Enable Default Review Workflow and Custom Approval Email for Quotes

The enable-default-review-workflow setting allows for an automated review and approval email workflow in the quoting process. By setting this option to True, the system will automatically generate an email to notify the agent when a quote is approved by underwriting. Below are the steps to configure and verify this workflow, along with customizing the approval email.

Step 1: Enable Default Review Workflow

1. Set enable-default-review-workflow to True: This activates the automatic review workflow to notify agents upon quote approval.

2. Verify Agent’s Email Address:

   • Go to Contacts in the system.
   • Search for the agent by name.
   • Confirm that a valid email address is mapped in Contact Information under the Email Address to Use in the Notices section. This is required to ensure that approval emails are sent successfully.

Step 2: Configure the Approval Email Message Body

The email message body can be customized to meet specific requirements using the custom-review-setting advanced setting.

1. Access the Advanced Setting:

   • Navigate to Advanced Settings and select the Policies section.
   • Look for the option labeled custom-review-setting.

2. Customize the Email Message Body:

   • In the input box, enter the custom email message template as per your requirements.

   • Use the review state literal for underwriting approvals, UW_REVIEW_APPROVED to specify the approval message.

   • For example, to configure a custom message template, enter the following JSON format:

     json

      

     { "UW_REVIEW_APPROVED": { "msg_template": "Thank you for your submission. Underwriting has reviewed and approved this risk, however, coverage and pricing may have changed." } }

   • This setting allows the administrator to dynamically adjust the email message body. If left blank, a default message will be used.

Example Custom Message Configuration

To set the email message body for quote approval notifications:

• In the Policies section, under the custom-review-setting option, enter the following template:

  json

   

  {"UW_REVIEW_APPROVED": {"msg_template": "Thank you for your submission. Underwriting has reviewed and approved this risk, however, coverage and pricing may have changed."}}

This will send a message to the agent, informing them of the quote approval status along with any specific information included in the message template.