With E-Delivery, you can save on printing and mailing costs by offering your insureds the option to go paperless.
Setting up E-Delivery includes three broad steps:
- Set up E-Delivery in BriteCore
- Configure E-Delivery settings in the Provider Administrator portal
- Process E-Delivery documents
- Enrolled Users dashboard: Displays users who have enrolled in E-Delivery.
- E-Delivery Dashboard: Displays documents processed via the E-Delivery process and gives you the option to manually process deliverables.
- Email Dashboard: Displays all emails that have been sent out, including E-Delivery notifications.
- User Messages Dashboard: Displays all messages that have been sent as an in-app message to Notifications in the Policyholder portal.
- E-Delivery: Settings to configure how you want E-Delivery to work.
- Notifications: A setting that allows you to add an automated note in BriteCore each time an E-Delivery document has been sent. This is where you can enter an email address(es) to receive E-Deliverables reports.
Note: Contact the BriteApps team before configuring E-Delivery Settings.
To configure E-Delivery settings in the Provider Administrator portal:
- Log in to your Provider Administrator portal.
- Select Settings.
- Select E-Delivery under the Settings sidebar.
- Select Notifications under Settings in the sidebar.
- Select the slider to enable the Create BC Note on E-Delivery setting.
- BriteApps:: BriteApps mm/dd/yyyy hh:mm AM/PM text
- The following documents were delivered to {{insured email}} on {{mm/dd/yyyy}}
- {{Document}} text