Policies module-specific settings overview

In BriteCore, the Policies module has the following module-specific settings:

• Policy Lifecycle - Edit
• Options
  • Disable Notes Edit
• Contacts
  • Show Premium Finance Company
  • Suggested Interests
  • Mortgagee Types
  • Attach an Agent to a Policy
  • Attach an Agency to a Policy
• Policy Numbers
  • Prefix
  • Year
  • Suffix
• Terms
  • State
  • Line of business terms for 3 year, 18 month, Annual, 9 Month, 6 Month, 3 Month
  • Reference New Credit Scores every ___ Policy Terms
• CAT Data
  • Do Not Collect Property CAT Data
  • Use AIR Model
• Fees
  • NSF Fee
  • Endorsement Invoice Fee
  • Equity Invoice Fee
• Accounts Receivable
  • Default Date To
  • Print Combined Billing Coversheet
  • Display link to old account history
  • Display Void option for Exported Return Premium rows
  • Display the revision history on the Accounts Receivable page
  • Display the revision history on the Accounts Receivable page for Agents
• Processing
  • Nightly Processing - Manual
  • Nightly Processing -  Automatic
  • Print Application button visible - Visible
  • Print Application button visible - Invisible
  • Enable 'enforce-yearbuilt-cross-terms' Advanced Setting
• Attachments
  • Do Not Show Billing Folders when on Agency Billing
  • Sync Pre-Authorized deliverable date to Print Date

To access the Policies module-specific settings:

1. In the BriteCore menu, select Settings.
2. In the Settings menu, select Modules, and then select Policies.
3. On the Settings screen, you will see all of the module-specific settings for Policies.

Note: With the exception of the Terms settings, all Policies settings are global.