Submission notifications

Market users can be notified by email about Appulate and Weblink submissions if they configure the respective settings. The setting that controls submission notifications ("Submission notification" - see below) becomes available to market users in their profiles if one of the following conditions is true:

• The market has at least one Appulate submission type program.
• The market uses Appulate portal.

Underwriters and CSRs assigned to the agency on the Agency Info tab will also receive Submission notifications whenever the agency submits a quote request to this market.

• The notification will be sent only to the assignees, other users of this market won't get the email even if the Submission notification setting is turned on.

Assigning- and Submission-related settings

Permissions for a market user to receive submission notifications are provided on the My Profile/User Profile page under Email notifications:

• Submission notifications
• Catch-all notifications

Submission notifications: Ability to configure notifications about submissions made to your company. This setting is available to the users of markets whose submission type is Appulate (at least for one insurance line) or to the users of markets that use the Appulate portal.

If the Break up my agencies by regions checkbox on the Settings page > General Settings is not selected:

• Receive emails about new submissions (checkbox): The notification will be sent if any location is selected in the list on the Quote request page. If a particular user is selected, only this user will receive this notification. The other company users will not, even if this setting is set in their profiles.

If the Break up my agencies by regions checkbox on the Settings page > General Settings is selected:

• New submissions: The notification will be sent if any location is selected in the list on the Quote request page. If a particular user is selected, only this user will receive this notification. The other company users will not, even if this setting is set in their profiles.
• New submissions in associated regions: The notification will be sent to all users of a selected location in the list on the Quote request page. If a particular user is selected, only this user will receive this notification. the other company users will not, even if they belong to the same location and this setting is set in their profiles.
• None: The user will not be shown in the list of the users that appears by clicking Start quote on the Quote request page. No emails will be sent. 

Catch-all notifications - Receive emails unassigned to any user of my company: If selected, the user will receive all the notifications that are not sent to any other user of their company for any reason, for example, a submitting agency does not belong to any region or no user is assigned to receive submissions in a particular location.

This user will also receive Questionnaire Update notifications if neither "Producer"/"Underwriter" nor "CSR" is assigned to the respective RFQ or policy.

This setting is accompanied by a hint message. Depending on the page opened ("My Profile" or "User Profile"), the text of this message varies: "If selected, you will receive all the submission and questionnaire update notifications that are not sent to any user of your company." or "If selected, this user will receive all the submission and questionnaire update notifications that are not sent to any user of your company."

Email notification

Notification with renewal: