For an agent with a remote customer, who is issuing a policy through legacy quoting the e-signature solution is a seamless connection to DocuSign that allows users to sign new business documents. Agents now have the option to have the documents electronically signed by their customers and themselves when selecting e-signature during quoting. 

In BriteApps, the Due Date displayed to the insured was recently updated to take into account the BriteCore settings so the date displayed matches the date on the invoice.

As of September 1, 2022 BriteCore will no longer support Internet Explorer browsers.

Requests sent to the create_quote_extended API can include an optional request flag to call BriteCore integrated third-party credit vendors to

You will now be notified by email of processing errors pertaining to cancellations within nightly processing.

We are excited to announce the admin Policy pages have been released!

We are excited to announce the Premium Records page within BriteCore has been released! 

We are excited to announce the Payment Distribution page within BriteCore has been released! 

We are excited to announce the Processing page within BriteCore has been released! 

We are excited to announce the following page updates have been released!! Return Premium Page Contact Page Contact Payment Page

We are excited to announce the following page updates have been released!!

Multiple pages within help.britecore.com have been updated to provide more detailed information and improved search functionality.

Release Date: January 2022 The data mapping UI now automatically detects if the data mapping template is a Jinja template. If

Release Date: December 2021 Externalized Integrations allows BriteCore’s technical users to create and host integrations within BriteCore. Users won’t need to

Release Date: December 2021 The get_all_quote_payment_plans() function has been updated to return all installment billing information for a quote so that

Release Date: December 31, 2021 SmartyStreets is deprecating their US Autocomplete Basic API product on 12/31/2021. We updated our current Smarty

Release Date: July, 2021 LexisNexis lets clients choose if they want to report the aggregate claim amount or the change

The Agency Experience Report can now automatically email all or certain agencies their own personal Agency Experience Report in PDF or in .zip format in Attachments.

Release Date: November 2021 We modified the non-pay cancellation threshold logic by adding​​ another option to the non-pay threshold configurations

IVANS is an interface for the exchange of insurance information. Using the ACORD Automation Level 3 (AL-3) standard, industry partners can electronically exchange information such as policy/submission information, claims, and accounting data. This functionality is now available to BriteSuite clients.

Previously, requests for LexisNexis C.L.U.E. data were appended to the quote. Now, only the latest data is added to the quote.

The option to set the default print state of stock deliverables as either TBD (to be determined) or DNP (do not print) will allow carriers who don’t use BriteBilling to stop the printing of stock billing deliverables.

The License # field from the Surplus Lines Producer role was needed for use within BriteDocs. A new function in the BriteDocs template editor now allows users to access the License #.

The BriteApps team added a new Allow Payment Reminders setting to control whether users can set payment reminders. The setting is enabled by default.

Release Date: September 2021 It’s difficult to search for and find rules within a project unless you know a rule’s

New Rules projects could only be created through an API, which made it difficult to and limited the number of people who have the ability or skill set to create new projects for clients. 

To make this process easier for everyone, we added the ability to easily create new projects from the Rules UI and expanded the types of projects that can be created.

In BriteLines, a product can have multiple versions that introduce configuration changes.

Version Mapping is a mechanism that facilitates the transformation process of the risk state so that it rates properly for a particular product version, preserving information by mapping removed entities with new entities.

Set a temporary password for the user is a new feature that enables users to log in to the system if there are issues with the invitation process.

The data mapping web UI allows users to add, edit, and delete data mappings.

The ability to set a temporary password for a user is a new feature that enables users to log in to the system even if there are issues with the invitation process.

Billing schedule installment factors can be configured differently based on a policy’s payment method setup, which is beneficial for carriers that want to incentivize specific forms of payment or payment methods.

In BriteCore, clients can now use Invoice Cloud as a payment processor and bill presentment solution for their administrators, agents, and customers.

Details changes to BriteApps, including new settings and a text messaging feature.

Release note for the Plugins UI, which allows you to manage plugins.

The web UI root-level plugin slot called britecore:root:markup is a hidden plugin that allows more advanced users to run javascript on any page.

Currently, you can delete exported return premiums from the Accounts Receivable screen in BriteCore. However, we’re removing the option to delete an exported return premium and adding the option to void an exported return premium.

Delay Cancellation is a new feature in classic Policies that allows additional time for an insured to pay a policy without extending the cancellation effective date. A delay can now be placed on a per-policy basis.

Since it can be time-consuming going back and forth between BriteQuote and the Underwriter Review Summary to review a quote, added tools to make the process quicker and easier.

Silvervine (Primoris) is now payCloud.io. All references to Silvervine or Primoris on the Help site have been changed to payCloud.io.

With the new advanced setting process-payment-at-bind, carriers can require an initial payment during the quoting process before a policy is bound and issued.

In BriteCore, you can now set the time zones for an individual product. The time zones set will be used to determine the quoting restrictions allowed for effective date tolerances. 

Previously, integration UI plugin slots were only available in the quote flow. Now, plugins are available on the Policy Overview screen. 

Currently, there is no way to delete an unwanted product version. We created a way for you to delete all draft non-initial product versions.

BriteLines will now emit two new events when a product version is created or updated: bc.lines.version_created and bc.lines.version_updated.

Previously, when a policy was non-renewed or expired, if the risk was reapproved, the policy would need to be written as a new policy. We have made some changes that allow clients to renew an expired policy.

In classic BriteCore, you can now configure underwriting rules that will block a user from continuing past a quote’s Risk screen in the Agent Wizard when the rule criteria are met. This functionality is similar to the validation rules that are triggered for clients using BriteSuite.

Currently, the bc.age function uses the rating date, bc.transactionEffectiveDate, as the base date to calculate age, but now, the bc.age utility can specify a different base date when calculating age.

BriteCore now includes loss run report functionality so an agent or agency can create a loss run report for an insured. A loss run is a summary of all the claims that have occurred on a policy over a period of time.

The LexisNexis® Financial Institution Reporting System (FIRSt) solution provides loss payee notification distribution services, helping clients conduct important business processes that support compliance requirements, such as notifying automobile finance companies, auto leasing companies, and mortgage lenders about changes to insurance policies.

BriteApps email confirmation settings release note.

The used_in_rating field, which is now included in both minimal and full risk type states for each field, can be useful for downstream services such as BriteQuote for deciding when a quote must be re-rated.

With the Delay cancellation per policy feature, carriers can provide insureds additional time to pay an outstanding balance without extending the length of coverage.

To keep information secure, the Social Security Number (SSN) and Date of Birth columns have been removed from the Aged Accounts Receivable report.

We added underwriting rule effects functionality to the Questions screen of V2 Agent Wizard.

New settings and Documents screen web redesign details for BriteApps’s latest release.

The Changes to Pending Commissions Payments screen feature impacts manual commission payments, manual adjustments, the Commission Payment Queue, and Agent Commission report(s).

Classic BriteCore allows you to control which agencies can write each line of business (LOB) or product that is active on their site. We extended this capability to BriteLines products and classic Lines LOBs for clients using classic BriteCore, BriteSuite, or a combination of both.

The product template download process now runs asynchronously, reducing the time it takes to export a product template. Since product exports won’t time out, users can initiate an export, leave the page, and return later. The new Product Exports page displays exported products.

With the feature Don’t allow PO Box as risk address, you can’t add a PO box as a risk address or change a risk address to a PO box.

Latest release notes for BriteApps.

With the Don’t allow null Loss Date feature, users in the Provider Administrator portal won’t be able to change a claim’s status to Open if the Loss Date isn’t entered for the claim.