Banking & Insurance

When a customer disputes a renewal notice, is your answer proof or a guess?

SendPro runs your policy, claims, payment and alert mail through one managed platform that logs every message individually: full event timeline, raw message data, inbound replies captured against the case. All retained on EU-hosted infrastructure.

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The real challenges banks and insurers face

We’ve helped compliance, IT and operations teams turn scattered, unprovable sending into a single evidence trail. Here’s how.

Email is scattered across several services

Policy, claims, billing, CRM and portal systems each send their own mail. Nobody has one view of what was actually sent.

Application logs stop at “handed to SMTP”

They don’t say delivered, bounced, deferred or rejected, and they can’t reproduce the message as the customer actually received it.

A escalated complaint defaults against you

At the FOS in the UK or Kifid in the Netherlands, the institution carries the burden of showing a communication was sent.

DORA and Schrems II

Every vendor review now asks where customer communication data lives, who can reach it, how it’s governed.

Here is how that changes

1. You

Connect policy admin, claims, billing, CRM and portal systems the way they already work: REST API or SMTP relay. Each becomes its own Source, with its own credentials.

2. Spotler SendPro

Every message becomes a retrievable record: submitted, processed, delivered, deferred, bounced or rejected, with raw headers and content, and replies parsed and routed back.

3. You & Spotler SendPro

When a complaint, an audit or a supervisor’s request lands, compliance or support looks the message up and answers in minutes.

Spotler SendPro features that make this possible

Flexibility is the point: connect the way your stack already works, then log, prove and govern it all in one place.

Email and SMS from one account

One submit call sends an email or an SMS. Fraud alerts pair SMS immediacy with email’s durable record in one audit trail.

Multi-source governance

Every system that sends gets its own Source, credentials and reporting, with governance across multiple brands, domains and entities.

Event timeline and raw data

Every message carries its own history, plus the raw headers and content as sent, ready for evidence production or investigation.

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"Spotler has consistently proven to be a reliable partner for us at Doctolib. We send millions of emails every month, and the service's delivery and speed are excellent. We've experienced very few issues since implementation. It's simple: it works, and that's important when handling critical healthcare communications."

Vincent Boyer Product Manager at Doctolib

Explore recources to dive deeper

Sent or delivered: Do insurers really know what happens to their emails?
SendGrid vs Spotler SendPro: Why European businesses are making the switch
A guide to using Spotler SendPro in the Banking & Insurance industry
Doctolib strengthens the reliability of its email delivery with Spotler SendPro
Email tracking pixels and consent: what European senders need to know in 2026

See Spotler SendPro in action

You open one system. You search by policy number, Source or flow. The record is there: complete, unaltered, exactly as it was sent, with the full event timeline behind it. You export it, attach it to the case file, and the ombudsman complaint is answered in minutes, not weeks. Experience it yourself

Frequently Asked Quesions

Can we prove that a specific renewal or policy notice was actually delivered?

Yes. Every message has its own event timeline (submitted, processed, delivered, deferred, bounced or rejected) plus the raw message data as it was sent, so you can answer an evidence question with a lookup rather than reconstructing it from application logs and template history.

How do our policy admin, claims, billing, CRM and portal systems all send through one governed account?

Each system connects as its own Source, with its own credentials and permissions. Sources stay isolated from each other while sharing the same sender domains, templates and reporting, so a spike in bounces or a broken integration points at the system responsible, not the account as a whole. Governance extends across multiple brands, domains and group entities from the same setup.

A customer replies to a claims email. Does that get captured against the case?

Yes. Inbound replies and submitted documents are parsed and routed into your claims or case system, so the audit trail covers both directions of the correspondence.

Does this help with DORA oversight of our email and SMS supply chain?

SendPro gives you one audited sending layer instead of a long list of relays and unmanaged SMTP connections, with centralised governance across sources, brands and entities. That supports the ICT third-party risk documentation DORA asks for; it does not itself constitute regulatory compliance, which remains your institution’s responsibility.

Is Spotler FSQS-NL qualified?

Yes. Spotler holds the FSQS-NL qualification, the Hellios-run supplier screening system used by Dutch banks, insurers and other financial institutions to vet vendors across roughly twenty domains, including information security, business continuity, GDPR, anti-money-laundering and conduct risk.

If your organisation already uses FSQS-NL for supplier due diligence, our qualification is on file and ready to reference in your own review, which can shorten your procurement cycle considerably.

Where is customer and policy data processed, and does this address Schrems II?

Spotler SendPro is built and hosted in Europe. Message content, recipient data and event logs are processed entirely within the EU, with no cross-border transfer to third countries; removing the transfer impact assessment and supplementary safeguards that a US-processed provider would require.

Is SendPro a fraud-detection or e-signature platform?

No. SendPro is the delivery and logging layer for your regulated email and SMS. It supports evidence and record-keeping obligations, but it is not a fraud-detection engine, a payments or Verification of Payee system, an e-signature platform, or an eIDAS-registered qualified delivery service.

Do you have any other questions?
Please feel free to contact or schedule a demonstration. We will gladly answer all your questions.

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