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Recent topics
Manage negative commissions
Negative commissions occur when the sum of all monthly transactions for an agency net to less than $0.
Google Maps and SmartyStreets integrations
Currently, BriteSuite isn’t integrated with geocoding services. To change that, we have added two new vendor integration services: GoogleMaps and SmartyStreets.
Resend a commission report (statement)
You can resend commission reports (statements) after they have been emailed or mailed.
Pay monthly and contingent commissions electronically
Monthly and contingent commissions can be paid electronically or manually.
Policies settings – CAT Data
In BriteCore, Policies has the following module-specific setting: CAT Data Model.
BriteCore design system
Our Design team ensures BriteCore’s complex workflows are easy to understand and use. The BriteCore design system site provides an in-depth look at what goes into designing BritreCore’s products.
Issue a Negative Commission Report (statement)
When an agency has a negative commission balance, the agency will need to be informed so the negative balance can be addressed. An agency is informed about the negative commission balance through the Negative Commission Report (statement).
Enter manual adjustments
Manual adjustments are for entering a payment received from an agency against a negative balance.
Show change of address all invoices
With the advanced setting show-change-of-address-all-invoices, you can choose to include the Change of Address form on installment, equity, amended, and cancellation statements (invoices) or you can include the Change of Address form on all statement types, including initial and renewal statements (invoices).
Cancel invoice bill for
The cancel_invoice_bill_for advanced setting allows you to configure the type of premium you want the Cancellation Billing Statement to bill for: adjusted, earned, or unearned.
Commissions overview
Commission is the compensation due to an agent or agency in exchange for the development of new business or maintenance of existing business. A commission can be paid in one of two ways: paid on written premium or paid on paid premium.
Use wizard
With the Billing advanced setting use-wizard, you can use the new policy wizard in BriteCore.
Gen3 agent accounts receivable page
With the Billing advanced setting gen3-agent-accounts-receivable-page, you can display the new Accounts Receivable screen if this setting is enabled.
Agent portal setup overview
To set up the Agent portal, complete the following processes: enable the BriteQuote Policy Wizard, configure the Agent portal settings, add Agent Dashboard text, and turn on the Agency Dashboard.
Turn on the Agency Dashboard
Once you have enabled the BriteQuote Policy Wizard and configured the Agent portal, you need to turn on the Agency Dashboard.
Enable the BriteQuote Policy Wizard
Before you can configure the Agent portal, you must enable the BriteQuote Policy Wizard through the use-wizard advanced setting.
Un/Underinsured Motorist policy limits
If a third-party claimant is uninsured or underinsured, you can set reserves and manage payments based on the established uninsured/underinsured coverages.
Allow agents to make agency payments
With the advanced setting allow-agents-to-make-agency-payments, clients can enable all agents associated with an agency to make payments using the agency’s sweep account, whether or not an agency is listed as an agent’s primary agency.
Agent portal module-specific settings overview
In BriteCore, the Agent portal has the following module-specific settings sections: Payment, Binding Authority, Options, Terms, BriteQuote Suspensions, and Agent Dashboard Text.
Agent portal – Options settings
In BriteCore’s settings, you can configure the Agent portal to suit your needs. In the Options settings section, you can select a variety of settings to customize the Agent portal setup.
Agent portal – Terms and BriteQuote Suspensions
In BriteCore’s settings, you can configure the Agent portal to suit your needs. In the Terms settings section, you can select policy term lengths. In the BriteQuote Suspensions settings section, you can set up BriteQuote suspensions.
Agent portal – Binding Authority settings
In BriteCore’s settings, you can configure the Agent portal to suit your needs. In the Binding Authority settings section, you can select how you want to handle unbound applications.
Agent portal – Payment settings
In BriteCore’s settings, you can configure the Agent portal to suit your needs. In the Payment settings section, you can select what an agent must include when submitting a policy and any exclusions that apply.
Policies module-specific settings overview
In BriteCore, the Policies module has the following categories of module-specific settings: Policy Lifecycle, Options, Contacts, Policy Numbers, Terms, CAT Data, Fees, Accounts Receivable, Processing, and Attachments.
Agent portal: New Accounts Receivable screen
The Agent portal now displays a new version of the Accounts Receivable screen. The Agent portal Accounts Receivable screen update is consistent with recent Accounts Receivable updates in the Provider Administrator portal. The new Accounts Receivable screen provides additional features, enhanced usability, and a modern look.
Renewal line item utility
In quotes, the renewal line item utility removes the manual process required to add or change a coverage that is applicable to all policies during renewal. The utility reduces efforts to manually locate and update all of the policies from requesting agencies.
Turn off Protection Class lookup at renewal
Currently, the fire protection class lookup is based only on whether or not the vendor is enabled. We created an advanced setting that allows you to turn off Protection Class calls at renewal.
