Submission Suite Notification

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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

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

Select the Submitted Message Enabled check box to activate the outgoing message. This message will be sent to customers upon submission of an application.
In the From Name box, enter the name of the person or entity from which the message will be sent.
In the From Email box, enter the email address of the person or entity from which the message will be sent.
In the Subject box, enter the Subject line that will be displayed on the outgoing email.
In the Email Body box, enter the message as it will appear once the submission notification is sent to the customer.

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.

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

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

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

Select the Incomplete Message Enabled check box to activate the outgoing message. This message will be sent to customers upon submission of an incomplete application.
In the From Name box, enter the name of the person or entity from which the message will be sent.
In the From Email box, enter the email address of the person or entity from which the message will be sent.
In the Subject box, enter the Subject line that will be displayed on the outgoing email.
In the Email Body box, enter the message as it will appear once the submission notification is sent to the customer.

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

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