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You will have access to these features soon.

Delay cancellation per policy

With the Delay cancellation per policy feature, users can delay the policy cancellation date to provide additional time to pay an outstanding balance without extending the effective date of cancellation. A balance must be billed before the user can delay the cancellation date, and the selected cancellation date must be both greater than the original cancellation date and greater than today’s date. When a user delays cancellation, the policy will cancel on the new cancellation date (unless payment is issued) but will use the original cancellation date as the effective cancellation date.

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Changes to Pending Commissions Payments screen

With this feature, you will be able to make manual commission adjustments on all commissionable policies per agent or agency for the most recent month, until the Commissions Payment Queue is cleared or processed. You will be able to make multiple adjustments, positive or negative, per agent or agency at one time. If manual commission adjustments are made, you will be able to regenerate an Agent Commission Report from the Pending Commissions Payments screen, and the Agent Commission Report will reflect the manual adjustment change.

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Agent portal: New Accounts Receivable screen

BriteCore provides agents with additional features, enhanced usability, and a modern look with the new Accounts Receivable screen in the Agent portal. The new Agent portal Accounts Receivable screen is consistent with recent Accounts Receivable screen changes in the Provider Administrator portal.

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Loss Run Report

Accessible from the new Loss Run tab in the Reports menu, the Loss Run report is created by an agent for a single policy. A Loss Run report is a frequent request from a policyholder. This first stage of Loss Run reports will allow the agent to create a Loss Run for one of their policies without having to contact the carrier.

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Historical Submitted Application Report

With the Historical Submitted Application Report, you can get details of all submitted applications that occurred over a date range, regardless of the current status of the policy or if the policy was accepted/rejected by underwriting.

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Rate Capping

Rate Capping will allow a carrier to cap a renewal rate change at each renewal until reaching the approved rate level using either a maximum percentage increase/decrease or a set dollar amount.

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Publish rewritten reports

Several legacy hardcoded reports that directly access a client’s database will be rewritten to use dataframes instead of SQL statements, which will optimize infrastructure changes and reduce the potential for errors when balancing between reports.

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