Integrations overview

Auto integrations

Commercial integrations

Property integrations

Need help with a specific integration?

Integration typeSelect an integration typeAccountingAdditional productsChatCheck scanningDocumentsDownloadsImagingInspectionsMaps & addressesNotificationsPaymentsPrintingProperty valuationProtection classRisk assessment

AccountingSelect an accounting integrationIntacctQuickBooksStone RiverSunGard

Documentation

Intacct overview

Intacct setup

| Note: Intacct was developed by SS&C Solutions.

Documentation

Quickbooks overview

Quickbooks setup overview

Set up Quickbooks locally

Set up the Quickbooks Web Connector

Set up Quickbooks in BriteCore

Create an IWSWebSvc.qwc file

Process payables with Quickbooks

Quickbooks troubleshooting resources

Quickbooks FAQs

Documentation

StoneRiver overview

StoneRiver setup

StoneRiver record types and layouts

StoneRiver FAQs

Documentation

SunGard overview

SunGard setup

Additional productsSelect an additional productHartford Steam Boiler (HSB)Travelers Boiler Re

Documentation

HSB overview

HSB setup

HSB FAQs

Documentation

Travelers Boiler Re setup

ChatSelect a chat integrationWebsite Alive

Website Alive

Website Alive (Chat) setup

| Note: Website Alive doesn’t appear on BriteCore’s interface.

Check scanningSelect a check scanning integrationBB&TPNC Lockbox

| Note: Please direct all questions to your customer service and support teams..

Documentation

PNC Lockbox overview

PNC Lockbox setup

DocumentsSelect a document integrationBriteDocsGoogle Drive

Documentation

BriteDocs overview

BriteDocs setup

Associate BriteDocs deliverables to BriteCore

Additional BriteDocs documentation

Documentation

Google Drive overview

Enable Google Drive

Google Drive FAQs

DownloadsSelect a downloads integrationDropboxIVANS

Documentation

Dropbox overview

Dropbox setup

Use Dropbox to print documents offsite

Dropbox FAQs

Documentation

IVANS overview

IVANS setup

IVANS Download services overview

IVANS Claims

IVANS Direct Bill Commission Statement (DBCS)

IVANS Download

IVANS eDocs overview

IVANS eDocs setup

Hide calculation line items from the XML of the IVANS report

ImagingSelect an imaging integrationImageRightOnBase

Documentation

ImageRight setup

ImageRight filename format configuration

ImageRight FAQs

Documentation

OnBase setup

InspectionsSelect an inspection integrationManual inspectionsReliable Reports

Documentation

Manual Inspections setup

Documentation

Reliable Reports setup

Maps and addressesSelect a map or address integrationGoogle Maps (Onix)SmartyStreets

Documentation

Google Maps overview

Google Maps setup

Google Maps configuration

Documentation

SmartyStreets overview

SmartyStreets setup

SmartyStreets configuration

Mortgagee notificationSelect a mortgagee notification integrationInsVista

Documentation

InsVista overview

InsVista setup

Send files with InsVista

Create an InsVista test file

InsVista file specifications

Work with HO and BG files

PaymentsSelect a payment integrationAuthorize.neteDatabaseiCheckGatewayInvoice CloudOrbipayPlum VoiceStripePayCloud.io

Documentation

Authorize.net overview

Authorize.net setup

Documentation

eDatabase overview and setup

Documentation

iCheckGateway overview

iCheckGateway setup

Test iCheckGateway payments

Documentation

Invoice Cloud overview

Invoice Cloud integration functionality

Invoice Cloud setup

Enable Invoice Cloud

Test Invoice Cloud

Manage convenience fees with Invoice Cloud

Make a downpayment with a credit card

Make an ACH downpayment

Documentation

Orbipay overview

Orbipay setup

Documentation

Plum Voice overview

Plum Voice setup

Documentation

Stripe overview

Stripe Connect Platform setup

Documentation

PayCloud.io overview

Debug payCloud.io errors

PayCloud.io FAQs

PrintingSelect a printing integrationMassPrintingOBRIEN Insurance SolutionsTitanium Blizzard

Documentation

MassPrinting overview

MassPrinting setup

Documentation

OBRIEN Insurance Solutions overview

OBRIEN Insurance Solutions setup

Documentation

Titanium Blizzard overview

Titanium Blizzard setup

Manage printers

Print manually with Titanium Blizzard

Print automatically with Titanium Blizzard

Batch print with Titanium Blizzard

Manage known documents

Email print job information

Change printers while using Titanium Blizzard

Restrict application printing for incomplete quotes

Retrieve and send log files

Use the Titanium Blizzard API keys

Update Titanium Blizzard

Stop using Titanium Blizzard

Uninstall Titanium Blizzard

Troubleshoot Titanium Blizzard

Titanium Blizzard FAQs

Property valuationSelect a property valuation integratione2ValueISO Verisk

Documentation

e2Value overview

e2Value setup

Willis Towers Structure/e2Value Insurance Score setup

Retrieve an insurance score with Willis Towers Watson/e2Value

Documentation

360Value overview

360Value setup

360Value reports

Prefill Services overview

Prefill Services setup

Protection classSelect a protection class integrationISO Protection Class

Documentation

ISO Protection Class lookup overview

ISO Protection Class lookup setup

Building Code Effectiveness Grading Schedule (BCEGS)

