Configuration overview
The line(s) of business (LOBs) and location(s) that an agency and/or agent can write business for are configured within the Configuration tab of the Contacts
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The line(s) of business (LOBs) and location(s) that an agency and/or agent can write business for are configured within the Configuration tab of the Contacts
In the Information screen, you can add a contact’s gender. The field Gender only appears when adding or editing an Individual contact, as this field
In the Information screen of the Contacts module, you can add an alias to an existing or new individual contact. You can add multiple aliases.
Agency dashboards provide you with a visual display of key metrics and performance indicators. More than one dashboard can be accessed by an agency or
Purpose The Search box allows users to type a search criteria so they can generate a list of matching policies. Users can search by policy
In the Dates to Remember section of a contact’s Information tab, you can post reminders and create alerts. For individuals, you can create a reminder
The New Contact dialog box will open if a name is entered that doesn’t already exist in BriteCore as a contact. To complete the New
The New Contact dialog box will open if a name is entered that doesn’t already exist in BriteCore as a contact. To complete the New
You can grant agents and agencies permission to access the Contacts module. However, by default, users with the agent or agency role don’t have access.
If you transferred mortgagee policies from one mortgagee contact to another in error, you can use the Revert Mortgagee Policies Transfer tool to undo the