Gen 3

Documents

Gen 3

Documents

Document generation triggers

You can create custom workflows to generate documents automatically in BriteCore. Sample stock deliverables and their triggers include:

  • Declaration: Commit revision (admin user or system)
  • Initial Billing Statement:
    • Commit revision on a new business policy (admin user)
    • Change billing schedule (admin user)
    • Edit and Reprint an invoice (admin user)
  • Renewal Billing Statement:
    • Commit revision on a renewal policy (admin user or system)
    • Change billing schedule (admin user)
    • Edit and Reprint an invoice (admin user)
  • Installment Billing Statement:
    • Commit revision on a policy with an installment billing schedule (admin user or system)
    • Change billing schedule (admin user)
    • Edit and Reprint an invoice (admin user)
  • Amended Billing Statement: Commit endorsement revision with premium increase (admin user)
  • Cancellation Billing Statment: Select cancel Policy button (admin user). This setting must be enabled under the Policy Lifecycle Settings.
  • Notice of Non-Renewal: Set policy to Non-Renewal then notification date comes to pass (admin user then system)
  • Notice of Cancellation: Select the Cancel Policy button (admin user)
  • Notice of Cancellation Non-Payment of Premium: Invoice due date comes to pass and amount due is above cancellation threshold (system)
  • Confirmation of Cancellation: Cancel date comes to pass (system)
  • Notice of Reinstatement: Select Reinstate Policy button (admin user)
  • Pre-Authorized Payment Schedule: Set up policy on auto-pay (admin user then system)
  • Return Premium Notice:
    • Cancel date comes to pass (system)
    • Select the Cancel Policy button and cancel the policy (admin user)
  • Quote Summary: Select the Print Quote Summary button (agent)
  • Policy Application:
    • Select the Print Application button (agent)
    • Select the Submit Application button (agent)
  • Continuation of Coverage – Non-Pay: Payment is received against a policy in cancellation pending for non-pay (user)
  • Continuation of Coverage – Other: Select the Reinstate Policy button when a policy is in cancellation pending (admin user)
  • Reminder Notice – Renewal Billing Offer: Sent in place of the notice of cancellation for non-pay when the invoice due date is reached (system)
  • Endorsement Summary: The setting Generate_endorsement_summary has to be set to TRUE and the User commits and endorsement revision on policy (admin user)
  • Payoff Balance Summary: Select Custom Deliverable button on a policy (admin user)
  • Combined Billing Statement: Policies are linked and invoices for those policies print on the same date (system)
  • Insured Letter: Select Custom Deliverable button on a policy (admin user)
  • Claim Acknowledgement Letter: Set claim to Open, Standard (admin user)
  • Loss Notice: Select the Custom Deliverable button on a claim (admin user)
  • Notification of Property Reinsurance Loss: Select the Custom Deliverable button on a claim (admin user)
  • Insurance Scoring Notification: Select the Custom Deliverable button on a policy (admin user)