Contacts overview

Contacts documentation

Contact management overview

• Contact management overview

Manage user access

• Assign permission level after new user is created
• Set up agency access to contacts
• Set up Single Sign-On (SSO)
• Remove a user

Manage contacts

• Change the agency of record
• Change the agent of record
• Revert a change to an agency of record
• Revert a change to an agent of record
• Merge duplicate mortgagee contacts
• Revert mortgagee policies transfer
• Unarchive a contact

Contacts Settings

• Set up New Contact dialog box fields
• Manage legal entity types
• Establish active fields in BriteCore
• Manage duplicate SSNs
• Set up touchpoints
• Configure commission payments
• Set up commission structures
• Select how to print Commission Reports

Contacts list overview

• Contacts list overview

Search for a contact

• Search for a contact

Add a new contact

• Add a New Individual contact
• Add a New Organization contact

Remove a contact

• Remove a contact

Contact information

• Information tab overview
• Add a New Individual contact overview
• Add a New Organization contact overview
• Add a role overview

Edit contact information

• Editing contact information
• Editing a contact photo
• Editing background information
• Editing system tags
• Editing dates to remember
• Editing a contact’s role

Delete contact information

• Delete contact information
• Delete background information
• Delete system tags
• Delete dates to remember
• Delete a contact’s role

Information tab actions

• Complete the New Contact dialog box for an individual
• Complete the New Contact dialog box for an organization
• Impersonate a contact
• Track an agent’s license expiration date
• Add all agencies to a contact
• Remove all agencies from a contact
• Pull a new credit score and report
• Set up email notifications
• View an insured’s insurance information

Add a new contact

• Add a New Individual contact overview
• Add a New Organization contact overview 
• Add a role overview

Basic contact information

• Add a contact name
• Upload a contact photo
• Add an address
• Add a phone number
• Add an email address
• Add a website

Individual contact information

• Add aliases to a contact
• Add gender to a contact
• Add a contact’s position
• Add a contact’s employer
• Relate one contact to additional contacts
• Add background information
• Add system tags
• Add dates to remember for an individual

Organization contact information

• Add FEIN/Tax ID
• Add contacts in the organization
• Relate one contact to additional contacts
• Add agency administrators
• Add background information
• Add system tags
• Add dates to remember for an organization

Add a role

• Add a role overview
• Add an agent
• Add a claims supervisor 
• Add an employee
• Add an inspector
• Add an underwriter

Organization roles

• Add an agency
• Add an agency group
• Add a carrier
• Add a fire department
• Add a mortgagee
• Add a police department
• Add a premium finance company
• Add a primary carrier
• Add a reinsurer

Individual and organization roles

• Add an additional insured
• Add an additional interest
• Add an administrator
• Add an attorney
• Add a board member
• Add a claimant
• Add a claims adjuster
• Add a contractor
• Add the In Care Of role
• Add a loss payee
• Add a medical provider
• Add a named insured
• Add a public claims adjuster
• Add a surplus lines producer
• Add an unlisted payor
• Add a vendor

Configuration overview

• Configuration overview

Manage business locations

• Add business locations
• Remove business locations

Manage lines of business for an agency

• Add lines of business to an agency
• Remove lines of business from an agency

Section title

• Overview link
• Procedure link
• Procedure link
• Procedure link
• Procedure link

Payments overview

• Payments overview

Add payment methods

• Add a credit card payment method
• Add an ACH payment method

Manage payment methods

• Update a payment method
• Remove a payment method

Section title

• Overview link
• Procedure link
• Procedure link
• Procedure link
• Procedure link

Security overview

• Security overview

Manage account security

• Set up multi-factor authentication
• Test password strength
• Generate a passphrase

Section title

• Overview link
• Procedure link
• Procedure link
• Procedure link
• Procedure link

Section title

• Overview link
• Procedure link
• Procedure link
• Procedure link
• Procedure link