Set up Agent policy workflow with BCEGS and construction year

Set default as prior protection class

Risk assessmentSelect a risk assessment integrationAIR WorldwideAON Cat ScoreHazardHubISO A-PLUSISO Credit ScoringISO Loss HistoryISO Motor Vehicle ReportISO VINMASTERLexisNexis Advanced Linking InitiativeLexisNexis Auto Data PrefillLexisNexis C.L.U.E.LexisNexis Credit ScoreLexisNexis FIRStLexisNexis Motor Vehicle ReportOFACRiskMeter

Documentation

AIR Worldwide setup

| Note: Please direct all questions to your customer service and support teams..

| Note: Please direct all questions to your customer service and support teams..

Documentation

HazardHub setup

Documentation

ISO A-PLUS overview

ISO A-PLUS setup

ISO A-PLUS post-live setup

ISO A-PLUS report content

Documentation

ISO credit scoring setup

| Note: Please direct all questions to your customer service and support teams..

| Note: Please direct all questions to your customer service and support teams..

Documentation

ISO Motor Vehicle Report overview

ISO Motor Vehicle Report setup

Documentation

ISO VINMASTER overview

ISO VINMASTER configuration

Documentation

LexisNexis Advanced Linking Initiative overview

Documentation

LexisNexis Auto Data Prefill overview

LexisNexis Auto Data Prefill configuration

Documentation

LexisNexis C.L.U.E. overview

LexisNexis C.L.U.E. setup

Add LexisNexis system tags

Generate monthly claims reports

Enable the clue file prefix advanced setting

Add the Claims Free Discount to a policy

Documentation

LexisNexis credit scoring overview

LexisNexis credit scoring setup

LexisNexis credit tiers setup

LexisNexis credit score testing

LexisNexis National Credit File configuration

Enable LexisNexis credit score reports for international addresses

Enable the optional SSN setting for LexisNexis

Send conditional credit scoring data to LexisNexis

Set up and generate an Adverse Action Letter

Documentation

LexisNexis FIRSt overview

LexisNexis FIRSt setup

Documentation

LexisNexis MVR overview

LexisNexis MVR configuration

Documentation

OFAC Financial Anti-Terrorism Cross-Reference overview

OFAC Financial Anti-Terrorism Cross-Reference setup

| Note: OFAC doesn’t appear on BriteCore’s interface..

Documentation

Riskmeter setup

| Note: Please direct all questions to your customer service and support teams..

A – H

• BriteDocs
• Dropbox
• e2Value
• Google Drive

I – N

• InsVista
• Intacct
• Invoice Cloud
• ISO A-PLUS
• ISO Prefill Services
• ISO Verisk – 360Value
• IVANS
• LexisNexis credit scoring
• LexisNexis FIRSt
• MassPrinting
• MHC Document Express
• Mutual Boiler Re

O – Z

• OBRIEN Insurance Solutions
• PNC Lockbox
• Quickbooks
• PayCloud.io
• StoneRiver PTE
• Stripe
• SunGard
• Titanium Blizzard

Property valuation

• e2Value
  • e2Value setup
  • Willis Towers Structure/e2Value Insurance Score setup
  • Retrieve an insurance score with Willis Towers Watson/e2Value

Intacct

Intacct was developed by SS&C Solutions.

• Intacct overview
• Intacct setup

Quickbooks

• Quickbooks overview
• Quickbooks setup overview
• Set up Quickbooks locally
• Set up the Quickbooks Web Connector
• Set up Quickbooks in BriteCore
• Create an IWSWebSvc.qwc file 
• Process payables with Quickbooks
• Quickbooks troubleshooting resources
• Quickbooks FAQs

StoneRiver

• StoneRiver overview
• StoneRiver setup
• StoneRiver record types and layouts
• StoneRiver FAQs

SunGard

• SunGard overview
• SunGard setup

Hartford Steam Boiler

• Hartford Steam Boiler (HSB) overview
• Hartford Steam Boiler setup
• Hartford Steam Boiler FAQs

Travelers Boiler Re

• Travelers Boiler Re setup

Zendesk

Note: Zendesk doesn’t appear on BriteCore’s interface.

• Zendesk setup
• Automatically assign a client’s Zendesk tickets to a group
• Create a Zendesk group
• Create a Zendesk view to show open tickets
• Remove a user from Zendesk ticket access

eDatabase

• eDatabase setup

Website Alive

Note: Website Alive doesn’t appear on BriteCore’s interface.

