Settings

Settings

Claim submission detailed email

Claims

Purpose

With the claim-submission-detailed-email advanced setting, you can enable a more detailed version of the claim submission email to be sent. You can also select to add a list of deliverables to the claim submission email.

Requirements

This setting requires True and False buttons.

Setting default

By default, claim-submission-detailed-email is set to False. When a claim submission email is sent the body looks like this:

Claim <Claim number> has just been submitted.

Logged in User: <Name of logged in user>

Reporting Agent: <Name of reporting agent>

<URL of where claim was submitted>

Changing the default

To change the default, navigate to Settings > Advanced and search for claim-submission-detailed-email. Change the setting to True. When a claim submission email is sent, the body will look like this:

Claim <Claim number> has just been submitted.

Logged in User: <Name of logged in user>

Reporting Agent: <Name of reporting agent>

<URL of where claim was submitted>

Policy Number – <Policy number>

Insured Name – <Name of insured>

Claim Number – <Claim number>

Date of Loss – <Loss Date>

Agent – <Agent/Agency name>

Submitted by – <Name of person who submitted claim>

CONTACT INFORMATION

Best Contact Phone – <Phone number>

Best Contact Email – <Email address>

LOSS SUMMARY

Loss Cause – <Loss causes attached to claim>

Loss Description – <Text from claim’s Description box>

Loss Address – <Loss address>

County – <County of loss address>

Additional Information: <Text from Additional Information box>

If you have elected to add deliverables to the claim submission email, the attachments will appear below the recipient’s email address.

Adoption considerations

The claim-submission-detailed-email advanced setting doesn’t conflict with other advanced settings. To attach deliverables to the claim submission email with the claim-submission-includes-deliverables advanced setting, claim-submission-detailed-email must be set to True.

Additional topics

  • Claim submission includes deliverables