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Email notifications

When setting up email notifications in BriteCore, you can direct emails to:

A specific set of contacts.
A specific contact on an agency-by-agency basis.

Email notifications for policy lifecycle events

BriteCore offers email notifications for policy lifecycle events. You can set most of the email notifications (with the exception of Deliverables) in Advanced Settings under admin-alerts.

To view available admin-alerts:

In the BriteCore menu, select Settings.
In the Settings menu, select Advanced.
In the Settings Sections list, select admin-alerts.

Note: BriteCore also offers Events, which allows you to create an event/trigger. For more information, refer to the Events documentation.

Email notification summaries

The tables and diagrams below provide summaries of the email notifications available in BriteCore.

Contacts


Trigger	Sent to
Failed Email Transmission	Email provided in the failedEmailTransmission setting
System-Generated Email Reply-To	Same email address as BriteAuth

Policies/Quote

The diagram below illustrates a typical policy lifecycle. The payment-related notifications are listed under Billing.


Trigger	Sent to	Content
Underwriting required	The general underwriter (UW) mailbox (example: uw@cover.com) and any UW who has been assigned to work the quote.	Email subject: “Underwriter Review Required”Email body: “You have been assigned to review the following quote: {quote-number}, {product name}, {named insureds}”. Includes {hyperlink to quote}.
STP approved	The general UW mailbox (example: uw@cover.com) and any UW who has been assigned to work the quote.	Email subject: “Quote Approved” Email body: “The following quote has been approved: {quote-number}, {product name}, {named insureds}”. Includes {hyperlink to quote}.
STP declined	The general UW mailbox (example: uw@cover.com) and any UW who has been assigned to work the quote.	Email subject: “Quote Declined” Email body: “The following quote has been declined: {quote-number}, {product name}, {named insureds}”. Includes {hyperlink to quote}.
UW approved	Agent and agency email tied to quote.	Email subject: “Quote Approved” Email body: “The following quote has been approved: {quote-number}, {product name}, {named insureds}”. Includes {hyperlink to quote}.
UW declined	Agent and agency email tied to quote.	Email subject: “Quote Declined” Email body: “The following quote has been declined: {quote-number}, {product name}, {named insureds}”. Includes {hyperlink to quote}.
Quote is bound	Agent and agency email tied to quote. Also goes to the general UW mailbox (example: uw@cover.com) and any UW who has been assigned to work the quote.	Email subject: “Quote Bound” Email body: “The following quote has beensuccessfully submitted and bound: {quote-number}, {product name}, {named insureds}”. Includes {hyperlink to quote}.

Claims

The diagram below illustrates a typical claim lifecycle. Payment-related notifications are listed under Billing.


Alert	Description	Email Address
Agent Claim Submitted	When an agent submits an FNOL, or claim, the email is sent to the designated email addresses.	Email Addresses
Claim Submitted	When an agent submits an FNOL, or claim, the email is sent to the designated email addresses.	Email Addresses

Billing


Trigger	Sent to	Content
Non-Sufficient Funds occurring	Emails entered in the settings	Email Subject: BriteCore Administrative Email Body: Non-Sufficient Funds OccurringThe payment of ___ has been marked as NSF on policy ..-….-.. The NSF fee of ___ has been set to be due immediately and the policy will cancel normally if it is not paid.
Deposit Receipt Generated	Emails entered in the settings	Subject: Deposit Receipt GeneratedEmail body: A deposit receipt has been generated in the amount of [Payment Amount].
Non-pay has been updated on an Account History	Emails entered in the settings	Subject: [Email Subject] (Ex: Policy [Policy Number] Auto Pay Failure] Email Body: (Ex: 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 cancelling for non-payment).
Public Payment has been submitted from the Secure Checkout	Emails entered in the settings	Subject: Client Name – Public Payment Submitted User: System Date Time Emaill Body: A public payment in the amount of ___ was made through the secure checkout for the following policies: ___ on [Date] [Time].
Emails to be notified when a policy is successfully committed through Straight Through Processing (STP)	Emails entered in the settings	Subject: (Ex: Policy [Policy Number] has been issued Emaill Body: (Ex: The following policy, VVX-CU-700089, met automated underwriting requirements and has been issued. The declarations page is attached.).
Emails to be notified when a policy did not meet automated requirements needs underwriter review	Emails entered in the settings	Subject: (Ex: Policy [Policy Number] needs underwriter review Emaill Body: (Ex: The following policy,, did not meet automated underwriting requirements and has been sent to underwriting for review.).
Emails to be notified when an Underpayment is applied to a Policy	Emails entered in the settings	Subject: ( (Ex: Policy [Policy Number] Auto Pay Failure] Emaill Body: (Ex: 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 cancelling for non-payment).

