Policy changes from the previous day are compiled in the InsVista table to send to InsVista. To view the InsVista table:
- Select Policies.
- Select Processing.
- Beside InsVista, select the gray arrow to expand the table.
From the Unsent File dropdown list, you can select the billing (BG) or homeowner's (HO) file. All of the transactions on the billing file are the BG transaction type. See Table 1 for the transaction types on the homeowner's file.
Table 1: Transaction types in the InsVista homeowners (HO) file.
| Transaction type | BriteCore transaction |
|---|---|
| NP | Policy created |
| RN | Policy renewed Renewal status changed to renew |
| RT | Policy reinstated |
| ED | Policy rewritten Loss payee added Loss payee deleted Mortgagee updated Agent/Agency changed Effective date changed Premium changed Primary insured changed Primary insured address changed |
| NR | Policy expired Renewal status changed to non-renew |
| CX | Policy canceled |
| RC | Policy set to active |
| CP | Policy entered Cancellation Pending for Non-Payment of Premium Policy entered Cancellation Pending for Underwriting |
| CX | Policy canceled and renewed Policy canceled and renewal status changed to renew No account balance and policy entered Cancellation for Non-Payment of Premium No account balance and policy entered Cancellation for Underwriting |
| RO | This transaction type appears if the policy renews and the renewal_remind_override and suppress_confirmation_of_cancellation settings are enabled. |
| RR | This transaction type appears if the policy cancels and the renewal_remind_override and suppress_confirmation_of_cancellation settings are enabled. |