Templates dashboard overview

The Templates dashboard allows you to edit the content and appearance of emails sent from the Policyholder portal. You can also edit the content and appearances of messages sent via push or in-app notifications. 

Access Templates dashboard

  1. Log in to the Provider administrator portal.
  2. Select your company tile.
  3. Select Templates in the sidebar.

In the Templates dashboard, you can:

The Templates dashboard contains different types of email alerts.

Table 1 summarizes the templates available, their names, and descriptions.

Table 1: Templates descriptions.

TEMPLATE NAMEDESCRIPTION
Auto Enrollment EmailThis template is used to send an email to insureds who have been auto enrolled in BriteApps.
Autopayment Credit Card ExpirationSends a message to an enrolled user when the credit card being used for autopay is about to expire.
Confirmation of Email ChangeSends a message to the enrolled user to confirm their email address when they replace or add it.
Confirmation of Email Change using CodeThis template is used to send a message to the enrolled user to confirm their email address when they replace or add it.
EDelivery BriteCore Note ContentCreates a note in BriteCore whenever documents/forms are eDelivered.
EDelivery Multiple Document MessageSends a message to an enrolled user when they have multiple documents or forms available for viewing via eDelivery.
EDelivery Single Document MessageSends a message to an enrolled user when they have a single document available for viewing via E-Delivery.
Email confirmation templateUsed in the email confirmation process. This template should not be edited.
Email FooterThe HTML used to structure the footer of all generated emails. Only the HTML part of this template is used.
Email TemplateThe HTML used to structure all generated emails. Only the HTML part of this template is used.
Enrollment email confirmation using CodeThis template is used to send a message to the non-enrolled user on enrollment final step to confirm email address.
Generic MessageA generic template that can be used for any message. Includes text only.
Insured Portal Recovery CodeSends a message to the enrolled user when they request a recovery code during a password reset.
Notification of Autopay ChangeSends a message to Agent/Agency/Carrier staff when an insured enables/disables autopay.
Notification of Email ChangeSends a message to Agent/Agency/Carrier staff when an insured adds or changes their email address.
Notification of Email ChangeSends a message to the user when they replace or add an email address.
Notification of File UploadSends a message to Agent/Agency/Carrier staff when an insured uploads a file.
Notification of Mailing Address ChangeSends a message to Agent/Agency/Carrier staff when an insured changes their mailing address.
Notification of New ClaimSends a message to Agent/Agency/Carrier staff when an insured turns submitted a new claim.
Notification of Payment Plan ChangeSends a message to Agent/Agency/Carrier staff when an insured changes a payment plan.
Notification of Phone Number ChangeSends a message to Agent/Agency/Carrier staff when an insured adds or changes a phone number.
Notification of Property Photo UploadSends a message to Agent/Agency/Carrier staff when an insured uploads a new property photo.
Payment Email TemplateThis template is used to create an email when a payment is made.
Report about delivered E-DeliverablesThis template is used to create report email with xls attachment which informs about delivered E-deliverables.
Report about pending E-DeliverablesThis template is used to create report email with xls attachment which informs about pending E-deliverables.
Send Portal CodeSends a message to the enrolling user when they request a portal code.
Thanks for EnrollmentSends a message to a newly enrolled user to welcome them. The message might require them to confirm their email.