Enhancements
Quote Wizard Flows Ordering
The arrangement of the quote wizard flows within configuration (Agent Portal > Quote Wizard) has been revamped. Priority is consistently given to the default flows, encompassing both the Default Flow for new business and the Default Flow for Endorsement.
Following an alphabetical order, the flows for New Business and Endorsement are structured, with Non-Admin flows preceding Admin ones. For instance:
- Flow for [Commercial General Liability - Future Version]
- Flow for [Personal Auto - Future Version]
- Flow for [Personal Auto - Future Version (Admin)]
- Flow for Personal Auto - Future Version (Endorsement)
- Flow for Personal Auto - Future Version (Endorsement) (Admin). (BC-14024)
Enhanced Report Management
Previously, the display of reports in the Report List was limited to names and descriptions. BriteCore has introduced advanced filtering options to enhance the visibility and accessibility of various report types. These filtering options categorize reports by their category (such as Agency, Audits, Automobile, etc.), format (including CSV, Excel, HTML, PDF, TXT, or XML), and designation as either Custom or Prebuilt. Exclusively for Administrators, an additional dropdown menu, titled "Report Runner," has been integrated to cater to the needs of advanced users. These filters are particularly valuable as BriteCore's clients transition from custom to Prebuilt reports and prepare for the introduction of dynamic reports. (BC-14126)
Replacement of New Agency Experience Report
BriteCore clients, please be informed that the functionality of the New Agency Experience Report has been superseded by the Agency Principal Dashboard and the report will be phased out in this release. The original Agency Experience Report, known for its email distribution capabilities, remains available to BriteCore clients. BriteCore clients that are interested in discussing our Analytics roadmap and providing input can do so by reaching out to analytics product management.
Defects
Policy Declaration Generation Fix
Clients reported errors in generating multiple declaration pages for policy renewals in BriteCore. Attempts to view these pages resulted in 'Not Found' errors. Investigation revealed that including a signature graphic caused upload errors. This issue has been corrected, ensuring seamless generation and access to declaration pages for clients (BC-13557).
Fixing Auto-complete Issue in Label Names Dropdown FieldAn issue has been identified within BriteCore's underwriting rules configuration with attempting to type any available values under "Label Name," the auto-complete feature did not function as expected. Typing the value now yields a response (BC-14021).