Set up notifications for new business

Email Notifications

Clients can either direct all emails to a specific set of contacts or direct emails to a specific contact on an agency-by-agency basis.

Direct All Activity to a Set of Contacts

Clients can direct the three below new business activity emails to a specific set of staff emails in Settings > System Wide > Administrative Alerts > Policies.

  • Application submitted from BriteQuote
  • Policy Change submitted from BriteQuote
  • Attachment(s) or Photo(s) Uploaded to Submitted Application

Direct Activity to a Specific Contact on an Agency-by-Agency Basis

Clients can direct new business activity to specific contacts:

  1. Navigate to the Contacts module
  2. Access an agency
  3. Under Notices, add staff email(s) to Direct Application Activity to Specified Email Addresses
  4. Click Save

Direct Activity to Both

Clients can direct new business activity to both a set of staff emails and to specific contacts via the “Direct Application Activity To” setting in contacts overrides admin email list setting in Settings > System Wide > Administrative Alerts > Policies. This setting applies only if the Direct Application Activity to Specified Email Addresses setting is enabled for agencies in the Contacts module.

  • When this setting is checked, new business activity for an agency is directed to the recipients of the Direct Application Activity to Specified Email Addresses setting only.
  • When this setting is unchecked, new business activity for an agency is directed to the recipients of both the Direct Application Activity to Specified Email Addresses setting and the following Administrative Alerts
    • Application submitted from BriteQuote
    • Policy Change submitted from BriteQuote
    • Attachment(s) or Photo(s) Uploaded to Submitted Application

Note: The “Direct Application Activity To” setting in contacts overrides admin email list setting appears as the override-admin-email setting in Settings > Advanced. That is, the settings are the same just labeled differently on their respective screens.

Application Submission

Default

The email below is sent to staff and agents when an agent submits an application from the Agent Portal. Attached to the email as a PDF will be the Policy Application. Clients can designate staff recipients via the Application Submitted from BriteQuote setting in Settings > System Wide > Administrative Alerts > Policies.

Submitted Application – 10-2017-1 – [primary named insured] This application has just been submitted bound/unbound.
View Policy #10-2017-1
Submitted by Agent [agent name] – [agent email]

Customized

A setting allows clients to customize the body of the email. To enable, set the customized text, then run:

#UPDATE settings SET value=”customized text” WHERE option=”agentsubmissionemailbody”

The customized text then appears as such:

[CUSTOMIZABLE TEXT] View policy #10-2017-1
Submitted by Agent [agent name] – [agent email]

Important: Customized emails won’t notate whether the application was submitted bound or unbound.

Unbound and Bound Email Setting

BriteCore supports separate notifications for processing bound and unbound applications. Carriers who use a separate workflow process for unbound policy applications can use these alerts to notify the proper individuals or teams in each case.

Locate this feature on the Administrative Alerts page, under the Policies section. Provide a list of the administrator emails in the setting field boxes specific for Bound and Unbound as needed for that application submission. Those email addresses also appear in the policy Notes of the submitted policy.

Apply Unbound Applications as Administrative Alert

  1. Navigate to Settings > System Wide > Administrative Alerts
  2. Under the Policies section, add the appropriate emails, separated by a comma, to Application submitted from BriteQuote (Unbound)

Apply Bound Applications as Administrative Alert

  1. Navigate to Settings > System Wide > Administrative Alerts
  2. Under the Policies section, add the appropriate emails, separated by a comma, to Application submitted from BriteQuote (Bound)

If a distinction between recipients of bound and unbound applications is not required, these alerts can remain blank and the policy application submitted from BriteQuote alert can be used instead.

Ex: Bound and unbound field boxes in the Policies section of the Administrative Alerts page

image2019-7-8_10-46-52.png

Ex: Policy Notes email notification submission
image2019-7-3_16-16-37.png

BriteCore staff can read PR 11752 for more information.

Policy Change Submission

The email below is sent to staff and agents when an agent submits an endorsement request from the Agent Portal. Clients can designate staff recipients via the Policy Change Submitted from BriteQuote setting in Settings > System Wide > Administrative Alerts > Policies.

Submitted Change – 10-2017-1 – [primary named insured] This change has just been submitted.
View Policy #10-2017-1
Submitted by Agent [agent name] – [agent email]

Attachments or Photos Added

The email below is sent to staff when an agent uploads an attachment or photo to a submitted application in the Agent Portal. Clients can designate staff recipients via the Attachment(s) or Photo(s) Uploaded to Submitted Application setting in Settings > System Wide > Administrative Alerts > Policies.

Application Attachments/Photos for 10-2016-1
Attachments/Photos have been added to application #10-2016-1

Additional Application Attachments

Some underwriters prefer to review an entire application package from the email that is sent upon application submission. With the application-email-include-all-attachments setting, all files added to the Attachments portion of the quoting process are included in the submitted application email. To enable this setting:

  1. Navigate to Settings
  2. Click on Advanced
  3. Search: application-email
  4. Select True