Add an underwriting rule for renewal only
You can create underwriting rules for renewal only that allow users to add new coverages and change existing coverage limits during the automatic renewal process. When the rule is triggered, the change will always be effective based on the effective date of the new term.
Commit revisions
When BriteCore users are finished modifying a policy revision, they can commit the revision and finalize the changes to the policy.
BriteCore’s release schedule and processes
A description of BriteCore’s Release Schedules and Processes.
Enable new policy search
With the Policies advanced setting policy-go-to, you can set access to policy at the agent or agency level.
Policy go to
With the Policies advanced setting policy-go-to, you can set access to policy at the agent or agency level.
Manage Cancellation Billing Statements
Several settings impact billing statements. Many settings directly impact the Cancellation Billing Statement.
Set up new business payments
Payment and billing requirements for policy applications are managed within Settings > Modules > Agent Portal.
Set up billing statements (invoices)
Throughout the course of business, you can use various billing statement types. You can set up and customize your billing statements with BriteCore.
Send commission reports (statements)
Commission reports are generated at the beginning of each month and capture the commission earned for the previous month’s business. Commission reports can be sent electronically or by mail.
Account information overview
Overview of the account information screen.
Allow commit revision at old led
With the Policies advanced setting allow-commit-revision-at-old-led, you can choose to allow old lines effective date policy revisions.
Lines settings – Policy Annual Premium Rounding
In BriteCore, Lines has the following module-specific settings under Policy Annual Premium Rounding: None, Round Policy Annual Premium to the Nearest Dollar, and Round Policy Annual Premium Up to the Nearest Dollar.
Lines settings – Persistent Builder Options
In BriteCore, Lines has the following module-specific settings under Persistent Builder Options: Exclude Supplemental Questions and Derive deductible selection when previous selection is removed.
Lines module-specific settings overview
In BriteCore, the Lines module has the following categories of module-specific settings: Options, Persistent Builder Options, and Policy Annual Premium Rounding.
Lines settings – Options
In BriteCore, Lines has the following module-specific setting: Blank Category Default.
Module-specific settings overview
In BriteCore’s Settings module, you can access module-specific settings for the following modules: Contacts, Lines, Policies, Claims, and Agent portal.
Product inheritance overview
Models can share common definition ancestors through product inheritance.
Revert to Inherited
All entities with an Overridden inheritance status can re-establish the inheritance connection with the parent product, meaning the data will be updated to be the same as the parent product.
Product versioning overview
In BriteLines, you can version products by effective date, allowing you to make changes to a product without affecting in-force policies.
View archived product versions
Once you archive a product version, it no longer displays in the version dropdown list, but you can still view it.
Enable carrying a payment method across policy terms
By default, changes made to a previous policy term’s payment method and/or billing schedule don’t carry over to the next policy term. To enable carrying forward the changes made to the payment method and/or billing schedule, use the store-pay-method-across-terms advanced setting.
Agency portal: Application submission status
The Application submission status feature allows clients to provide more than one unbound option for an agent to choose from when the agent submits an unbound application. The unbound options are customizable and can clarify why the application is submitted unbound and if payment is required.
BriteApps: Web version redesign and Provider Administrator and Policyholder portal updates
BriteApps: Web version redesign and Provider Administrator and Policyholder Portal updates.
Risk name templates overview
You can use risk name templates to give a risk an easier-to-read name.
Supported web browsers
BriteCore supports the following web browsers: Chrome, Firefox, and Safari.
Use unbound options
The use-unbound-options advanced setting can be used to display multiple unbound options on the Submit screen of an application/quote in the Quote wizard.
Risk querying
Sometimes, in calculations, we need to perform some complex operations, such as making decisions by looking into all child risks, returning the sum of bodilyInjury premium across all child risks, or finding out how many child risks exist for a given risk.
Risk Type hierarchy
The Risk Type hierarchy is based on nested parent-child relationships.
Allow auto-payments on any amount
Clients may choose to use the billing threshold for policies that use manual or one-time electronic payments and not for policies set up on auto-pay. The Always Bill Auto Pay setting allows clients to override the Do Not Issue a Bill If the Amount Due is Less Than setting for policies set up on auto-pay.
Track check numbers
Return Premium check numbers can be counted incrementally starting from 0.
Rate table sorting
You can sort rate table columns in ascending or descending order.
Rate tables overview
Rate tables store the data used to map inputs (data fields, other rate tables, or calculations) to outputs (a rate, factor, or anything else).
Rate table sources
Rate table sources are the inputs that are used to make the rate table resolve to a single value.
Rate table default values
When a rate table can’t be resolved due to missing references, BriteCore uses the default value.
Tiers and resolution types
Tiers and resolution types allow you to provide explicit resolution instructions to rate table sources.
Automatically populate rate table data
You can use rate table sources to automatically populate a rate table with its possible options
Item limits
Items can have multiple limits, each with one of the following types: per risk, per occurrence, or policy aggregate.
