When logging into an insurance portal configured with two-factor authentication (2FA), the OTP (One-Time Password) is typically sent to the client’s registered email address. To streamline access, clients can configure their email accounts to automatically forward these OTP emails to a designated support email, such as rcmverify@adit.com. Below are step-by-step instructions for setting up auto-forwarding in Outlook and Gmail.
Go to Outlook Web and sign in with your email credentials.
Click on the Settings (⚙️) icon in the upper-right corner.
Navigate to Mail > Rules.
Click on Add new rule.
Give your rule a name (e.g., "Forward OTP Emails").
Under Add a condition, select Subject includes or From and enter the relevant keyword(s) like “OTP” or the insurance portal's email address.
Under Add an action, select Forward to and enter rcmverify@adit.com.
Click Save to activate the rule.
Try logging into the insurance portal and confirm that the OTP email is forwarded to rcmverify@adit.com.
Go to Gmail and sign in with your email credentials.
Click on the Settings (⚙️) icon in the upper-right corner.
Click See all settings.
Navigate to the Forwarding and POP/IMAP tab.
Under Forwarding, click Add a forwarding address.
Enter rcmverify@adit.com and click Next.
Note: Once you add an email as a forwarding address, a notification will be sent to your mobile app to verify whether it is you who is adding the forwarding email ID. Only after successfully verifying it will you be allowed to add the email as a forwarding address. Thereafter, you need to follow the next steps.
A verification email will be sent to rcmverify@adit.com. Access that inbox, open the verification email, and click on the confirmation link.
Return to Gmail settings and go to the Filters and Blocked Addresses tab.
Click Create a new filter.
In the From field, enter the email address of the insurance provider.
Alternatively, in the Subject field, enter keywords such as "OTP" or "verification code".
Click Create filter.
Select Forward it to and choose rcmverify@adit.com from the dropdown menu.
Click Create filter to finalize the setup.
Attempt to log into the insurance portal and verify that the OTP email is forwarded to rcmverify@adit.com.
Ensure that the forwarding email address (rcmverify@adit.com) is authorized and monitored.
Some insurance portals may have security restrictions that block forwarded OTPs. If this happens, manual access may be required.
Regularly check forwarding rules to ensure they are working as expected.
If needed, clients can disable or modify these settings at any time via their email settings.
By following these steps, clients can seamlessly forward OTP emails, ensuring smooth and secure access to insurance portals.