Enhancements

Financial Authority

BriteCore has introduced authority limit configuration that empowers system administrators to set authority limits at multiple levels, catering to everyone, user groups, permission levels, or individual contacts. The Authority Limit configuration includes the ability to set limits based on the policy's first effective date, business location (state), specific policy types, and diverse policy coverages. The addition of limit aggregation options, including individual, coverage aggregate, and claim aggregate, offers nuanced control. Administrators can specify dollar figures for various transactions, including loss reserve, adjusting reserve, legal reserve, expense reserve, loss payment, adjusting payment, legal payment, and expense payment. This comprehensive feature enables organizations to achieve precision and compliance in financial authority management (BC-11899).

Suspensions Now Configurable Zip codes/States/Counties and Business Location

The Suspensions user interface has been enhanced to enable users to configure suspension restrictions at the Zip code, county, and state levels, offering increased flexibility. This functionality is accessible under Settings > Agency Portal > BriteQuote Suspension. Within the existing Add Suspension module, administrators can choose the suspension restriction level that aligns with their specific needs, whether it be based on Zip code, county, or state (BC-13134).

Enhanced Report Notes

BriteCore has recently improved the report module to address a limitation where the notes section didn't capture all operations such as create, read, update, and deleting of a report. With this enhancement, the report module now records various operations in collaboration with the Notes module. This update ensures a more comprehensive tracking experience for users engaging in different activities within the report module (BC-13406).

Defects

Quote Wizard Billing Update: Clarifying First Installment Due Date

The billing banner on the Quote Wizard billing page previously caused confusion by stating "The first installment is due on submission," despite the payment summary indicating no payment due on submission. To address this discrepancy and enhance clarity, the billing banner has been updated to accurately reflect that the first installment is due on a specific future date, eliminating any confusion about immediate payment upon submission. The revised wording now reads: "The first installment is due on (date)." (BC-13372).