The Notifications settings determine which notifications are sent out from the Poliycholder portal. Some Notifications settings are read only. To enable or disable Notifications settings:
- Go to the Settings dashboard.
- Select Notifications under Settings in the sidebar.
- Under each notification, select the slide to enable. Select the slide again to disable.
Table 1 summarizes the Notifications settings.
| Setting Name | Default | Read only? | Description |
| Agency Email Address Change Notification | Disabled | No | If the setting is enabled, the Agency will receive an email notification when the insured updates their email. |
| Agency Enroll in Auto Pay Notification | Disabled | No | If the setting is enabled, the Agency will receive an email notification when the insured enrolls in autopay. |
| Agency File a Claim Upload | Disabled | No | If the setting is enabled, the Agency will receive an email notification when the insured files a claim. |
| Agency File Upload Notification | Disabled | No | If the setting is enabled, the Agency will receive an email notification when the insured uploads a file to Documents. |
| Agency Payment Plan Change Notification | Disabled | No | If the setting is enabled, the Agency will receive an email notification when the insured updates their payment plan. |
| Agency Phone Number Change Notification | Disabled | No | If the setting is enabled, the Agency will receive an email notification when the insured updates their phone number. |
| Agency Property Photo Upload Notification | Disabled | No | If the setting is enabled, the Agency will receive an email notification when the insured uploads a property photo. |
| Agent Email Address Change Notification | Disabled | No | If the setting is enabled, the Agent will receive an email notification when the insured updates their email. |
| Agent Enroll in Auto Pay Notification | Disabled | No | If the setting is enabled, the Agent will receive an email notification when the insured enrolls in autopay. |
| Agent File a Claim Notification | Disabled | No | If the setting is enabled, the Agent will receive an email notification when the insured files a claim. |
| Agent File Upload Notification | Disabled | No | If the setting is enabled, the Agent will receive an email notification when the insured uploads a file to Documents. |
| Agent Payment Plan Change Notification | Disabled | No | If the setting is enabled, the Agent will receive an email notification when the insured updates their payment plan. |
| Agent Phone Number Change Notification | Disabled | No | If the setting is enabled, the Agent will receive an email notification when the insured updates their phone number. |
| Agent Property Photo Upload Notification | Disabled | No | If the setting is enabled, the Agent will receive an email notification when the insured uploads a property photo. |
| Claim Filed Notification | Empty | Yes | Notifications will be sent to the email address(es) entered in here when a new claim is filed.If more than one email is entered, enter each email on a new line or separate each email with a semicolon (;) or comma (,). Do not use spaces. |
| Create BC Note on E-Delivery | Empty | Yes | If the setting is enabled, a note will be created in BriteCore describing what was eDelivered. |
| Create BC Note on E-Delivery | Empty | Yes | If the setting is enabled a note will be created in BriteCore describing what was eDelivered. |
| Delivered E-Deliverables report notification emails | Empty | No | When you enter an email address in this setting, you will receive the E-Delivery Report with documents that were processed via the automated process. |
| Email Address Change Notification | Empty | Yes | Notifications will be sent to the email address(es) entered here when the insured updates their email address.If more than one email is entered, enter each email on a new line or separate each email with a semicolon (;) or comma (,). Do not use spaces. |
| enable_old_edelivery | Empty | Yes | Backend setting related to E-Delivery. |
| Enroll in AutoPay Notification | Empty | Yes | Notifications will be sent to the email address(es) entered here when the insured enrolls in Auto Pay. If more than one email is entered, enter each email on a new line or separate each email with a semicolon (;) or comma (,). Do not use spaces.Example: john.doe@gmail.com;mary.norton@insuranceco.com |
| File Upload Notification | Empty | Yes | Notifications will be sent to the email address(es) entered here when the insured uploads a file to Documents.If more than one email is entered, enter each email on a new line or separate each email with a semicolon (;) or comma (,). Do not use spaces. Example: john.doe@gmail.com;mary.norton@insuranceco.com |
| Payment Plan Change Notification | Empty | Yes | Notifications will be sent to the email address(es) entered here when the insured changes their payment plan.If more than one email is entered, enter each email on a new line or separate each email with a semicolon (;) or comma (,). Do not use spaces. Example: john.doe@gmail.com;mary.norton@insuranceco.com |
| Pending E-Deliverables report notification emails | Empty | Yes | When you enter an email address in this setting, you will receive the E-Delivery Report with documents waiting for manual processing. |
| Phone Number Change Notification | Empty | Yes | Notifications will be sent to the email address(es) entered here when the insured updates their phone number. If more than one email is entered, enter each email on a new line or separate each email with a semicolon (;) or comma (,). Do not use spaces. Example: john.doe@gmail.com;mary.norton@insuranceco.com |
| Property Photo Upload Notification | Empty | Yes | Notifications will be sent to the email address(es) entered here when the insured uploads a property photo.If more than one email is entered, enter each email on a new line or separate each email with a semicolon (;) or comma (,). Do not use spaces. Example: john.doe@gmail.com;mary.norton@insuranceco.com |
| send_emails_from | Empty | Yes | All emails to insureds will be sent from this address. |
Table 1: Notifications settings descriptions.