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
Category: Contacts
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Add gender to a contact
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
Add aliases to a contact
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.
Access agency dashboards
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
Search box
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
Add dates to remember for individuals
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
Complete the New Contact dialog box for an organization
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
Complete the New Contact dialog box for an individual
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
Set up agency access to contacts
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.
Revert mortgagee policies transfer
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