Feature preview
You will have access to these features soon.
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.
Customize installment fee by payment method
With this feature, you will be able to configure a unique installment fee for each payment method within each billing schedule.
BriteApps (web version): Payment screen redesign
The Payments screens of the Policyholder portal (web version) have been redesigned to give the app a more modern look and feel and enhance the user experience.
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.
Policy Retention report
Policy Retention will be a new standard report that allows a carrier to see how well they retain existing policies over a time range.
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.
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.
Underwriting rules scope: Property to Policy Wide
In Classic Rules, you will be able to create underwriting rules with the trigger in the Property section and the effect in the Policy Wide section of the quote.
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.
Invoice due date selection
The Invoice Due Date Selection feature will allow you to select a specific due date for individual policies and linked policies.
Changes to due dates, non-pay notices, and cancellation dates
Non-pay notices will issue only on non-holiday business days. Cancellations for non-payment of premium will also automatically process on non-holiday business days.
Disable Login Information for BriteAuth users
When BriteAuth is enabled, the Login Information section of a contact in the Contacts module will be disabled. This change only affects BriteAuth users.
LexisNexis Auto Data Prefill
BriteCore will support integration with LexisNexis Auto Data Prefill for auto insurance.
LexisNexis C.L.U.E. Auto
BriteCore will support integration with LexisNexis C.L.U.E. Auto.
LexisNexis National Credit File for auto
Britecore’s integration with LexisNexis National Credit File (NCF or LexisNexis Credit) is expanding so insureds’ credit reports can also be pulled for auto policies.
Additional driver
BriteCore will allow agents and clients to add additional drivers to policies.