First,
Set up your email.
For Professional Agents Only.
Basic Agent? It’s recommend you set up an email account specifically for your Surity Select business to keep things organized. (ie: a free Gmail account)
Here’s how...
You can use your Surity email address with most email programs and apps, including Outlook, Apple Mail, Gmail, and others.
When adding your Surity email account, choose IMAP as the account type and use the settings below:
Incoming Mail (IMAP)
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Server: [incoming server]
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Port: 993
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Security: SSL/TLS
Outgoing Mail (SMTP)
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Server: [outgoing server]
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Port: 465
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Security: SSL/TLS
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Authentication: Required
Username: Your full Surity email address
Password: Your email password
Need Help?
Email setup can look a little different depending on the program or device you're using. If you're not sure where to enter these settings, simply search online for: “How to set up an IMAP email account in [your email program]”
For example:
“How to set up an IMAP email account in Outlook”
“How to add an IMAP email account to Apple Mail”
Your email program's current instructions will walk you through the process using the settings above.
Next,
Create your signature.
For ALL Agents.
Finally,
Install your signature.
Once you've generated your personalized Surity Select email signature, follow the instructions below for your preferred email application.
The Signature Generator gives you two options to add your Surity email signature. Choose the option that works best for your email program.
Option 1 — Copy Signature
Use the Copy Signature option directly from the Signature Generator.
Step 1
Generate your signature and click Copy Signature.
Step 2
Open your email program and go to Settings. Find the Signatures section.
Step 3
Create a new signature.
Step 4
Click inside the signature editor and paste your signature.
Mac: Command + V
Windows: Ctrl + V
Step 5
If your email program allows it, set your Surity signature as the default for:
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New messages
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Replies and forwards
Step 6
Save your changes and send yourself a test email.
Option 2 — Download Signature File
Use the Download Signature File option from the Signature Generator.
Step 1
Generate your signature and click Download Signature File.
Step 2
Open the downloaded file in your web browser.
Step 3
Select the entire signature and copy it.
Mac: Command + C
Windows: Ctrl + C
Step 4
Open your email program and go to Settings > Signatures.
Step 5
Create a new signature, delete any placeholder text, and paste your Surity signature.
Step 6
Save your changes and send yourself a test email.
Need Help?
Email programs have different menus and settings. If you're not sure where to find your signature settings, search online for: “How to add an email signature in [your email program]”
For example:
“How to add an email signature in Outlook”
“How to add an email signature in Apple Mail”
The exact steps may vary, but the process is simple: create your signature → copy or download it → add it to your email program → test it.
IMPORTANT
If your signature appears differently than expected, send yourself a test email first. Most formatting issues can be identified and corrected before sending emails to clients.