1. Using Appulate
  2. Email Notifications

Record update notifications

An agent creates a request and makes a submission to a market without selecting an assignee on the market's side.

Notifications of this type are sent when the market starts processing this request:

  • when a market user changes the default value [None] in the Underwriter or CSR fields on the Summary tab and selects a user whom he wants to assign to the role
  • when the Underwriter and CSR have been assigned to an agency on the Agency Info tab and this agency submitted a request to this market.

When an Underwriter or CSR is selected, the status of the request changes from "New Request for Quote" to "Request in Progress". Simultaneously, a notification is sent to the user of the submitting company.

Note: A notification is not sent if a user assigned to a request on the agency side has been deleted or is inactive, also if a request or an Insured has been deleted on the agency side.