Email Sending Functionality
Email Sending Functionality
Maxicare
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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.
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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.
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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).
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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.
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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.
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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).
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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.
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Update Account Numbers:
- Functionality: Updating account numbers of members.
- Email Notifications Received By: None.
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Upload Disapproval (Bulk):
- Functionality: Uploading disapproved dependents.
- Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau) and Client Employees.
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Upload Requirement Bulk:
- Functionality: Uploading action memo.
- Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau) and Client Employees.
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Upload Delivery Report:
- Functionality: Uploading ID card template.
- Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau) and Client HR.
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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.
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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).
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Update Advance Info - Delete Member:
- Functionality: Individual removal of duplicate entries.
- Email Notifications Received By: None.
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Manage Membership - Cancellation:
- Functionality: Individual cancellation.
- Email Notifications Received By: Howden (Mam Juney, Mam Janice, and Sir Pau), Howden Account Executive, and Insurer.
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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
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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).
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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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