Settings

Settings

Policy change submitted

Admin alerts

Purpose

With the policychangesubmitted advanced setting in the admin-alerts section, policy processors can have BriteCore email agents and staff when an agent submits an endorsement request from the Agent portal.

Requirements

This setting requires a list of email addresses separated by commas.

Setting default

This setting’s default value is blank, so BriteCore won’t send an email alert or create a note in the policy.

To verify BriteCore didn’t create a note, complete the following steps:

  1. In the Policies module, navigate to and select the policy you want to check for a note.
  2. In the policy, select the Notes tab.
  3. In the All Notes section, verify BriteCore didn’t create the New Revision Created note.

Change the default

When a policy processor adds email addresses to policychangessubmitted, BriteCore sends email notifications to the designated recipients and creates a note in the policy when an agent submits an endorsement request from the Agent portal.

Submitted Change – [policy number] – [primary named insured] Email

This change has just been submitted.
View Policy #[policy number]
Submitted by Agent [agent name] - [agent email]

If you’re not an email notification recipient, complete the following steps to verify BriteCore sent a notification email:

  1. In the Policies module, navigate to and select the policy you want to check for a note.
  2. In the policy, select the Notes tab.
  3. In the All Notes section, verify BriteCore created the New Revision Created note.

Adoption considerations

The policychangesubmitted advanced setting is the same as the Policy Change Submitted from BriteQuote administrative alert on the Administrative Alerts screen (Settings > System Wide > Administrative Alerts). If you add a new email address to one setting, BriteCore updates the other setting to match.

 Note: Anyone with database access can view the policy_change_log, which tracks policy changes not specifically captured elsewhere.