Enhancements

API Enhancement for Agency Group Linking (BC-15376)

This release enhances the API to allow linking an Agency to an Agency Group. The create_contact and modify_contact endpoints have been updated to accept the agency_group_id parameter. These endpoints now return the agency.group and agent.agencies, enabling seamless integration between Agencies and their associated Agency Groups through the API. This improvement simplifies data management and enhances flexibility for clients.

Exported Claims Payments & Return Premium Enhancements (BC-15722)

This release introduces improvements to support reliable date-bound reports for Exported Claims Payments and Return Premium checks. BriteCore will now assign an "Exported" date to any exported claim payment or return premium transaction, ensuring accurate reporting. Additionally, auto-incrementing check numbers, previously only supported via API-called exports, are now applied to UI exports as well. When the settings policies.refund-check-calendar or claims.payment-check-counter are set to a value greater than 0, check numbers will be automatically assigned during export for all payments.

Defects

Copied Quotes Appeared on Uncommitted Policy Revisions Report (BC-15455)

This release addresses an issue where copied quotes were incorrectly appearing in the Uncommitted Policy Revisions report. To ensure accurate reporting, we have updated the report to exclude quotes with a policy status of 'Unsubmitted' or 'Submitted'. This modification ensures that only valid policy revisions are included, providing a more accurate view of uncommitted policy changes.

Commission Structures Custom Sorting Breaks (BC-15861)

Before this fix, navigating to Commission Structures and trying to edit or save the page without making any drag and drop changes, would still break the previously applied custom sorting.  Now editing or saving the commission structures pages will not break sorting.

Quoting Allows Submission of Applications with No Billing Configuration (BC-15071)

In this release, we have addressed an issue where agents were able to submit policy applications without billing contact information. The system was allowing submissions even when the "bill whom" contact was tied to a mortgagee and later removed. This could lead to incomplete billing setups. With this update, agents will now be required to provide billing information before submitting a policy. Additionally, if the "bill whom" mortgagee is removed, the billing contact will be reset to ensure accurate and complete billing data is maintained.