Processing


Alert	Description	Email Addresses
Processing Errors	The staff email address indicated here will receive any and all emails related to errors in processing, such as nightly processing errors, Deliverable creation errors, etc.	Specified Email addresses
Failed Check Exports	Sends an email to the designated recipients when return premium (or claim payments) are ready to issue but have to be exported to a general ledger from their respective queues. The email will contain a list of unexported payments.	Specified Email addresses
Print Audit	The Files That Printed For Insurance Company on YYYY-MM-DD email, or Print Hawk report, is configured in BriteCore and details all documents that printed overnight. The email is sent automatically overnight to the identified email address(es).	Specified Email addresses
Month-End XLS Reports	Clients can designate recipients who receive a Report Runner Results: Company Name email when month-end reports complete.	Specified Email addresses
DayCron Report	This report is emailed nightly to contacts in Settings >System Wide >Administrative Alerts >Processing >DayCron Report. Recipients should receive an email between midnight and 2:00 a.m. The email reflects processing that is scheduled to occur the next night. Any action taken during the day can affect what will occur. For example, if a policy scheduled to cancel overnight, due to non-pay, is paid during the day, then the policy will not cancel overnight, as the DayCron report indicates. Within the email, policies are divided into the below categories. If no policies exist for a certain category, that category will not appear: • Automatic Payments: Policies that will automatically withdraw funds • Renewals: Policies that will renew • Recommits: Policies with uncommitted renewal revisions that should be committed • Cancellation Pending / Non-Renewals: Policies that will enter Cancellation Pending for Underwriting or will expire due to non-renewal • Non-Pays: Policies that will enter Cancellation Pending for Non-Pay. If a payment is declined or the processing is interrupted, a policy will enter non-pay. For that reason, policies in the Automatic Payments section also appear in this section. • Cancellations: Policies that will cancel • Files to be Printed: This should be ignored due to advancements with Titanium Blizzard and other areas of code	Specified Email addresses

Deliverables


Deliverable name	Trigger
Declaration	Commit revision (administrator or system).
Installment Billing Statement	Commit revision on a new business policy (administrator). Change billing schedule (administrator). Edit and Reprint an invoice (administrator).
Initial Billing Statement	Commit revision on a renewal policy (administrator or system). Change billing schedule (administrator). Edit and Reprint an invoice (administrator).
Renewal Billing Statement	Commit revision on a policy with an installment billing schedule (administrator or system). Change billing schedule (administrator). Edit and Reprint an invoice (administrator).
Amended Billing Statement	Commit endorsement revision with premium increase (administrator).
Cancellation Billing Statement	Select Cancel Policy button (administrator). This setting must be enabled under the Policy Lifecycle Settings.
Notice of Non-Renewal	Set policy to Non-Renewal, then notification date comes to pass (administrator then system).
Notice of Cancellation	Select the Cancel Policy button (administrator).
Notice of Cancellation Non-Payment of Premium	Invoice due date comes to pass and amount due is above cancellation threshold (system).
Confirmation of Cancellation	Cancel date comes to pass (system).
Notice of Reinstatement	Select Reinstate Policy button (administrator).
Pre-Authorized Payment Schedule	Set up policy on auto-pay (administrator, then system).
Return Premium Notice	Cancel date comes to pass (system). Select the Cancel Policy button and cancel the policy (administrator). Quote Summary: Select the Print Quote Summary button (agent).
Quote Summary	Select Print Quote Summary button (agent).
Policy Application	Select the Print Application button (agent). Select the Submit Application button (agent).
Continuation of Coverage – Non-Pay	Payment is received against a policy in cancellation pending for non-pay (user).
Continuation of Coverage – Other	Select the Reinstate Policy button when a policy is in cancellation pending (administrator).
Reminder Notice – Renewal Billing Offer	Sent in place of the notice of cancellation for non-pay when the invoice due date is reached (system).
Endorsement Summary	The setting Generate_endorsement_summary has to be set to TRUE and the user commits and endorsement revision on policy (administrator).
Payoff Balance Summary	Select Custom Deliverable button on a policy (administrator).
Combined Billing Statement	Policies are linked and invoices for those policies print on the same date (system).
Insured Letter	Select Custom Deliverable button on a policy (administrator).
Loss Notice	Select the Custom Deliverable button on a claim (administrator).
Notification of Property Reinsurance Loss	Select the Custom Deliverable button on a claim (administrator).
Notification of Property Reinsurance Loss	Select the Custom Deliverable button on a policy (administrator).
Insurance Scoring Notification	Select Custom Deliverable button on a policy (administrator).

Deliverables emails

Figure 1: Sample Deliverables email.

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