Process E-Delivery documents

With E-Delivery, you can save on printing and mailing costs by offering your insured the option to go paperless.

Setting up E-Delivery includes three broad steps:

  1. Set up E-Delivery in BriteCore
  2. Configure E-Delivery settings in the Provider Administrator portal
  3. Process E-Delivery documents

There are two types of E-Delivery processing:

Process manual E-Delivery documents

  1. Log in to the Provider Administrator portal.
  2. Select  E-Delivery in the sidebar. The E-Delivery dashboard displays all the documents ready for manual processing under Waiting for Approval.
  3. Select the Open Approval Page button.
  4. Review each document and select its respective delivery status under the Delivery status dropdown list. There are three options for Delivery Status: Waiting for Approval, Approved for E-Delivery, Exclude from E-Delivery.
  5. Select Save and Process.
  6. A dialog box displays Are you sure? Select OK to continue.
  7. Select the Refresh button to view the updated status. Once you approve a document for delivery, the Delivery Status will change to Pending until processing is complete. This process may take up to a few minutes. The Delivery Status changes to Notified or Failed when the processing is complete.

All the documents on the E-Delivery Approval screen display with the default status Approved for E-Delivery.

 If you select the status Exclude from E-Delivery and decide to change the status, contact the BriteApps team. A BriteApps team member can reset the status from the backend.

Review scheduled E-Delivery documents

  1. Log in to your Provider Administrator portal.
  2. Select  E-Delivery in the sidebar. The E-Delivery dashboard displays all of the E-Delivery events and related details.
  3. To view more details, download the E-Delivery Report.

Review Print status in BriteCore

  1. Log in to your BriteCore account.
  2. Select Policies.
  3. On the Policies screen, select a specific policy to review.
  4. Select the Attachments tab.
  5. The Print Status column displays on the Files table. Print status can be:
    • E-Delivered & Printed: Documents were printed and an E-Delivery email was sent.
    • E-Delivered & (current document state): Documents are marked as certified mail and an E-Delivery email was sent.
    • E-Delivered: Documents weren’t printed and an E-Delivery email was sent.

Add Insured portal code to deliverables in BriteCore

In Britecore, you can include the keyword {portal_code} to in your deliverables to display the Insured portal code in the documents.

  1. Log in to your BriteCore account.
  2. In the BriteCore menu, select Settings.
  3. From the Settings menu, select Deliverables.
  4. Select a state from the State dropdown list under Mass Deliverables. The Stock Deliverables and Custom Deliverables associated with that state will display.
  5. To customize a deliverable, select the pencil icon next to it.
  6. Add the keyword {portal_code} to dynamically display the Insured portal code in the document.
  7. Select Save.