Settings

Settings

Claim submitted

Admin alerts

Purpose

With the claimsubmitted advanced setting in the admin-alerts section, administrators can choose who receives an email alert when someone other than 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 doesn’t send an email alert or create a note when someone other than an agent submits a claim.

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: [Carrier Name] – New Claim [Claim Number] – Submitted for Policy [Policy Number] for Insured: [Insured Name] note.

Change the default

Adding recipients’ email addresses to claimsubmitted triggers BriteCore to send email alerts (below) to the designated recipients and create notes in the claim when someone other than an agent submits a claim.

Subject: [Carrier Name] – New Claim [Claim Number] – Submitted for Policy [Policy Number] for Insured: [Insured Name]

Claim number [Claim Number] has been submitted for Policy [Policy Number] for Insured: [Insured Name].

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: [Carrier Name] – New Claim [Claim Number] – Submitted for Policy [Policy Number] for Insured: [Insured Name] note.

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

Adoption considerations

The claimsubmitted advanced setting is the same as the 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 agentclaimsubmitted advanced setting and the Agent Claim Submitted administrative alert, administrators can choose who receives an email alert when an agent submits a claim.

The claim-submission-detailed-email advanced setting and the claim-submission-includes-deliverables advanced setting only affect the agentclaimsubmitted and Agent Claim Submitted settings.