Track major minor claims
The Track Major/Minor Claims setting in Settings > Modules > Claims controls whether or not the Major/Minor Claims box appears in Policies > Processing and whether or not the Major/Minor Claims section appears under Loss History in the Property tab of a policy.
Manual adjustments for payments
Manual adjustments occur when a payment is issued on an incorrect L1/L2 reserve category.
Manual adjustments for recovery receipts
Manual adjustments for recovery receipts occur when a recovery receipt is issued on an incorrect L1/L2 reserve category.
Days to delay printing auto return premium deliverable
Administrators can enable the days-to-delay-printing-auto-rp-deliverable advanced setting to delay printing the Return Premium Notice by a defined number of business days.
Days in credit
Administrators can define the number of days a credit remains on a policy until it is automatically moved to the Return Premium Queue by enabling the days_in_credit advanced setting.
Credit threshold
Administrators can define the return premium threshold by enabling the credit_threshold advanced setting.
Generate return premium
To process return premiums automatically, administrators must first enable the generate_return_premium advanced setting.
Automatic return premiums setup
Administrators can automate return premium processing by enabling and updating advanced settings.
Data field formats
Data field formats serve several purposes, helping you create, display, and reference data fields.
Make non-required rating fields optional
If any data fields are displayed aren’t not required for rating, you can make them optional.
Preformatted data fields
When adding a data field to a risk type, you can choose from several different types of preformatted data fields.
Data field type configuration options
Each data field type has different configuration options, which can determine which type will meet your needs.
Option Selection overview
An Option Selection data field’s value is selected from a list of options.
Use a risk type as an Option Selection source
Option Selection fields can use risks from other risk types as their data source.
Items overview
Items are the coverages, fees, and endorsement forms attached to risks.
View policy information from the Enrolled Users dashboard
You can view a specific enrolled user’s policy information from the Enrolled Users dashboard.
Risk types overview
Risk types are collections of data fields, coverages, and rating logic that model a real-world entity like a vehicle, home, or person.
Mutual Boiler Re integration overview
Mutual Boiler Re (MBRe), an FM Global Group member, is a mutual equipment breakdown reinsurer that provides a reinsurance solution for commercial, homeowners, farmowners, and service line coverages.
Default tester email
With the default_tester_email advanced setting in the admin-alerts section, an administrator can set the default email address to which BriteCore will send emails and alerts. This setting affects test site behavior only; test sites don’t typically send emails or alerts.
Set up claim number (v2)
With the number-engine-version advanced setting, you can turn on claim numbering version 2 (v2), which customize how your claim numbers are written.
Nightly processing
With the Policies advanced setting nightly-processing you can choose to manually or automatically process InsVista files and deliverables located in Policies > Processing.
OFAC Financial Anti-Terrorism Cross-Reference setup
The Financial Anti-Terrorism Cross-Reference allows clients to verify contact names in BriteCore against OFAC’s Specially Designated Nationals List of suspected terrorist names and aliases.
BriteDocs integration overview
BriteDocs serves as the deliverable rendering engine for the BriteCore ecosystem.
BriteDocs setup
To generate documents in BriteCore, you need to enable the BriteDocs integration.
OnBase setup
OnBase is a single enterprise information platform for managing content, processes, and cases. In BriteCore, you can export and import documents using an FTP server OnBase uses.
Generate notice of underwriting cancellation
The generate-notice-of-underwriting-cancellation advanced setting triggers BriteCore to automatically generate the Notice of Cancellation deliverable when a policy is canceled with the word Underwriting appearing under Cancellation Reason.
Add agency exceptions to an underwriting rule
You can use underwriting rules to restrict certain combinations of options across all of BriteCore or BriteQuote. If you need to either tighten or loosen rules for particular agencies, you can use the Agency Exception option.
Filter and search the pre-processing payments list
In the Pre-Processing tab of the Payment Processing screen, you can locate payments you want to add to a batch by filtering the payments list by specific criteria. In the future, you will also be able to search for payments.
Manage claim and exposure tags
Claim and exposure status tags are created and managed within the Tag Maintenance screen under System Admin. Tags are used to provide additional information about the claim or exposure file, similar to the various statuses used in Classic Claims.
Manage rules for BriteClaims
Rules created for roles plus claim/exposure status are established and managed in BriteRules. System Administrators have the ability to manage BriteClaims rules in BriteRules.
Establish user roles for BriteClaims
Roles, claim/exposure status, and associated permissions determine what a user can view and access in BriteClaims. Before users can access BriteClaims, you must set up roles, set up users, and include users.
BriteClaims: Permissions overview
In the BriteClaims system, permissions determine the UI elements that users can view and access. Permissions are configurable and set up during implementation.
Update the Provider Administrator portal dashboard
Administrators can update the Provider Administrator portal dashboard in several ways.
