Enhancements
Updated Credit Score Messaging in BriteQuote V2
In an effort to provide greater configurability options for carriers, recent updates to the Quote Wizard Placeholder settings now enable the tailoring of messaging related to credit score retrieval. Three specific settings have been introduced:
- Customized Message for Credit scoring when all insured should be pulled: Britequote.policy_wizard.setup_application.validation.credit_score_message_all_insureds
- Customized message for a single insured: Britequote.policy_wizard.setup_application.validation.credit_score_message_one_insured
- The name of the credit score message: Britequote.policy_wizard.setup_application.validation.credit_score_title." (BC-11963).
Claims Search on Addresses
BriteCore has added an address column to the Claims Search Page and expanded the ability to search for claims associated with specific addresses. This enhancement streamlines the claims identification process and provides more precise results. Users can conveniently toggle between viewing claims based on claim details or address information, thanks to a user-friendly toggle system similar to the one used in the Policies list page. (BC-12196).
Enhanced Unbound Application Notification in BriteQuote V2
A notification has been added to inform agents that an unbound application has been submitted in BriteQuote V2. This notification pop-up improves the user experience and ensures that agents are made aware of the status of their submitted application (BC-12408).
Improved Combined Billing Statement Regeneration
BriteCore introduced the ability to regenerate the Combined Billing Statement (CBS) with varying date ranges and the ability to filter by Policy Group during regeneration. Additionally, BriteCore now allows the regeneration of CBS even if it has been previously generated. The prior process for generating CGS relied on printing Billing Statements for policies within a group, resulting in CBS reports based on the same printing date. While due dates could be synchronized, the initial Billing Statement generated on the policy creation date remained separate and did not appear on the CBS. The recent improvement to CBS regeneration now provides greater flexibility to BriteCore users. (BC-12649)
Enhanced Policy Group Functionality for Billing Statements
This improvement provides the flexibility to include a policy in a Policy Group with the same Bill Whom as the main policy of the group, while still excluding it from the Combined Billing Statement. To achieve this, a solution has been implemented on the policy linking pop-up box to uncheck/check whether a policy should be included. By adding a specific tag to the policy, it clearly indicates that it should be excluded from the Combined Billing Statement. This enhancement empowers users with greater control over their Policy Groups and billing processes, ensuring that the billing statements align precisely with their requirements. (BC-12246)
Manual Generation of Consolidated Declarations
This enhancement addresses the need to manually generate a Consolidated Declaration within the administrative builder interface. To facilitate this functionality, several key components have been implemented, including a setting to enable the generation of Consolidated Declarations, the display of the Consolidated Declaration page on each linked policy with a "Do not Print" designation (with the first linked policy serving as the control for printing), and the addition of a new button in the admin builder for on-demand Consolidated Declaration generation. These improvements grant users greater control and flexibility in generating Consolidated Declarations, aligning the system with their operational needs. (BC-12527)
Policy Group Prioritization Enhancement
This improvement ensures that policies associated with a Policy Group are displayed prominently. Users can now easily locate policies by searching with the Policy Group number or Named Insured information. To achieve this, a new filter has been added to the policy search screen, allowing the retrieval of policies linked to a specific Policy Group number using both default and custom Policy Group billing numbers. This enhancement enhances the user experience by providing quick access to policies under the designated Policy Groups. (BC-12157)
Defects
Resolution of Confirmation of Cancellation Document Print Date Issue
A client recently reported an issue regarding the confirmation of cancellation document print date. When a policy is canceled, an automatic Confirmation of Cancellation document is generated with the intent to be printed and sent to the insured. However, the client encountered a recurring problem where policies exhibited a confirmation of cancellation document with a print date in the past. This resulted in the document not being sent for printing as expected. The root cause of this issue was identified as the system's handling of Return Premiums, which led to incorrect print dates being assigned. To address this concern, the code was revised to prevent this misalignment and ensure accurate print date assignment, ultimately resolving the problem. (BC-12721)
Resolution of Void Refund PayThe "void_refund_payments"
Billing Accounts Receiveable table encountered an issue as it failed to display the intended Void button on return premium entries in the Account History table for some clients. This problem stemmed from an erroneous validation check that incorrectly hid the Void button for entries categorized as Return Premium, despite the check being intended for payments. To address this issue, the validation logic has been adjusted to exclude Return Premium entries, ensuring the proper display of the Void button and a more accurate user experience. (BC-11744)
Insvista Report Enhancement for Policy Handling
This enhancement resolves an issue with the Insvista Report, which previously failed when encountering a broken policy, even if the policy should not have been included in the report. The implemented solution enhances the report's robustness when dealing with broken policies by adding a try-catch mechanism to handle policies without a committed revision. Additionally, the report now effectively excludes policies lacking Escrow Billing schedules. This improvement ensures the accurate and uninterrupted generation of the Insvista Report. (BC-12162)
Resolution for Duplicate Line Item Error during Policy Creation
An issue during policy creation, leading to a recurring error message, "subline credit does not allow multiple," was traced back to misordered rule effects. The system attempted to add a line item before a subline item, causing duplication errors. BriteCore addressed this by introducing a script to correct rule effects' ordering. This solution ensures proper sequencing and eliminates the redundancy issue during policy creation for clients using BriteQuote V2. (BC-12404)
Billing Banner Update
BriteQuote V2 users encountered an issue where the billing screen's banner displayed the annual premium irrespective of the chosen Payment Schedule. When modifying the billing schedule, the banner at the top failed to reflect the changes in the first installment value. To address this problem, an update was introduced, ensuring that the billing value is accurately reflected in the banner on the billing page banner. (BC-12547)
Mandatory Street Address Implementation
BriteQuote V2 users reported an issue where the street address for each location was erroneously considered optional, although it should be mandatory. This discrepancy occurred after converting the information into the application. To rectify this situation, a validation mechanism was strengthened to ensure that street addresses are mandatory when required for the application. (BC-12555)