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Submission Suite Notification

While a prospective customer is engaged using Submission Suite, Nexsure will qualify the prospect's application process with three states, Incomplete, Submitted, and Quoted. Submission Suite can automatically notify a prospect via email with a message regarding their application and grant the prospect access rights to either complete (Incomplete state) their application, view an already completed (Submitted State) application, or review and accept a Quoted application.

To Setup a Message for Submitted Applications

  1. On the Utility menu, click SETUP
  2. In the Setup Console, navigate to Submission Suite > Configuration > Notifications. The Email Notification screen is displayed.
  3. In the Submitted Application - Notification Message area, complete the following:

Tip: When entering a message for the submission email, variables can be added by right-clicking in the body area of the message and selecting one of the available variables. The correct information will then be merged into the outgoing email based on the variables selected.

  1. In the Submitted Application - Notification Message area, click [Save]. The selection and entries will be saved.

Or

Click [Restore Default] to reset the selections to the default settings.

  1. In the Incomplete Application - Notification Message area, complete the following:

Tip: When entering a message for the submission email, variables can be added by right-clicking in the body area of the message and selecting one of the available variables. The correct information will then be merged into the outgoing email based on the variables selected.

  1. In the Incomplete Application - Notification Message area, click [Save]. The selection and entries will be saved.

Or

Click [Restore Default] to reset the selections to the default settings.

Related Topics

Submission Suite General Configuration

Submission Suite Color Scheme

Submission Suite Credit Card

Submission Suite Programs

Submission Suite Utilization