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.