Settings

Settings

Declined payment mail

Admin alerts

Purpose

With the declined_payment_mail advanced setting in the admin-alerts section, agents can receive an email when an automatic payment on a policy they’re managing is declined during batch processing. Agents can then notify the policyholder of the declined payment.

Requirements

This setting has a True/False toggle button.

Setting default

This setting’s default value is False, so BriteCore doesn’t send an email alert to the agent or create a note when a payment is declined.

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

  1. In the policy with the declined payment, navigate to the Notes tab.
  2. In the All Notes section, verify BriteCore didn’t create the Email Sent: Policy [Policy Number] Auto Pay Failure note.

Change the default

Changing declined_payment_mail to True triggers BriteCore to send email alerts (below) to the agent on the policy for which the payment was declined and create notes in the policy.

Policy [Policy Number] Auto Pay Failure Email

The scheduled payment on [Date] for policy number [Policy Number] in the amount of [Payment Amount]
has been declined by our payment processor. The insured will need to make a payment on this policy
in order to keep the policy active. Failure to apply a payment will result in the policy canceling
for non-payment.

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

  1. In the policy with the declined payment, navigate to the Notes tab.
  2. In the All Notes section, verify BriteCore created the Email Sent: Policy [Policy Number] Auto Pay Failure note.

Adoption considerations

The agent on the policy must have a valid email address saved in their contact profile to receive the email.