Settings

Settings

Application submitted

Admin alerts

Purpose

With the applicationsubmitted advanced setting in the admin-alerts section, administrators can assign designated recipients to receive email notifications when an agent submits an application in the Agent portal.

Requirements

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

Setting default

This setting’s default value is blank, so BriteCore doesn’t send an email alert when an agent submits an application in the Agent portal.

Change the default

When an administrator adds recipient email addresses to the applicationsubmitted setting, BriteCore sends the designated recipients an email alert when an agent submits an application in the Agent portal. The email alert contains the designated agent, date of submission, time, status (bound or unbound), and submitted policy number.

Submitted Application – 10-2017-1 – [primary named insured] Email

This application has just been submitted [bound or unbound].

View Policy #10-2017-1

Submitted by Agent [agent name] - [agent email]

 Note: Only designated email recipients can verify BriteCore sent an email alert.

Adoption considerations

The applicationsubmitted advanced setting is the same as the Application submitted from BriteQuote administrative alert on the Administrative Alerts screen (Settings > System Wide > Administrative Alerts). If an administrator adds a new email address to one setting, BriteCore automatically updates the other setting to match.

The applicationsubmitted setting works with the Application submitted bound administrative alert to assist a policy processor in distinguishing the workflows of incoming policies.