• Website Alive (Chat) setup

PNC Lockbox

• PNC Lockbox overview
• PNC Lockbox setup

Travelers Boiler Re

• Travelers Boiler Re overview
• Travelers Boiler Re setup
• Travelers Boiler Re FAQs

Travelers Boiler Re

• Travelers Boiler Re overview
• Travelers Boiler Re setup
• Travelers Boiler Re FAQs

BB&T (File Upload)

• BB&T overview
• BB&T setup
• BB&T FAQs

PNC Lockbox

• PNC Lockbox overview
• PNC Lockbox setup

Travelers Boiler Re

• Travelers Boiler Re overview
• Travelers Boiler Re setup
• Travelers Boiler Re FAQs

Travelers Boiler Re

• Travelers Boiler Re overview
• Travelers Boiler Re setup
• Travelers Boiler Re FAQs

BriteDocs

• BriteDocs overview
• BriteDocs setup
• Associate BriteDocs deliverables to BriteCore
• Additional BriteDocs documentation

Google Drive

• Google Drive overview
• Enable Google Drive
• Google Drive FAQs

Vendor

• Vendor
• Vendor
• Vendor

Travelers Boiler Re

• Travelers Boiler Re overview
• Travelers Boiler Re setup
• Travelers Boiler Re FAQs

Dropbox

• Dropbox overview
• Dropbox setup
• Use Dropbox to print documents offsite
• Dropbox FAQs

IVANS

• IVANS overview
• IVANS setup
• IVANS Download services overview
• IVANS Claims
• IVANS Direct Bill Commission Statement (DBCS)
• IVANS Download
• IVANS eDocs overview
• IVANS eDocs setup
• Hide calculation line items from the XML of the IVANS report

BriteCore

Vendor

• Vendor overview
• Vendor setup
• Vendor FAQs

ImageRight

• ImageRight setup
• ImageRight filename format configuration
• ImageRight FAQs

OnBase

• OnBase setup

BriteCore

Vendor

• Vendor overview
• Vendor setup
• Vendor FAQs

Inspections

• Manual Inspections setup

Reliable Reports

• Reliable Reports setup

BriteCore

Vendor

• Vendor overview
• Vendor setup
• Vendor FAQs

Google Maps (Onix)

• Google Maps overview
• Google Maps setup
• Google Maps configuration

SmartyStreets

• SmartyStreets overview
• SmartyStreets setup
• SmartyStreets configuration

Manage contacts

• Changing the agency of record
• Changing the agent of record
• Reverting a change to an agency of record
• Reverting a change to an agent of record

Manage contacts

• Merging duplicate mortgagee contacts
• Reverting mortgagee policies transfer
• Unarchiving a contact

InsVista

• InsVista overview
• InsVista setup
• Send files with InsVista
• Create an InsVista test file
• Work with HO and BG files

Overview

• Mortgagee notification vendor integrations

Vendor

• Vendor overview
• Vendor setup
• Vendor FAQs

Vendor

• Vendor overview
• Vendor setup
• Vendor FAQs

Munich Re

• Munich Re Inland Flood Coverage setup

Mutual Boiler Reinsurance

• Mutual Boiler Re overview
• Mutual Boiler Re setup
• Send a Mutual Boiler Re test file
• Mutual Boiler Re specifications documents and transaction codes
• Mutual Boiler Re custom coverage name mapping

Vendor

• Link 1
• Link 2

Travelers Boiler Re

• Travelers Boiler Re overview
• Travelers Boiler Re setup

Authorize.net

• Authorize.net overview
• Authorize.net setup

eDatabase

• eDatabase overview and setup

iCheckGateway

• iCheckGateway overview
• iCheckGateway setup
• Test iCheckGateway payments

Invoice Cloud

• Invoice Cloud overview
• Invoice Cloud integration functionality
• Invoice Cloud setup
• Enable Invoice Cloud
• Test Invoice Cloud
• Manage convenience fees with Invoice Cloud
• Make a downpayment with a credit card
• Make an ACH downpayment

Orbipay

• Orbipay overview
• Orbipay setup

Plum Voice

• Plum Voice overview
• Plum Voice setup

Stripe

• Stripe overview
• Stripe Connect Platform setup

PayCloud.io

• PayCloud.io overview
• PayCloud.io setup
• Debug payCloud.io errors
• PayCloud.io FAQs

