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