Enable Google Drive
Google Drive offers cloud-based storage for your policy and claim files, which can be automatically retrieved, uploaded, and stored in BriteCore.
Set up additional geographical boundaries for rating
If clients set up additional geographical boundaries, they can rate based upon geographical location.
IVANS setup
IVANS Download automates the information exchange between BriteCore, the insurer’s policy administration system, and the insurer’s agency management system.
Hide calculation line items from the XML of the IVANS report
Calculation line items are typically used to facilitate complex calculations, so they don’t need to appear in the XML of the IVANS report. Administrators can filter calculation line items out of the report using the ivans-downloads-export-calculation-items advanced setting.
Add, edit, and archive notes – BriteClaims
The ability to add, edit, and archive notes depends on your user role and claim status. You can only add, edit, and archive a note when you access the Notes section from an FNOL, a claim file, or an exposure file. You can’t add, edit, or archive a note when you accessed the Notes section from the Claims Home screen.
Silvervine (Primoris) integration overview
Silvervine (Primoris) is an electronic payment processing service for the insurance industry.
Search and filter notes – BriteClaims
When you enter the Notes section from within the BriteClaims system, you will have the option to search for a note based on specific criteria and filter the notes list by specific criteria.
Silvervine FAQs
If you have questions about the Silvervine integration, check out the Silvervine FAQs.
Notes overview – BriteClaims
Within BriteClaims, you can access Notes from multiple areas. The ability to view, access, and make changes in the Notes section depends on your role and the claim’s status.
Dropbox integration overview
Dropbox is a file hosting service that offers cloud storage, file synchronization, and client software.
Use Dropbox to print deliverables offsite
Using the Dropbox integration, you can print deliverables offsite.
Dropbox setup
Dropbox is a file hosting service that offers cloud storage, file synchronization, and client software. In BriteCore, the Dropbox integration is a disaster recovery solution in the event you must print your deliverables offsite.
Dropbox FAQs
If you have questions about the Dropbox integration, check out the Dropbox FAQs.
PNC Lockbox overview
PNC is a bank that provides financial services to BriteCore customers, such as PNC Lockbox. PNC Lockbox processes mail-in payments for carriers.
PNC Lockbox setup
PNC is a bank that provides financial services to BriteCore customers, such as PNC Lockbox. PNC Lockbox processes mail-in payments for carriers.
eDatabase setup
Since eDatabase is client-coded, the documentation is available only to clients with access. Clients with access can find the current documentation in the codebase.
BriteLines event: bc.lines.risk_type_sequence_deleted
This event emits when a risk type sequence is deleted.
BriteLines event: bc.lines.risk_type_sequence_updated
This event emits when a risk type sequence is updated.
BriteLines event: bc.lines.risk_type_sequence_created
This event emits when a risk type sequence is created.
BriteLines event: bc.lines.risk_type_deleted
This event emits when a risk type is deleted.
BriteLines event: bc.lines.risk_type_updated
This event emits when a risk type is updated.
BriteLines event: bc.lines.risk_type_created
This event emits when a risk type is created.
BriteLines event: bc.lines.product_settings_updated
This event emits when a Product’s setting is updated.
BriteLines event: bc.lines.product_deleted
This event emits when a Product is deleted.
BriteLines event: bc.lines.product_updated
This event emits when a Product is updated.
BriteLines event: bc.lines.product_created
This event emits when a Product is created.
ISO A-PLUS overview
The ISO A-PLUS integration provides property and casualty underwriters with valuable information. A-PLUS furnishes insurance companies’ property and liability claims data for evaluating property/casualty insurance underwriting.
Update to IVANS eDocs daily email
The IVANS eDocs service is intended to build and upload generated XML files to the IVANS servers. When using eDocs, you receive a daily IVANS-eDocs file uploaded email, which includes a file with PDF details and a transaction code. We have added additional fields so the data is similar to the IVANS Policy Download file.
BritePolicies event: bc.policies.policy_expired
This event emits when the policy has expired.
BritePolicies event: bc.policies.policy_cancellation_pending_rescinded
This event is emitted when the policy is no longer in cancellation pending, such as when a payment is made or the policy is manually reinstated.
BritePolicies event: bc.policies.policy_cancellation_pended
This event is emitted when the policy is set to cancel, but not actually canceled, such as when there is a late payment.
BritePolicies event: bc.policies.policy_rewritten
This event is emitted when the policy is rewritten.
BritePolicies event: bc.policies.policy_renewed
This event is emitted when the policy is renewed.
BritePolicies event: bc.policies.policy_reinstated
This event is emitted when the policy is reinstated.
BritePolicies event: bc.policies.policy_cancelled
This event emits when the policy is canceled. Cancellation means a coverage is no longer in effect.