MassPrinting

• MassPrinting overview
• MassPrinting setup

OBRIEN Insurance Solutions

• OBRIEN Insurance Solutions overview
• OBRIEN Insurance Solutions setup

Titanium Blizzard

• Titanium Blizzard overview
• Titanium Blizzard setup
• Manage printers
• Print manually with Titanium Blizzard
• Print automatically with Titanium Blizzard
• Batch print with Titanium Blizzard
• Manage known documents
• Email print job information
• Change printers while using Titanium Blizzard
• Restrict application printing for incomplete quotes
• Retrieve and send log files
• Use the Titanium Blizzard API keys
• Update Titanium Blizzard
• Stop using Titanium Blizzard
• Uninstall Titanium Blizzard
• Troubleshoot Titanium Blizzard
• Titanium Blizzard FAQs

Vendor

• Vendor overview
• Vendor setup
• Vendor FAQs

e2Value

• e2Value overview
• e2Value setup
• Willis Towers Structure/e2Value Insurance Score setup
• Retrieve an insurance score with Willis Towers Watson/e2Value

ISO Verisk

• 360Value overview
• 360Value setup
• 360Value reports
• Prefill Services overview
• Prefill Services setup

OBRIEN Insurance Solutions

• OBRIEN Insurance Solutions overview
• OBRIEN Insurance Solutions setup

Vendor

• Vendor overview
• Vendor setup
• Vendor FAQs

ISO Protection Class

• ISO Protection Class lookup overview
• ISO Protection Class lookup setup
• Building Code Effectiveness Grading Schedule (BCEGS)
• Set up Agent policy workflow with BCEGS and construction year
• Set default as prior protection class

ISO Verisk

• 360Value overview
• 360Value setup
• 360Value reports
• Prefill Services overview
• Prefill Services setup

OBRIEN Insurance Solutions

• OBRIEN Insurance Solutions overview
• OBRIEN Insurance Solutions setup

Vendor

• Vendor overview
• Vendor setup
• Vendor FAQs

HazardHub

• HazardHub setup

ISO A-PLUS

• ISO A-PLUS overview
• ISO A-PLUS setup
• ISO A-PLUS post-live setup

LexisNexis C.L.U.E.

• LexisNexis C.L.U.E. overview
• LexisNexis C.L.U.E. setup
• Add LexisNexis system tags
• Generate monthly claims reports
• Enable the clue file prefix advanced setting
• Add the Claims Free Discount to a policy

LexisNexis credit scoring

• LexisNexis credit scoring overview
• LexisNexis credit scoring setup
• LexisNexis credit tiers setup
• LexisNexis credit score testing
• LexisNexis National Credit File configuration
• Enable LexisNexis credit score reports for international addresses
• Enable the optional SSN setting for LexisNexis
• Send conditional credit scoring data to LexisNexis
• Set up and generate an Adverse Action Letter

LexisNexis FIRSt

• LexisNexis FIRSt overview
• LexisNexis FIRSt setup

OFAC

Note: OFAC doesn’t appear on BriteCore’s interface.

• OFAC Financial Anti-Terrorism Cross-Reference overview
• OFAC Financial Anti-Terrorism Cross-Reference setup

LexisNexis credit scoring

• LexisNexis credit scoring setup
• LexisNexis credit score testing
• Enable LexisNexis credit score reports for international addresses
• Enable the optional SSN setting for LexisNexis
• Send conditional credit scoring data to LexisNexis
• Set up and generate an Adverse Action Letter

LexisNexis FIRSt

• LexisNexis FIRSt overview
• LexisNexis FIRSt setup

Vendor troubleshooting

• Quickbooks troubleshooting resources
• Troubleshoot Titanium Blizzard
• Debug Silvervine errors

General troubleshooting

• Address policies that timeout when rating
• Work with HO and BG files

Payment processing

• Authorize.Net setup
• Stripe Connect Platform setup

Property valuation

• e2Value
  • e2Value overview
  • e2Value setup
  • Willis Towers Structure/e2Value Insurance Score setup
  • Retrieve an insurance score with Willis Towers Watson/e2Value

Accounting

• Microsoft Dynamics setup

Downloads

• IVANS UI support to build and upload files
• IVANS triggers

Inspections

• Mutual Inspection Bureau setup
• Show/Hide duplicate addresses on Inspection Due report

Participation

• Munich Re BriteCore processing

Payment processing

• Silvervine (Primoris) Payment Solutions setup
• Debug Silvervine errors

Phone payments

• Plum Voice setup

Property valuations

• 360Value setup
• ISO Prefill Services setup

Risk assessment

• AIR setup
• ISO Credit Scoring setup
• Riskmeter setup

GitHub resources

Note: You must have the proper login credentials to access the links on the pages in this section.

• Vendor integration GitHub resources

BB&T (File Upload)

• BB&T overview
• BB&T setup
• BB&T FAQs

Travelers Boiler Re

• Travelers Boiler Re overview
• Travelers Boiler Re setup
• Travelers Boiler Re FAQs

Travelers Boiler Re

• Travelers Boiler Re overview
• Travelers Boiler Re setup
• Travelers Boiler Re FAQs