Insurer collection
Tip: read more on chain communication.
Imagine we have a policy in Novulo that is collected by the insurer (1)*:
Note: For a ‘My Organization Delegated Authority’ choose collection by: Delegated Authority.
After finalizing this policy, an invoice is generated. We want to send this invoice via chain communication. To do this, we navigate to the invoice lines and then to the relevant ‘invoice’ (1):
To generate the invoice, we click on ‘Generate’ (1) under chain communication in the invoice:
Since this concerns insurer collection, we want to send the invoice to the customer and inform the intermediary by sending a copy of the email to them. We then see two chain communications being created: one for the customer (1) and one for the intermediary (2).
If we then select these chain communications and click on finalize, the underlying emails are generated and sent depending on the chain communication settings.
In this example, we’re not sending automatically, but the emails are prepared. We can review them by clicking on a chain communication and opening it. The chain communication is finalized, and to see what the email looks like, we can click on either ‘Email’ (1) or the activity (2).
Doing this, we see the email that has been prepared for the customer and can choose to send it manually:
Intermediary Collection
Imagine we have a policy in Novulo that is collected by the intermediary (1):
After finalizing the policy, an invoice is generated. We want to send this invoice to the intermediary using chain communication. To generate this, we click on ‘Generate’ (1) under chain communication in the invoice:
Since this is intermediary collection, we only want to send the invoice to the intermediary.
Note: This is just an example; in many cases, no invoice is sent for each policy change at a client of an intermediary, but this is handled via a current account overview.
We then see one chain communication created for the intermediary (1).
After selecting this chain communication and clicking finalize, the emails are generated and sent depending on the settings.
Again, in this example, the emails are only prepared, not sent. We can view them by opening the chain communication. It is finalized, and we can preview the email by clicking either on ‘Email’ (1) or the activity (2):
Doing this, we see the email prepared for the customer and can choose to send it manually:
That concludes the operation of chain communication. Now let’s look at how the configuration is set up, and then configure two templates ourselves.