Email Notification Settings

Email Notification Settings

Some employers/employees do not like seeing SSNs on the email attachments from BerniePortal. Even though BerniePortal has passed SOC2 testing, it appears not secure to some. However, having the SSNs appear on the PDFs are helpful for some people (for example when processing enrollments). Currently we can turn off email notifications to employees for some categories, but not all categories. For example, when approving EOI or changing effective dates after an employee enrolls generates a email with the PDF attachment to employees, but there is no option to turn that off in the email notification settings. Some ideas on how to improve this feature: 
  1. Having the ability to customize who receives SSNs on the PDFs (employees vs interested party)
    1. Would be nice to be able to change the customizations for employees, interested party, and the broker too (currently the broker settings are tied to the group settings) 
  2. Allowing the ability turn off all emails that would generate a PDF from going to employees (EOI, changing effective dates, and anything else that's currently not listed in the email settings)