Solutions Exchange | Twilio SendGrid
Solutions Exchange | Twilio SendGrid
Modular Solutions | Admin Module | Client Resource
Purpose
To explain what the Twilio SendGrid integration provides, how workflow-driven email is prepared and delivered from the Modular Solutions platform, and what it means for the teams who rely on those communications.
Overview
The Twilio SendGrid integration helps clients automate workflow-driven email communications directly from the Modular Solutions platform. SendGrid provides enterprise-grade cloud email infrastructure that supports reliable transactional email delivery at scale.
What the Integration Delivers
- Automated emails triggered by workflows and business events
- Template-based communications for consistency and brand alignment
- Reliable delivery of high volumes of emails
- Support for document and attachment delivery where required
- Flexible routing of communications to customers, brokers, or brokerages depending on the workflow
How It Works
| Step | What happens |
|---|---|
| 1. Communication event occurs | The platform triggers an email workflow when a relevant business event takes place, such as a policy update, document generation, quote communication, or billing notice. |
| 2. Email is prepared | Modular Solutions assembles the email content, recipient information, and any required documents or attachments based on the workflow and business context. |
| 3. The email is sent through SendGrid | Modular Solutions sends the completed email to SendGrid, where it is processed and delivered. Message activity and delivery outcomes can be reviewed for visibility into send performance. |
Business Impact
| Benefit | What it means |
|---|---|
| Reliable delivery of system-generated communications | Enterprise-grade email infrastructure handles high volumes of transactional email. |
| Email performance and traceability | Message activity and delivery outcomes can be reviewed for visibility into send performance. |
| Less operational effort managing communications | Emails are triggered automatically by workflows and business events rather than sent by hand. |
| Consistent, branded communications | Templates keep wording and presentation consistent across every communication type. |
In Summary
Within Modular Solutions, the Twilio SendGrid integration is used to support automated business communications such as:
- policy and document notifications
- quote-related communications
- billing and payment notices
- broker or brokerage communications
- workflow-triggered customer updates
- batch operational email delivery
About Twilio SendGrid
Twilio SendGrid is a cloud-based email delivery platform that helps organisations send transactional and high-volume email communications reliably. Its API-based delivery model supports integration into operational systems and workflows, with tools for delivery visibility, reporting, and deliverability support.
Further information: twilio.com/email
Partner Overview
The partner overview below is reproduced in full above, so the content is searchable and readable without opening the images.
Twilio SendGrid partner overview, page 1 of 4.
Twilio SendGrid partner overview, page 2 of 4.
Twilio SendGrid partner overview, page 3 of 4.
Twilio SendGrid partner overview, page 4 of 4.
Status
| Article Status | Published |
| Audience | Partners and Clients |
| Owner | Partner Success, Modular Solutions |
| Last Reviewed | 28 September 2026 |
Version / Sprint Reference
| Module | Admin |
| Partner | Twilio SendGrid |
| Review Frequency | Quarterly, or when the Twilio SendGrid integration changes |
