Settings

Settings

Agent claim submitted

Admin alerts

Purpose

With the agentclaimsubmitted advanced setting in the admin-alerts section, administrators can choose who receives an email alert when an agent submits a claim.

Requirements

This setting requires a list of email addresses separated by commas.

Setting default

This setting’s default value is blank, so BriteCore only sends an email alert to the agent/agency managing the policy being claimed against.

To verify that BriteCore didn’t create a note, complete the following steps:

  1. In the claim, navigate to the Notes tab.
  2. In the All Notes section, verify BriteCore didn’t create the Email Sent: Agent Submitted Claim – [Claim Number] – Policy [Policy Number] note.

Change the default

Adding recipients’ email addresses to agentclaimsubmitted triggers BriteCore to send email alerts (below) to the designated recipients and the agent/agency managing the policy and create notes in the claim when an agent submits a claim.

Agent Submitted Claim – [Claim Number] – Policy [Policy Number] Email

Claim [Claim Number] has just been submitted.

Logged in User: [User Logged into BriteCore]

Reporting Agent: [Agent Contact]

[Hyperlink to Claim]

If you’re not an email notification recipient, complete the following steps to verify BriteCore sent a notification email:

  1. In the claim, navigate to the Notes tab.
  2. In the All Notes section, verify BriteCore created the Email Sent: Agent Submitted Claim – [Claim Number] – Policy [Policy Number] note.

    Note: The To: element of the note should display every email address the administrator added in the agentclaimsubmitted advanced setting and the Agent Claim Submitted administrative alert.

Adoption considerations

The agentclaimsubmitted advanced setting is the same as the Agent Claim Submitted administrative alert on the Administrative Alerts screen (Settings > System Wide > Administrative Alerts). If you add a new email address to one setting, BriteCore updates the other setting to match.

With the claimsubmitted advanced setting and the Claim Submitted administrative alert administrators can choose who receives an email alert when someone other than an agent submits a claim.

The claim-submission-detailed-email advanced setting adds additional content to the claim submitted email, and the claim-submission-includes-deliverables advanced setting adds attachments to the claim submitted email.