Configuring Alert Notifications

< p > Stay ahead of compliance issues by setting up automated alert notifications.This guide shows you how to configure alerts to match your workflow.

< h2 > Types of Alerts < h3 > Expiration Alerts < p > Automatically notify you and your carriers when documents are approaching expiration:

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30 days: Early warning for planning

14 days: Time to follow up with carriers

7 days: Urgent renewal needed

3 days: Critical - daily reminders

1 day: Final warning before expiration

< h3 > Status Change Alerts < p > Get notified when carrier status changes:

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Carrier moves to WARNING status

< li > Carrier moves to CRITICAL status < li > Carrier expires or becomes non - compliant < li > New documents are uploaded < h2 > Setting Up Notification Preferences < h3 > Global Settings < p > Configure default notification preferences:

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Go to Settings → Notifications

< li > Choose which alerts you want to receive < li > Select email and / or SMS delivery < li > Set your preferred notification times < li > Save your preferences < h3 > Per - Carrier Settings < p > Customize alerts for specific carriers:

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Open a carrier's profile

< li > Click "Notification Settings" < li > Override global settings as needed

Set custom thresholds if required

< h2 > Email Notifications < h3 > Daily Summary < p > Receive a daily email with:

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Carriers requiring attention

< li > Upcoming expirations < li > Recent status changes < li > New document uploads < h3 > Real - time Alerts < p > Get immediate notifications for:

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Critical status changes

< li > Document expirations < li > System events < h2 > SMS Notifications < p > For urgent situations, enable SMS alerts:

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Document expires unexpectedly

< li > Carrier moves to EXPIRED status < li > Critical system alerts < h3 > Setting Up SMS < ol >

Go to Settings → Notifications

< li > Enter your mobile phone number < li > Verify your number via SMS code < li > Select which alerts to receive via SMS < h2 > Advanced Alert Configuration < h3 > Custom Thresholds < p > Adjust alert timing based on your needs:

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High - volume lanes: Earlier warnings

< li > Backup carriers: Standard timing < li > Seasonal carriers: Custom schedules < h3 > Alert Scheduling < p > Control when you receive notifications:

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Business hours only

< li > Weekdays vs.weekends < li > Time zone preferences < li > Holiday schedules < h2 > Managing Alert Fatigue < h3 > Prioritization < ul >

Focus on high - priority carriers

< li > Use different alert levels < li > Group similar alerts together < h3 > Notification Limits < ul >

Maximum alerts per day

< li > Snooze options for temporary issues < li > Acknowledgment requirements < h2 > Team Notifications < p > If you have multiple team members:

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Assign carriers to specific team members

< li > Set up escalation paths < li > Use shared notification channels < li > Track alert response and resolution < h2 > Troubleshooting Notifications < h3 > Not Receiving Emails < ul >

Check spam / junk folder

< li > Verify email address is correct < li > Add certialert.com to safe senders < li > Contact support if issues persist < h3 > SMS Issues < ul >

Verify phone number format

< li > Check carrier SMS blocking < li > Confirm number is SMS - capable