Administer data converted policies

Cancel an uncommitted policy

  1. Issue the cancellation in your legacy system
  2. In BriteCore, set the policy status to Rejected
    • Do not click the X on the policy search as this will permanently delete the policy
  3. If the policy is reinstated in your legacy system, change the policy status back to Active, then commit the policy
  4. If the policy is not reinstated in your legacy system by its expiration date, feel free to click the X on the policy search in BriteCore to permanently delete the policy; otherwise, leave the policy set as Rejected

Cancel a committed policy

When no documents have been mailed:

  1. Issue the cancellation in your legacy system
  2. Cancel the policy flat in BriteCore using the Cancel Policy button
  3. In Attachments, set all deliverables to Do not print
  4. If you’re certain the policy will never be reinstated, archive the policy by clicking the X on the policy search. This is so the policy isn’t counted among cancellation numbers (such as MCAS). You can search for archived policies using the structure <<ARCHIVE>>policy number, so <<ARCHIVE>>10-2014-1.

When the renewal declaration and invoice have been mailed but the effective date of the policy is in the future:

  1. Issue the cancellation in your legacy system
  2. Cancel the policy flat in BriteCore using the Cancel Policy button
  3. Issue any necessary cancellation paperwork
  4. If you’re certain the policy will never be reinstated, archive the policy by clicking the X on the policy search. This is so the policy isn’t counted among cancellation numbers (such as MCAS). You can search for archived policies using the structure <<ARCHIVE>>policy number, so<<ARCHIVE>>10-2014-1.
    If you use InsVista, do not archive the policy until after the InsVista notice has been sent.

Cancel a policy that is non-renewed in a client’s legacy system

Retain the data for future use

In BriteCore, set the policy status to Rejected.

Delete the data permanently

  1. Verify this is the correct action as the data can’t be retrieved once deleted
  2. Click the X on the policy search to permanently delete the policy

CPing a committed policy when the effective date is in the future

  1. Create a custom Notice of Cancellation deliverable using the {cancellation_date} HTML tag
  2. Ensure the appropriate parties receive the deliverable (e.g., insured, agent)
  3. Submit a ticket to BriteCore
    1. (BriteCore only) In the revisions table, manually set the revisions.policyStatus to Cancellation Pending and enter the correct revisions.cancelDate
    2. (BriteCore only) Generate the custom deliverable
  4. Once the ticket is addressed, mail the custom deliverable

Carry over Cancellation Pending to future term

The setting Cancellation Pending will carry to future terms when cancel date falls in future term, within the Policy Lifecycle settings, allows Cancellation Pending statuses on a previous term to carry over to a future term if the cancellation date falls within the newer term.

  • With the setting is turned Off (unchecked), the renewal term says Active instead of showing Cancellation Pending when the cancel date crosses into the renewal term’s effective date.
  • With the setting is turned On (checkbox checked), the Cancellation Pending Policy Status, Cancel Date, and Cancel Reason will carry to the renewal term when the Cancel Date crosses into the renewal term.

To enable the setting:

Your screenshots show the first term but they don’t necessarily show how it’s actually cascading forward.

  1. Log in as an Administrator
  2. Navigate to Settings > Modules > Policies
  3. Click Edit Policy Lifecycle
  4. Navigate to the Cancellation Tab
  5. Check the box next to Cancellation Pending will carry to future terms when cancel date falls in future term.

image2019-3-18_10-37-48.png

  1. Click Save and Exit

Cancellation Pending now

  1. Navigate to the Policies tab
  2. Select the policy
    Note: Press G + P on your keyboard to use Policy Quick Search to see your Recently Viewed Policies or enter the Policy Number.
  3. Click Cancel Policy
  4. Select a Cancel When option from the drop-down menu
  5. Select a Cancellation Reason
  6. Enter Print Description and/or Additional Description (if desired)

image2019-3-18_10-40-24.png

  1. Click OK

Ex: Cancellation Pending Policy Status, Cancel Date, and Reason Displayed on Previous Term

image2019-3-18_10-42-20.png

Ex: Cancellation Pending Policy Status, Cancel Date, and Reason reflected on Current Term

image2019-3-18_10-43-16.png

View from Accounts Receivable tab

image2019-3-18_10-44-26.png

Non-Pay

When Daycron Runs, if there is Non-Payment of Premium, the Policy Status displays Cancellation Pending, Non-Payment of Premium (as shown in the image below).

image2019-3-18_10-45-40.png