directly inside [Partner Name].

Insurance for [Partner Name] is provided by Olli, a licensed insurance services company.

— [Partner Name], with Olli

Review my quotehttps://olli.insure/handoff/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · plain-English
Preheader 60–90 chars
Plain-text alternative shipped
List-Unsubscribe header + visible link
Physical address + company legal line in footer
SPF / DKIM / DMARC aligned · From: partners@olli.insure
Co-branded header: partner logo left, 'Insurance by Olli' right
Named partner manager as next contact

EmailB2B2C · Partner / End user

Monthly performance / commission statement

Subject: [Partner Name] [Month] statement is ready

Preheader: Policies, premium, and commission for the month.

[Partner Name]: your [Month] statement is in the dashboard.

New policies: [N]
Written premium: [$Premium]
Commission earned: [$Commission]
Payout date: [Date]

Full breakdown and CSV export are in the partner dashboard.

— [Manager Name], Olli Partner Team

View statementhttps://olli.insure/partners/statements

Deliverability guardrails for this card

Subject ≤ 50 chars · plain-English
Preheader 60–90 chars
Plain-text alternative shipped
List-Unsubscribe header + visible link
Physical address + company legal line in footer
SPF / DKIM / DMARC aligned · From: partners@olli.insure
Co-branded header: partner logo left, 'Insurance by Olli' right
Named partner manager as next contact

EmailB2B2C · Partner / End user

API key / webhook failure alert

Subject: Webhook delivery failing for [Partner Name]

Preheader: [N] failed attempts in the last hour. Action may be needed.

Heads up — webhook deliveries to [Partner Name] are failing.

Endpoint: [URL]
Failure window: [Start UTC] to [End UTC]
Attempts: [N]
Last response: [Status code] [Message]

We're retrying with exponential backoff for the next 24 hours. If the endpoint isn't fixed by then, events will be marked failed and we'll page your partner manager.

— Olli Platform

View webhook logshttps://olli.insure/partners/webhooks

Deliverability guardrails for this card

Subject ≤ 50 chars · plain-English
Preheader 60–90 chars
Plain-text alternative shipped
List-Unsubscribe header + visible link
Physical address + company legal line in footer
SPF / DKIM / DMARC aligned · From: partners@olli.insure
Co-branded header: partner logo left, 'Insurance by Olli' right
Named partner manager as next contact

SMSB2B2C · Partner / End user

Webhook failing (SMS, on-call)

Olli: [Partner Name] webhook failing — [N] errors in the last hour. Logs: https://olli.insure/p/wh Account-service msg — opt-out exempt.

Deliverability guardrails for this card

A2P 10DLC registered sender + campaign vetted
Sender prefix 'Olli:' on first line
Single segment (≤ 160 GSM-7 chars) preferred
No URL shorteners · branded olli.insure short path only
Transactional — opt-out exempt notice included
HELP / STOP keywords auto-handled

Growth & Engagement

Referrals, education, NPS, win-back.

8 templates

EmailDTC · Solo entrepreneurs

Referral invite

Subject: Know another solo who needs insurance?

Preheader: You both get [$Reward] when they bind their first policy.

If you know another freelancer or solo who's winging it without coverage, send them your referral link. When they bind their first policy, you both get [$Reward].

No limits, no fine print beyond what's on the link.

— The Olli Team

Get my referral linkhttps://olli.insure/account/refer

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

EmailDTC · Solo entrepreneurs

Referral reward earned

Subject: [$Reward] is yours — [Friend First Name] is covered

Preheader: Reward credited to your account. Thanks for the introduction.

[Friend First Name] just bound their first policy with Olli. Your [$Reward] credit is on your account and will apply to your next renewal.

Genuinely — thanks for sending them our way.

— The Olli Team

View my credithttps://olli.insure/account/billing

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

In-appDTC · Solo entrepreneurs

Referral reward earned (in-app)

Title: You earned [$Reward]

[Friend First Name] bound their first policy. Your credit is live and applies to your next renewal.

View credit/account/billing

Deliverability guardrails for this card

Frequency cap documented · dismissible
Does not block the primary task
Targeted by segment (never broadcast-to-all)
Single CTA · plain-English action verb

EmailDTC · Solo entrepreneurs

Cross-sell suggestion

Subject: You might want [Coverage Type] too

Preheader: Why we think it fits — and how to skip if it doesn't.

You're covered for [Existing Coverage]. Based on what you do, [Suggested Coverage] usually pairs with it because [Plain-English reason].

Not interested? No problem — ignore this email and we won't keep nudging.

— The Olli Team

See if it fitshttps://olli.insure/products/[suggested]

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

In-appDTC · Solo entrepreneurs

Cross-sell suggestion (in-app)

Title: Consider [Suggested Coverage]

Most solos doing [Activity] add this alongside their [Existing Coverage]. Worth a 60-second look.

