Document generation triggers

You can generate documents automatically in BriteCore when you set up custom workflows. Custom workflow creation involves how you set up the Quotes, Policies, Claims, and Rules modules during configuration/implementation to interact with one another in your site.

  • 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)