BritePolicies event: bc.policies.policy_non_renewal_rescinded
This event is emitted when the policy is moved out of a non-renewal state and back to a renewal state.
BritePolicies event: bc.policies.policy_non_renewed
This event is emitted when the policy is set to non-renew.
BritePolicies event: bc.policies.policy_endorsed
This event is emitted when a new endorsement is created.
BritePolicies event: bc.policies.policy_created
BritePolicies emits events using BriteEvents in response to changes that occurred to policies in the system.
Verisk iiX integration overview
iiX, a Verisk Analytics company, offers ISO Motor Vehicle Reports (MVR) service. The ISO MVRs are used to write auto property damage lines of business. MVRs provide information about drivers, such as age, license status, and previous incidents.
Claims Activity log
Claims adjusters, supervisors, and auditors want the ability to view the history of a claim to see how the claim evolved. The Claims Activity log provides a record of activity that occurs on a claim from FNOL to when the claim is closed.
Assign permission level after new user is created
Once you create a new user, you can manage the user’s permissions within BriteCore’s Contacts module and on the Permissions screen located in Settings > System Wide > Permissions.
Billing reports
BriteCore offers eight out-of-the-box reports pertaining to billing as summarized in the below table. The reports are accessed in the Reports module.
Accounts Receivable UI updates
BriteCore’s updated Accounts Receivable user interface provides additional features, enhanced usability, and a modern look, while still offering the same great functionality.
Payment reports
BriteCore offers four out-of-the-box reports pertaining to payments as summarized in the below table.
BriteAPI Tutorial: Endorse, renew, and cancel policy transactions (Classic)
BriteCore offers a fully headless policy administration system used to execute core processes such as rating, underwriting, binding, issuing, endorsing, canceling/rescinding cancelation, reinstating, and renewing policies.
This tutorial walks you through the Britecore Classic API endpoints handling policy transactional services to create your own policies dashboard.
Set up website redirects
There are instances in which the client may want to redirect customers from one screen to another.
Multi-policy discount
A multi-policy discount can be applied when an insured has two or more active policies. Linking these policies allows BriteCore to track multi-policy discount eligibility. Checks for multi-policy discount eligibility are performed during the renewal of a policy.
Set up combined billing
If an insured has multiple policies, those policies can be linked. When policies are linked, a cover sheet will print providing an overview of the amount due across all policies.
Permissions for deleting Accounts Receivable records and viewing the Claims Accounting screen
In the Provider Administrator portal, you can use the BriteCore permissions framework to make the Claims Accounting screen is read-only for selected roles and to remove all Delete buttons from all Policies Accounts Receivable records.
Set up printing options for Billing
A few settings allow clients to configure printing options for Billing.
Enable viewing of endorsement history when interpreting billing history
Settings allow staff in the Provider Administrator portal and agents in the Agent portal to view the revision history on a policy to match endorsements to the policy’s billing history.
Set up waiving installment fees for pre-paid invoices
When a policy is on a billing schedule and either the payor pays the policy in full or a return premium transfer pays the policy in full, BriteCore will not waive all future installment fees. BriteCore’s default behavior can be changed with a setting.
Set up automatic assignment of billing schedules
Billing schedules will automatically update if the payment amount for an initial or renewal invoice is within the threshold(s).
Set up Accounts Receivable screen
The default behavior for Accounts Receivable always shows Total Paid to Date as a positive balance. In the rare event of a refund larger than what has been paid on the policy, BriteCore has a setting that will show the accurate Actual Paid to Date to reflect negative numbers.
Set up rewrite billing
When a policy is rewritten, billing activity is not automatically moved from the old policy to the rewritten policy. Settings exist to automate billing on rewrites.
Set up Minimum Earned Premium
Minimum Earned Premium (MEP), aka Minimum Retained Premium, is the smallest amount of money an insurance company is willing to accept for writing an insurance policy. A setting allows clients to define a minimum amount of earned premium.
Set up miscellaneous settings
Settings can impact how features are displayed within your interface.
Set up endorsement billing
A setting allows clients to control how billing behaves when a premium-bearing endorsement is performed.
Set up billing fees
BriteCore provides a variety of billing fees you can establish and set up for your company.
Set up Billing Lifecycle for new and renewal business
Via settings, clients can set up billing scenarios that meet their business needs.
Add reason for Premium Write-Off
To improve the audit trail, a Write-Off Premium reason box has been provided as a section beneath the write off amount box where the action is performed.
Keep a policy from entering non-pay or canceling
There are situations where you may want to keep a policy from entering pending cancellation for non-pay or from canceling.
Identify the payoff amount
Identifying the payoff amount will depend on whether or not the installment fees are billed or unbilled.
Flag a policy with a poor payment history
Flagging a policy for poor payment history is done via system tags, which have a default Poor Payment History tag.
Billing in BriteCore
Billing occurs at the individual policy level on a policy’s Accounts Receivables screen.
