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:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Advanced.
  3. 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

Policies/Quote

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

Claims

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

Billing

Processing

Deliverables

Deliverables emails


Figure 1: Sample Deliverables email.