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Email Sending Functionality

Email Sending Functionality

Email Sending Functionality

Maxicare

  • Insurance Company Employee:

    • Functionality: Adding insurer’s contact person.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Insurer.
  • HR Employees (applicable to all insurers):

    • Functionality: Adding HR’s POC (Person of Concern).
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Client HR.
  • Upload Member Update (Enrollment File for New Hires):

    • Functionality: Uploading Enrollment file for new hires.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, Insurer, Client HR (confirmation only of successful uploading/endorsement), and Client Employees (initial email notice).
  • Upload Member Update (Renewal Masterlist):

    • Functionality: Uploading Renewal Masterlist.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau) receive confirmation only of successful uploading/endorsement.
  • Upload Member Update (Email Address Template for Renewal):

    • Functionality: Uploading Email Address Template for renewal.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau) receive confirmation only of successful uploading/endorsement.
  • Upload Termination (Bulk):

    • Functionality: Uploading canceled or terminated members.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, Insurer, and Client HR (confirmation of successful uploading/endorsement only).
  • Upload Updates:

    • Functionality: Correction of member’s information and plan type (bulk).
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Insurer.
  • Update Account Numbers:

    • Functionality: Updating account numbers of members.
    • Email Notifications Received By: None.
  • Upload Disapproval (Bulk):

    • Functionality: Uploading disapproved dependents.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau) and Client Employees.
  • Upload Requirement Bulk:

    • Functionality: Uploading action memo.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau) and Client Employees.
  • Upload Delivery Report:

    • Functionality: Uploading ID card template.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau) and Client HR.
  • Update Basic Info:

    • Functionality: Individual correction of member’s basic info.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Insurer.
  • Update Advance Info - Email:

    • Functionality: Individual correction of principal’s email.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Client Employees (initial email notice).
  • Update Advance Info - Delete Member:

    • Functionality: Individual removal of duplicate entries.
    • Email Notifications Received By: None.
  • Manage Membership - Cancellation:

    • Functionality: Individual cancellation.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Insurer.
  • Manage Membership - Disapproval:

    • Functionality: Individual disapproval.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau) and Client Employees.

Intellicare

  • Upload Member:
    • Functionality: Uploading Member file.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Employees (initial email notice).

Beneficiary

  • Upload Member:

    • Functionality: Uploading Member file.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Beneficiary Employees (initial email notice).
  • Adding of Beneficiaries:

    • Functionality: Successful Adding of Beneficiaries on Beneficiary Portal.
    • Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Beneficiary Employees.
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