Notes overview

In the Provider Administrator portal, the Notes screen appears in each module. However, in the Agent portal, the Notes screen appears only in the Policies module. The Notes screen contains a record of all notes created for the specific area it appears in.

Depending on the module, the Notes screen will contain one of the following:

  • A record of actions performed within the module.
  • A record of actions performed within a specific contact, policy, or claim.

Note:BriteCore automatically generates notes to document actions performed. You can also create notes manually to document updates, changes, or alerts not already generated.

Notes in BriteCore modules

Contacts

Each existing contact has Notes attached to it. When you access a contact, you can access that contact’s Notes screen. BriteCore automatically generates notes in the contact’s Notes screen when you make changes to that contact, including adding or removing the contact from a policy or claim.

Example: If you add a contact to a policy, BriteCore generates a note titled Contact added to Policy

Lines

The Lines module has Notes attached to it. When you access the Lines module, you can access its Notes screen. BriteCore automatically generates notes when you perform actions in the Lines module.

Example: When you edit a policy line, BriteCore generates a note titled Edited a Policy Line

Policies

Every existing policy has access to Notes, which is housed in the Policies module. 

  • When you access the Policies module, you can access its Notes screen. BriteCore automatically generates notes when actions are performed within the Policies module.


    Example: If you review commission payments, BriteCore generates a note titled Commission Payments Reviewed.

  • When you access a specific policy, you can access the policy’s Notes screen. BriteCore automatically generates notes in the policy’s Notes screen when you make changes to that policy.


    Example: When you create a revision on a policy, BriteCore generates a note titled New Revision Created.

Claims

Every existing claim has access to Notes. When you access a claim, you can access the claim’s Notes screen. BriteCore automatically generates notes in the claim’s Notes screen when you make changes to that claim.

Example: If you add a recovery transaction, BriteCore generates a note titled Recovery Transaction Added

Reports

The Reports module contains Notes. When you access the Reports module, you can access its Notes screen. BriteCore automatically generates notes when actions are performed within the Reports module.

Example: If you look up loss history, BriteCore generates a note titled Loss History lookup performed

Settings

The Settings module has access to Notes. When you access the Settings module, you can access its Notes screen. BriteCore automatically generates notes when actions are performed within the Settings module, such as updating the Policy Lifecycle settings or changing the default of an advanced setting.

Notes actions

On the Notes screen, you can: