Prepare for long holidays

In BriteCore, you can prepare for holidays in several ways:

  • Review calendar settings.
  • Add a new holiday.
  • Assess Non-Pays settings.
  • Assess Non-Renew settings.

Review Calendar settings

To review your calendar settings:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select System Wide, and then select Calendar.
  3. Update the settings far in advance of the holiday(s).
    Example: Update Thanksgiving settings no later than October.

Add a new holiday

Note: Set the dates far in advance of the holiday.

To add a new holiday:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select System Wide, and then select Calendar.
  3. In the Other Holidays section, you can select the Add Another Holiday icon .
  4. In the Name of Holiday box, type the name of the holiday.
  5. In the From (MM/DD/YYYY) and To (MM/DD/YYYY) boxes, type the holiday’s dates.
  6. At the bottom of the screen, select Save.

Note: Once you select Save, documents will no longer be scheduled to print on the dates indicated.

Assess Non-Pays settings

For potential non-pays, run the Invoices Coming Due report the week of the holiday.

Possible action

To avoid non-pays over a holiday:

  1. Edit or reprint the invoice in question, and then change its Due Date to the next available business day.
    Example: Change the Due Date to the Monday after Thanksgiving.
  2. Update the Cancel Date accordingly.

Assess Non-Renew settings

To assess Non-Renew settings:

  1. Access and upload the Policies in NonRenewal report from the shared BriteData folder.
  2. Run the report over the required date range.
  3. In Microsoft Excel, filter the columns as desired.

Verify Non-Renew Notifications

To verify Non-Renew Notifications:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Modules, and then select Policies.
  3. Under Policy LifeCycle, select Edit.

    Note: If you have made changes and haven’t selected Save, the Confirm dialog box appears.

  4. In the Choose a State dropdown list, select the applicable state.
  5. Select Non-Renew, and then, in the Notification section, view the Number of Days Prior.

Possible action

If a non-renewal is set to generate over the holiday (such as a policy with a January effective date), generate and mail the notice the week of Thanksgiving by selecting Custom Deliverable on the policy.

Note: The originally scheduled copy will still generate over the holiday and potentially print on the next scheduled business day.