Configuration overview
What’s configuration?
Configuration includes enabling parameters, settings, and defining products using BriteCore’s current functionality.
What’s included in configuration work?
- General site setup
- User management
- Agent Portal setup
- Policy management
- Claims management
- Billing and payments management
- Documents and custom deliverables setup
- Integrations setup
- Lines configuration
What’s configurable in BriteCore?
Table 1: Configure BriteCore.
| Configuration | Description |
| New business | • Quoting wizard • Third-party data prefill • Optional customization |
| Quoting wizard | • Modern, configurable quoting wizard • Support for multiple lines of business |
| Underwriting workflow | • Endorsements • Cancellations • Reinstatements • Rewrites |
| Integrations | • Current BriteCore vendors • Desired vendors • Internal integrations |
| Billing settings | • Invoices • Non-pays • NSFs • Manual payments • Electronic payments |
| Claims settings | • FNOL • Claims management • Payments • Reinsurance |
| Reports | • Stock • BriteData • Custom |
Additional BriteCore services
Some system functionality and data conversions can’t be performed on the platform by SI partners due to access restrictions or for other reasons. In these instances, we recommend engaging BriteCore Services to perform this work. The Services team can provide these with a separate SOW with either the SI or directly with the client.
BriteCore will eventually allow SI partners to perform this work once adequate controls and/or system functionality are added.
Some of these services include:
- Programmatically transfer existing policy data.
- Configuring authentication/BriteAuth for the users.
- Configure straight-through processing (STP) rules.