Enhanced Credit Score Refresh BriteCore now allows for per-policy type configuration of the credit score refresh settings which delivers greater flexibility to carriers. Previously, credit score refresh settings were global and couldn’t be tailored to specific policy types. Additionally, the system did not proactively request new credit scores and instead relied on existing CreditReport entries. In addition, the enhancement includes automatic requests for new credit scores during policy renewals, enhancing the accuracy of Credit Tier categories, and custom credit score ratings. In case of a request failure, the system leaves the renewal process open, sends email notifications to the carrier, and refrains from making any changes until the issue is resolved (BC-12229).
Policy Type-Specific Tenant Management. The 'enable-adding-tenants-to-properties' setting has been updated to enable a policy type-specific approach. This enhancement allows for the activation of the feature based on the specific policy types, recognizing that not all policy types necessitate the inclusion of tenants (BC-12345).
Enhanced Endorsement Summary Generation. In addition to the generation of stock endorsement summaries, BriteCore has introduced a method that can be called from custom deliverables via Jinja templates to render only the changes made in endorsement revisions. Previously, the stock endorsement summary was generated by compiling all policy details instead of restricting it to the changes within the endorsement, resulting in a less-than-ideal user experience. With the enhancement, a custom endorsement summary can be created to provide a clear comparison of changes made in the current endorsement revision and the previous revision, encompassing aspects such as Named Insureds, Mortgagees, Properties, Property Coverages, Policy Coverages, and Premium (BC-12575).
Creation of Consolidated Declaration Page with Location Listing and Billing Sheet. This enhancement establishes a custom deliverable template for a Consolidated Declaration Page, encompassing a comprehensive list of all locations. The process involves the generation of a consolidated declaration page during the nightly process, triggered when a policy is linked, and at least one policy is committed. Moreover, any subsequent addition of a new policy to the linked policy or endorsement initiates the creation of a new Combined Declaration during the nightly process. To utilize this feature, administrators should enable the advanced setting "consolidated-declaration-statement" and proceed to create the custom deliverable using the existing Consolidated Declaration page Jinja template (BC-12155).
Outdated Invoices not removed. In BriteCore, when altering a policy's life-cycle billing schedule while the policies are still active, such changes could lead to discrepancies in the "date" value for all associated installments. Consequently, when an end-user initiated an endorsement, the system was unable to effectively manage outdated invoices, as it couldn't recognize the installments.
To address this issue, BriteCore implemented a change to ensure that, even when endorsements are made alongside billing setting adjustments, the system can now remove outdated invoices from the printing process (BC-12110).
Show E2value data without user awareness. In the Quote Wizard, an issue was identified where the E2value data, particularly for property valuation, was not initially displayed at the end of the rating screen. However, it became visible when returning to the rating tab after initially advancing forward. This discrepancy arose due to automatic progression to the next step when BriteCore transforms the quote into an application. To address this discrepancy, the automatic advancement to the next step is halted when property valuation information needs to be displayed, ensuring that the E2value is readily available for user convenience (BC-12556).
Reload page if effective date is reset by user. Clients have the capability to define a specific time period for both past and future effective dates, effectively restricting agents from submitting new business beyond these predefined timeframes. When an agent attempts to access a quote with an inappropriate effective date, they receive a message adjusting it to the minimum allowable date. However, term dates do not update until the agent exits and re-enters the quote, potentially allowing submission with a date that should be restricted. To resolve this issue, BriteCore has implemented an automatic page refresh when the effective date is changed, synchronizing to ensure accurate and compliant policy submissions (BC-11997).
Email failure due to unique characters. In some instances, deliverable emails were dispatched but remained unmarked as "sent" due to the presence of unique characters in the subject line, preventing the creation of corresponding notes. This issue led to the inadvertent resending of these emails. As a solution, BriteCore now automatically replaces these unique characters in subject lines with appropriate ASCII characters, ensuring that sent emails are accurately marked as such and eliminating the redundancy of email deliveries (BC-12642).