Preserve or regenerate billing schedules
BriteCore allows clients to update the billing schedules on their policies. When a change is made to the billing schedule, the Preserve/Regenerate selection only occurs within the Provider Administrator portal. This means only client administration and not the insured or agent see the popup box.
Functions for templates reference
Functions available to use in creating a template.
Validate commission changes after agency changes
When a policy undergoes an agency transfer, commission amounts for a policy could appear duplicated under some circumstances.
Understand commissionable action
When paying commissions on paid premium, the presence of a payment does not necessarily guarantee a commission payout. Because fees are not considered commissionable, the percentages of payments thought to be applied to fees can’t be considered commissionable either.
Set up check/cash/money order file uploads
Clients can upload files to the Daily Cash Receipts page. The files can originate from an on-site check scanning device or from the client’s bank.
StoneRiver FAQs
If you have questions about the StoneRiver integration, check out these StoneRiver FAQs.
Set up voided return premium
Clients can display a Void button on return premiums that have been exported from BriteCore. When voided, a line appears through the return premium transaction, a note is written on the policy, and the credit is added back to the account.
Set up rejected return premiums
When generating return premiums, administrators can opt to reject return premiums, regardless of the return premium generation process (manual or automatic).
Set up minimum return premium threshold
When a policy is canceled and the amount of the return premium is above the defined minimum threshold, the amount will be moved automatically to the Return Premium Queue. If the return premium is below the defined minimum threshold, the return premium will remain on the policy.
Set up automatic return premium transfers on rewrites
Clients can automate the transfer of a return premium when a policy is rewritten.
Set up alert for return premiums not yet exported
When return premium (or claim payments) are ready to be issued but have not been exported to a general ledger like QuickBooks from their respective queues, an email can be sent to designated recipients.
Manually issue a return premium on a policy with a credit
You can manually issue return premiums on a policy with a credit.
Issue a return premium to the carrier
There are cases when a return premium must be issued to the carrier. For example, while transitioning onto BriteCore, money may have been applied to the incorrect processing system. In this case, issue the return premium to the carrier, rather than the insured, and apply money to the correct processing system.
Issue a return premium on a policy without a credit
You can issue a return premium on a policy without a credit, using support tools.
Return premium overview
In the Central Return Premium Queue, you can access all return premiums to be issued.
Export return premiums
Return premiums are exported from a central queue and can be exported to any vendor of a client’s choosing, including QuickBooks and Intaact.
Commission statements setup
Commission reports are generated automatically at the beginning of each calendar month.
Commissions setup
In BriteCore, commission payments are issued to either agencies or agency groups and are paid on either paid or written premium.
Payables
BriteCore tracks three payables: claim payments, commission payments, and return premiums.
InsVista integration overview
InsVista is an electronic notification solution provider that manages lienholder and mortgagee notifications.
Send files with InsVista
With the InsVista integration, you can easily review, update, and send files.
Add an OCR code to a custom deliverable
How to add an OCR code to your custom deliverables.
Create a render.py jinja template
Tutorial to create a render.py jinja template.
Step 4 – Vehicles
For personal auto, the next step in completing the FNOL is to complete the Vehicles screen. On the Vehicles screen, you can add the vehicle(s) involved in the loss event, the owners of the vehicles, the passengers of the vehicles, vehicle information, and damage information.
e2Value integration overview
e2Value is an online property valuation solution focused on Insurance-to-Value (ITV) and collateral value monitoring.
Mutual Boiler Re setup
Mutual Boiler Re (MBRe) is a mutual equipment breakdown reinsurer that provides a reinsurance solution for commercial, home, farm, and service line coverage.
Components reference
Components reference for render.py jinja templates.
Create a new component
Explains how to create a new component for use in a render.py jinja template.
render.py jinja templates components overview
Overview of render.py jinja templates components.
Sweep report show all
An agent can view and print a Sweep Report that displays all sweep payments made by that agent. With the sweep-report-show-all advanced setting, an agent can view a print a Sweep Report, which displays all sweep payments submitted throughout the agency.
Suppress billing suggestion
With the suppress-billing-suggestion advanced setting enabled, an agent can submit a full premium sweep payment on a policy that isn’t set up on an annual billing schedule, without receiving a message that suggests the agent change the billing schedule.
Auto submit sweep queue
By default, when an agent adds a sweep payment to the Sweep Queue, the agent must select Submit Sweep to submit the sweep payment for processing. With the auto-submit-sweep-queue advanced setting, sweep payments added to the Sweep Queue will be processed automatically in overnight processing, without requiring agents to select the Submit Sweep button. With this advanced setting, you can also choose to set a grace period, which means a certain number of days, indicated by the grace period, must pass before the sweep payment will process in overnight processing.
