Use the instructions on this page to set two settings for displaying contact information during the quote process:

• show_detailed_information_about_insureds
• show-address-county,

Users can be required to select  Legal Entity Type, Date Business Started, and DBA when activated. 

You can use three contact fields, Legal Entity Type, Date Business Started, and DBA(Doing Business As), to improve the underwriting process for commercial insurance.

The Legal Entity Type field appears as a dropdown under the Role tab within a Contact. The Date Business Started and DBA fields appear as a textbox under the Role tab within a contact. All three fields also appear on the policy setup page. These fields appear in both Generation 2 BriteCore Services and the Policy Wizard. To activate these fields:

Method 1:

1. Navigate to Settings > Modules > Contacts
2. Under Active Fields in BriteCore, click the box beside Legal Entity Type, Date Business Started, and/or DBA

Method 2:

1. Navigate to Settings > Advanced
2. Search: active-fields
3. Add `"legalEntityType": true`, `"dateBusinessStarted": true`, and/or `"doingBusinessAs": true`

If activated, these fields are optional by default. To require these fields:

1. Navigate to Settings > Advanced
2. Search: required-fields
3. Add `"legalEntityType": true`,  `"dateBusinessStarted": true`, and/or `"doingBusinessAs: true`

Legal Entity Types

The Legal Entity Type field appears as a dropdown menu. To set up the options available in this dropdown menu:

Method 1

1. Navigate to Settings > Advanced
2. Search: legal-entity-types
3. Enter legal entity type options as JSON objects with a type attribute and a nameattribute
   1. Ex: [{"type":"individual","name":"Individual"},{"type":"other","name":"Trust"},{"type":"other","name":"Estate"}]

Method 2

1. Navigate to Settings > Modules > Contacts
2. Under Legal Entity Types, add the legal entity type options as JSON objects with a `type` attribute and a `name` attribute
   1. Ex: [{"type":"individual","name":"Individual"},{"type":"other","name":"Trust"},{"type":"other","name":"Estate"}]

Show Detailed Information About Insureds

The show_detailed_information_about_insureds setting allows users to display detailed information on the Policy Setup page and the Information tab for a policy, including address, FEIN Tax ID, and Legal Entity Type (if activated). To enable the setting:

1. Login as Admin
2. Navigate to Settings > Advanced
3. Search: show_detailed_information_about_insureds
4. Click True

Show Insured's County with the Address

The show-address-county setting allows users to display insureds' county with the address on the Policy Setup page. To enable the setting:

1. Navigate to Settings > Advanced
2. Search: show-address-county
3. Click True