Enhancements
Betterview Inspection Integration for Administrators
Betterview inspection is now seamlessly available, providing enhanced property insights. Administrators can conveniently order the inspection report directly from the property tab by selecting "get Betterview property insight." Upon agreeing to run the inspection, administrators can instantly view the Betterview report both in a modal pop-up and in the Policy Attachment. To enable this feature, administrators can configure Betterview integration settings via the vendor integration settings page, where they can input the required Client ID and Secret to establish a connection with the Betterview API. (BC-12334).
New Support Tool for SunGard Rerun
A new Support Tool has been added, providing administrators with the capability to manually trigger the rerun of SunGard for both return premiums and claim payments. This tool can be accessed at User Avatar > Resources > Support Tools > SunGard rerun tool. It addresses intermittent issues wherein the Return Premium file did not generate automatically overnight. Administrators can now use this Support Tool to rerun SunGard by selecting the transaction date and choosing the file type (i.e. claims). (BC-12925)
Streamlined Multi-Location Policy Quoting Process
In response to user feedback regarding the quote creation for multi-location policies, an enhancement has been introduced to streamline the address entry process. Currently, the quote wizard necessitates entering an address in a pop-up box before advancing to the risk details page, where the address must be re-entered. To enhance efficiency, users now have the option to choose whether to move directly to the risk details page upon selecting "add an address." The configurable setting, `risks.panel.risk_address`, located in the wizard flow, defaults to "modal," and changing it to "standard" aligns the behavior with the desired streamlined process, providing users with a more efficient and intuitive multi-location policy quoting experience. (BC-13124)
Unified Claim Dispute Functionality in Quote Wizard
Quote Wizard has been enhanced to more closely align its functionality with the legacy quoting flow. Previously, in the legacy quoting flow, agents had the capability to dispute a claim reported via a vendor, accompanied by the "claim filed against" field. Recognizing the importance of extending this functionality to clients utilizing Quote Wizard for their agent quoting flow, agents can now dispute losses pulled in from the CLUE report within Quote Wizard, mirroring the legacy system. The advanced setting "add-loss-dispute" works for both legacy and quoting systems. Clients can utilize this setting, set to True, to seamlessly dispute claims. (BC-13187)
Defects
Update Visibility Control for Underwriting Rules in Line Setup
BriteCore has addressed a limitation in the rate change process related to underwriting rules. Previously, the option to select most line items within underwriting rules was unavailable. Specifically, when there is a system tag associated with the line item, BriteCore requires adding another system tag named "Underwriting Rules" to enable it in rules page. Moving forward, if there are no system tags associated with an item in line setup, the item will be visible in underwriting rules. Conversely, when system tags are associated, the item will only be visible in underwriting rules if the specific "Underwriting Rules" system tag is also associated. (BC-13281)
Strengthened Binding Authority Checks for Policy Submissions
Clients have reported instances of policies with effective dates exceeding the configured number of days in the past being submitted. This issue stems from binding authority settings not being checked beyond the policy type selection page. Agents, when resuming an old quote, could submit it on a date outside the required binding authority settings without encountering any block. In response to this, a new check has been added to enforce binding authority settings before the submission of both STP (Straight Through Processing) and non-STP quotes. This ensures a more robust validation process, preventing policy submissions with effective dates that violate configured binding authority requirements. (BC-11266)
Corrected Display of 'Choose An Agency' Field in Quote Wizard
An issue was identified in the Quote Wizard, specifically in the 'Choose An Agency' field during the contact step, where the field was erroneously displaying the Contact ID instead of the Contact Name. This anomaly occurred when a user impersonated another agent. The root cause was traced to the system fetching the logged-in user's agencies instead of displaying the quote creator agencies, leading to incorrect dropdown options. To address this, a fix has been implemented to ensure that when creating a quote as an agent and subsequently opening it as an agency, the 'Choose An Agency' dropdown now accurately shows the name of the selected agency, resolving the display discrepancy in the quote wizard. In addition, BriteCore changed the width of the dropdown to the longest item in the dropdown list. (BC-13153 & BC-13329)