Allow sweep payments in billing setup
With the allow-sweep-payments-in-billing-setup advanced setting, you can enable the Agency Sweep account to display as a Payment Method option in the Billing Setup tab of the Accounts Receivable screen.
Agent payment amount zeroed
With the agent-payment-amount-zeroed advanced setting, you can choose to zero the Amount field when an agent is entering a sweep payment on the Schedule Sweep screen. Changing the Amount field to zero forces the agent to enter the payment amount of the sweep payment.
render.py jinja templates overview
render.py is a standalone class for rendering context-aware HTML inside of BriteCore. It’s primary purpose is to enable developers to create better Jinja deliverable templates.
Get started with render.py Jinja templates
Get started with render.py Jinja templates.
Set up sweep payments
Agents can make sweep payments from the Payments module of the Agent portal. In the Payments module, you can make sweep payments from the Schedule Sweep screen. Staff can also complete sweep payments from the Accounts Receivable screen of a policy within the Provider Administrator portal.
Customize installment fee by payment method
BriteCore now provides the ability to customize installment fees by payment method in a billing schedule via the customize installment fee by payment method feature. Setting different installment fees per payment method, such as ACH, credit card, or manual/cash, can be used to incentivize customer enrollment in auto-pay. Previously, this was accomplished by creating multiple billing schedules.
Willis Towers Watson/e2Value Structure Insurance Score setup
You need to set up the Willis Towers Watson/e2Value Structure Insurance Score integration before you can use it to retrieve insurance scores.
Retrieve an insurance score with Willis Towers Watson/e2Value
You can use the Willis Towers Watson/e2Value Structure Insurance Score integration to retrieve insurance scores.
Willis Towers Watson/e2Value – Structure Insurance Score
The Willis Towers Watson’s Structure Insurance Score (SIS) integration provides a series of insurance scores. Administrators and agents who write homeowners insurance can use this integration to determine the score of an insured structure.
BriteApps: Payments redesign and administrative portal updates
Latest BriteApps release notes on Payments redesign and Provider Administrator portal dashboard updates.
Risk assessment vendor integrations
BriteCore integrates with various vendors that provide additional value-added services. Client relationships with vendors are independent of BriteCore.
Lexis Nexis Credit Scoring setup
The Lexis Nexis’s National Credit File (NCF) provides online consumer credit reports to insurance carriers. The financial history of the applicant can be considered as part of assessing risk for quoting and underwriting purposes. NCF supports a common inquiry and results format for credit information obtained from the three major credit bureaus.
LexisNexis credit tiers setup
Credit tiers determine how credit scores in specific ranges should be reported. You can define credit tiers by effective date, state, and policy type. You can add labels to credit tiers that will appear in place of the credit score, such as Poor or Excellent, and you can restrict credit tiers.
Riskmeter setup
RiskMeter allows underwriters and agents to determine the Distance-to-Shore, FEMA Flood Zones, State Windpool Eligibility, Storm Surge, and Distance-to-Fault lines (over 30 reports available) for any property in the United States.
Lexis Nexis C.L.U.E. setup
The Lexis Nexis’s C.L.U.E. (Comprehensive Loss Underwriting Exchange) is a valuable information source for property and casualty underwriters. C.L.U.E. furnishes insurance companies’ property and liability claims data, which is utilized in the evaluation of underwriting of property/casualty insurance.
Regenerate a LexisNexis C.L.U.E. file
In BriteCore, you can regenerate a LexisNexis C.L.U.E. file.
LexisNexis Credit Score testing
Administrators can test Lexis Nexis Credit Scoring in BriteCore.
HazardHub setup
HazardHub is the only third-generation provider of property-level hazard risk databases. Their team translates voluminous geospatial digital data into easy-to-understand answers, providing risk assessments that can be used to make real-world decisions.
ISO A-PLUS post-live setup
After going live with ISO A-PLUS, you can generate and submit both test files and final files.
ISO protection class lookup setup
Verisk (ISO) Underwriting provides the most useful property and hazard information related to a risk address.
ISO credit scoring setup
Through strategic alliances with leading credit information services, ISO Passport provides easy access to critical consumer-credit information by generating credit reports containing addresses, collections, employers, inquiries, public records, and trade accounts.
ISO A-PLUS setup
ISO’s A-PLUS is a valuable information source for property and casualty underwriters. A-PLUS furnishes insurance companies’ property and liability claims data, which is utilized in the evaluation of underwriting of property/casualty insurance.
Delete a payment
You can delete payments from three locations within BriteCore: Daily Cash Receipt screen, Payment Log screen, and Accounts Receivable screen of the policy. By default, when you delete a payment, BriteCore will treat the payment and policy like the payment never occurred, which could cause the policy to enter Cancellation Pending, Non-Payment of Premium or could automatically cancel the policy. Due to BriteCore’s default behavior, it is recommended that you only delete payments from within the Accounts Receivable screen of the individual policy.
