Enhancement
Enhancing SOV Process for Policy Creation by Agencies
The SOV (Statement of Values) process has been enhanced to include the "policy-go-to" setting, enabling users to create policies that are directed to agencies. To support this functionality, a new column titled "Agency Name" has been incorporated into the SOV. When the "policy-go-to" setting is designated as "Agency" and the SOV contains relevant agency data, policies can now be generated, linking them with the appropriate agency information. (BC-13738)
Semi-Automatic Export of Return Premium Records
BriteCore has added functionality to streamline the export of Return Premium records, featuring a new UI checkbox not dependent on the activation status of an accounting vendor. This checkbox, named "toExport," determines whether a record is included in the export process. When initiating an export with enabled vendors, the system now considers the "toExport" status: if unchecked, the record is disregarded, while if selected, it proceeds with the export. Additionally, a new setting, "return-premiums-to-export-default-value," establishes the default value for this checkbox (initially set to True). Clients on BriteCore retain this default setting, with the flexibility for updates as needed via advanced settings. (BC-13195)
Defects
Claim Processing Page no longer displays Historical Payment Transaction
BriteCore has addressed a minor bug affecting the Claims > Processing page, where historical payment transactions were erroneously displayed. A new filter has been implemented for claim payment transactions by the historical field, ensuring that only relevant and current payment data is included on the page. (BC-13723)
Showing Address in Administration Portal for Mortgagee
Mortgagee addresses that were entered via the agent portal were not displayed in the administration view of the policy. Although the addresses were correct on the Mortgagee contact page and printed correctly on Declaration pages, the addresses were missing from the UI display. This issue was intermittent, affecting only select policies and not tied to a specific policy type. Clients observed instances where some policies show one mortgagee's address while another's was missing. This inconsistency posed challenges, particularly when managing multiple mortgagees with the same name but different addresses. This issue has been resolved, ensuring accurate and consistent display of mortgagee addresses. (BC-13659)
Ensuring Correct Payment Plan Selection for Payor Contacts in Quote Wizard
BriteCore implemented a validation in the billing tab where users are now prompted to update the billing tab with the correct payment plan information before proceeding with the submission. Previously, BriteCore allowed the quote submission process to proceed without a payment plan selected, which deviates from the intended workflow. (BC-13685)
Improving Due Date Accuracy and Overdue Status in Policyholder Portal
Previously in the BriteCore policyholder portal, insureds encountered issues where the displayed Due Date was incorrect, which led to payment statuses inaccurately labeled as "Overdue" even when payments were not yet due. To address this issue, a change was made to ensure the BriteCore policyholder portal accurately reflects the Due Date for all billed amounts. Additionally, the Overdue status now only applies if the policy is in cancellation pending for non-payment of premium due to an overdue payment, aligning with the intended functionality. (BC-13188)
Premium Written Earned Unearned Report Improvement
The Premium Written Earned, Unearned report has been updated to include "fully earned" items in the calculation of earned premiums. This adjustment enables BriteCore Clients to recognize fully earned items immediately, enhancing financial management and revenue recognition practices. It contributes to improved risk management and strengthens financial stability. (BC-12340)