Set up electronic payment notifications

When one-time or recurring electronic payments occur, notification of certain situations can be helpful, such as when outside payors make payments in the Secure Checkout, when duplicate payments are made, when a policy is underpaid, and when a payment is declined. It can also be helpful to receive a daily summary of electronic payments. You can set up notifications in the Provider Administrator portal for these instances.

Daily summary notification

You and/or others can receive a daily summary of electronic and sweep payments. Each morning, the recipient(s) you choose will receive an email that summarizes the previous day’s electronic and sweep payments. To set up the daily summary notification:

1. Navigate to Settings > System Wide > Administrative Alerts > Processing.
2. In the Payments box of the Processing section, type the email address(es) of your chosen recipient(s). When you add more than one email address, separate the emails with a comma followed by a space.
3. Select Save.

Payment by outside payor notification

You and/or others can be notified when payments are made by outside payors on the Secure Checkout screen. Each time an outside payor makes a payment on the Secure Checkout screen, an email notification is sent to the designated recipient(s). If you choose to use this notification, it is recommended that you establish a separate email address for these notifications. To set up this notification:

1. Navigate to Settings > System Wide > Administrative Alerts > Policies.
2. In the Public Payment has been Submitted from the Secure Checkout box, type the email address(es) of your chosen recipient(s). When you add more than one email address, separate the emails with a comma followed by a space.
3. Select Save.

Duplicate payment notification

BriteCore is configured to ensure duplicate electronic payments aren’t accepted. Duplicate payments are payments made on the same policy for the same amount within a two-day period. When the system identifies a duplicate payment, the duplicate is automatically denied. You and/or others can be notified when a duplicate electronic payment is made. You can set up duplicate payment notifications by:

1. Navigating to Settings > System Wide > Administrative Alerts > Processing.
2. Select the Alert Agent if a Duplicate Payment has been Denied checkbox.
3. Select Save.

Underpaid policy notification

If administrators are notified when a policy is underpaid, the administrator can work to allow the customer the opportunity to address the underpayment before the policy enters cancellation. You and/or others can be notified when a policy is underpaid. To set up underpaid policy notifications:

1. Navigate to Settings > System Wide > Administrative Alerts > Policies.
2. In the Emails to be notified when an Underpayment is applied to a Policy box, type the email address(es) of your chosen recipient(s). When you add more than one email address, separate the emails with a comma followed by a space.
3. Select Save.

When a payment is made, a note will automatically generate in the Notes screen of the policy. If the payment made is an underpayment, the note will indicate that the policy was underpaid and by how much. The generated note will appear whether or not you choose to use this notification.

Notify agent of underpaid policy

To notify the agent on the policy that the policy is underpaid, you must:

1. Enable the agent-notification-underpaid-policies advanced setting.
2. Ensure the agent email is associated with the policy.

Enable agent-notification-underpaid-policies advanced setting

To enable the agent-notification-underpaid-policies advanced setting:

1. Navigate to Settings > Advanced.
2. Search for agent-notification-underpaid-policies.
3. Change the setting from False to True.

Associate agent email with policy

The agent email address must be associated with a policy to receive notifications regarding declined payments.

To associate the agent email address with a policy:

1. Access the policy you want to associate with the agent email address.
2. Navigate to Information > Agency.
3. Select the person icon next to Agency. The Information screen for the agency will open.
4. Navigate to Role > Notices.
5. From the second Email Address to Use dropdown list, select the email address you want to associate with policies.
   1. If there are additional email addresses you want to associate with policies, type the email address(es) in the Also CC box. If you type more than one email address, separate with a comma followed by a space.
6. Select Save.

Declined payment notification

If an electronic payment is declined during batch processing, a notification can be generated and sent to the agent on the policy. The agent can then notify the policyholder and work to address the declined payment before the policy enters cancellation. To set up the declined payment notification, you must:

• Enable the declined_payment_mail advanced setting.
• Ensure the agent email is associated with the policy.

Enable the declined payment mail advanced setting

To enable the declined_payment_mail advanced setting:

1. Navigate to Settings > Advanced.
2. Search for declined_payment_mail.
3. Change the setting from False to True.

Associate agent email with policy

The agent email address must be associated with a policy to receive notifications regarding declined payments.

To associate the agent email address with a policy:

1. Access the policy you want to associate with the agent email address.
2. Navigate to Information > Agency.
3. Select the person icon next to Agency. The Information screen for the agency will open.
4. Navigate to Role > Notices.
5. From the second Email Address to Use dropdown list, select the email address you want to associate with policies.
   1. If there are additional email addresses you want to associate with policies, type the email address(es) in the Also CC box. If you type more than one email address, separate with a comma followed by a space.
6. Select Save.