See if it fits/products/[suggested]

Deliverability guardrails for this card

Frequency cap documented · dismissible
Does not block the primary task
Targeted by segment (never broadcast-to-all)
Single CTA · plain-English action verb

EmailDTC · Solo entrepreneurs

Insurance 101 drip (solo edition)

Subject: Insurance, in plain English — Part 1

Preheader: What 'general liability' actually covers, in 3 minutes.

Most insurance writing is built for insurance people. This series isn't.

Today: general liability. What it actually covers, what it doesn't, and when a solo entrepreneur needs it.

[Short, plain-English explanation, ~150 words.]

Next week: professional liability vs. E&O. If you want to skip the series, the link is at the bottom.

— The Olli Team

Read the full guidehttps://olli.insure/learn/general-liability

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

EmailDTC · Solo entrepreneurs

NPS / review request

Subject: Two questions, 10 seconds

Preheader: How did we do? Your answer changes what we build next.

Two questions, no tricks:

1. On a 0–10 scale, would you recommend Olli to another solo?
2. Why?

Reply to this email or tap below. Real humans read every answer — and they shape what we build next.

— The Olli Team

Give a scorehttps://olli.insure/feedback/nps

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

EmailDTC · Solo entrepreneurs

Win-back for churned users

Subject: If anything's changed, we can take another look

Preheader: Your account is still here. Requote anytime.

You cancelled your Olli coverage a while back. If anything's changed about your business — new revenue, new clients, a contract that requires coverage — we can requote in a couple of minutes.

No pressure. Your account is still here when you need it.

— The Olli Team

Requote my coveragehttps://olli.insure/quote

Deliverability guardrails for this card

Subject ≤ 50 chars · no ALL CAPS · no spammy punctuation
Preheader 60–90 chars · written intentionally
Plain-text alternative shipped (multipart/alternative)
≥ 60% text-to-image ratio · descriptive alt text
List-Unsubscribe header + one-click + visible footer link
Physical mailing address + 'why you're getting this' line
SPF / DKIM / DMARC aligned on olli.insure
From: hello@olli.insure (monitored) · never noreply@
Links on olli.insure or branded tracking subdomain
Dark-mode safe colors · honors sunset/suppression policy

Operational / Transactional

2FA, appointments, signatures.

4 templates

SMSDTC · Solo entrepreneurs

2FA code (SMS)

Olli: Your sign-in code is 123456. Expires in 10 min. Do not share. Account-service msg — opt-out exempt; reply HELP for help.

Deliverability guardrails for this card

A2P 10DLC registered sender + campaign vetted
Sender prefix 'Olli:' on first line
Single segment (≤ 160 GSM-7 chars) preferred
No URL shorteners · branded olli.insure short path only
Transactional — opt-out exempt notice included
HELP / STOP keywords auto-handled

EmailDTC · Solo entrepreneurs

Appointment reminder with licensed agent

Subject: Your call with [Agent Name] is tomorrow

Preheader: [Date] at [Time, Timezone] · [Duration] minutes

Quick reminder — you have a call with [Agent Name], one of our licensed insurance pros, tomorrow.

When: [Date] at [Time, Timezone]
Length: [Duration] minutes
Where: [Meeting Link]

If you need to reschedule, the link below has open times. Otherwise, see you then.

— Olli

Reschedulehttps://olli.insure/account/appointments/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells

SMSDTC · Solo entrepreneurs

Appointment reminder (SMS)

Olli: Reminder — call with [Agent First Name] tomorrow at [Time TZ]. Join: https://olli.insure/a/xxx Account-service msg — opt-out exempt.

Deliverability guardrails for this card

A2P 10DLC registered sender + campaign vetted
Sender prefix 'Olli:' on first line
Single segment (≤ 160 GSM-7 chars) preferred
No URL shorteners · branded olli.insure short path only
Transactional — opt-out exempt notice included
HELP / STOP keywords auto-handled

EmailDTC · Solo entrepreneurs

E-signature document request

Subject: [Document Name] is ready for your signature

Preheader: About 2 minutes. No printer needed.

[Document Name] is ready for your signature. It takes about two minutes from your phone — no printing, no scanning.

If you'd like to read it first, the unsigned PDF is attached. Sign-here tags are clearly marked when you open the link.

— Olli

Review and signhttps://olli.insure/sign/xxx

Deliverability guardrails for this card

Subject ≤ 50 chars · states the action clearly
Preheader explains what changed · 60–90 chars
Plain-text alternative shipped (multipart/alternative)
Footer: physical address + security notice (no marketing unsubscribe)
SPF / DKIM / DMARC aligned on olli.insure
From: no-reply@olli.insure with monitored reply-to
Links on olli.insure · no third-party shorteners
No marketing CTAs · no upsells