AIR Integrations setup
AIR Worldwide, a Verisk Analytics company, provides software and catastrophe modeling to help companies manage risk from natural catastrophes, terrorism, cyber-attacks, and pandemics. BriteCore offers two integrations with AIR products: AIR Touchstone and AIR Hazard Service’s Flood Zone API.
Mark a payment as non-sufficient funds (NSF)
While you can mark a payment as NSF from the Payment Log, it is recommended that you mark a payment as NSF from the Accounts Receivable screenwithin the individual policy. When you mark a payment as NSF, BriteCore will treat the payment as if it never occurred. BriteCore will use the Due Date and Cancel Date of the outstanding invoice to determine the course of action.
View inbound payments
You can view inbound premium payments on a policy’s Accounts Receivable screen or in the central Payment Log queue, located in Policies > Payments.
Research declined payments
An electronic payment may be declined by a vendor if the information entered is incomplete or incorrect. If a payment is declined, a note will be created in the policy’s Notes screen. You can view the note to learn why the payment was declined.
Add payment method from Accounts Receivable screen
You can add payment methods in two ways: On the Payments screen of the Contacts module and on the Accounts Receivable screen of a policy.
Set up NSF notification
You can designate recipients to receive an email notification when a payment is marked NSF.
Reinstate mortgagee billed non paid renewals on payment
With the reinstate_mortgagee_billed_non_paid_renewals_on_payment advanced setting, you can allow mortgagee billed canceled policies or non-pay renewals to be reinstated as long as payment that meets the payment threshold is made within a specified amount of time.
Bypass duplicate payments check
With the bypass-duplicate-payments-check advanced setting, you can allow the system to bypass the default behavior of checking for and declining duplicate electronic payments. In the event that you need to re-attempt an electronic payment due to a slow response time or system error, it can be helpful to bypass the duplicate payment check so you can accept a payment made on the same policy for the same amount within a 48-hour period.
Halt payment processing
With the halt-payment-processing advanced setting enabled, you can stop Daycron payment processing functions from occurring. These functions occur overnight.
Policies: Cancellations, reinstatements, rewrites
Links to Policies documentation that addresses cancellations, reinstatements, and rewrites.
BriteCore Policies how-tos
List of Policies-related tutorials and documentation.
BriteCore Policies Wiki TOC
Recreation of the table of contents from the BriteCore Policies space in the BriteWiki.
Premium calculations explained
As one of the most important data points in BriteCore, premium records are calculated daily and drive nearly all reports and accounting processes.
Use Persistent Builder
Persistent Builder (PB) is a tool used to update policies when they fail to renew due to moving to a new lines effective date.
Stop automatic policy renewals
By default, policies renew automatically in accordance with a client’s renewal timeline configuration, but you can disable this setting.
Print renewal and endorsement declarations for a policy
When making a change to a policy on the same calendar day a revision (new or renewal) is generated and endorsed, you want the endorsement declaration to accompany the renewal declaration. Administrators can enable the always-print-endorsement-docs advanced setting to ensure both forms print.
Set up renewal business notices
Explains how to set up renewal business notices
Set up notifications for renewal failures
When BriteCore can’t automatically renew a policy, an email will be sent to designated recipients. To use, add designated recipients to the Processing Errors section in Settings > System Wide > Administrative Alerts > Processing.
Renew policies manually
Clients can manually renew policies by creating a revision with a date equal to the renewal effective date.
Administer data converted policies
When a client transitions onto BriteCore, renewals may be converted one month at a time. During that period, clients will have policies expiring in their legacy system and renewing into BriteCore. On occasion, clients may need to either cancel or issue a cancellation notice on a policy that is in the transition phase.
Policies: Renewals
Provides an overview of renewals functionality in Policies.
Underwriting questions specific to policy type scope
Underwriting questions can be defined and prompted within specific policy types. Underwriting questions can either be global or granular within a line of business.
Straight-through processing (STP)
Straight-through processing (STP) allows agents to automate the submission and review process for applications that meet underwriting requirements and conditions. When engineers code rules, applications that meet requirements are automatically committed and their policy status is set to Active. Otherwise, the policy status is set to Submitted, pending underwriter review and approval.
Property valuations vendor integrations
BriteCore integrates with various vendors that provide additional value-added services. Client relationships with vendors are independent of BriteCore.
ISO Verisk – 360Value setup
360Value provides component-based replacement cost estimates for the full range of residential, commercial, and agricultural properties.
ISO Prefill Services setup
Prefill Services uses the 360Value API call to get data for use in preliminary quoting.
e2Value setup
e2Value is a leading provider of web-based insurance-to-value (ITV) software. General and BriteCore setup instructions are provided.
Munich Re BriteCore processing
For BriteCore processing with Munich Re, you can set up a new quote and policy and update the Risk Address.
Munich Re Inland Flood Coverage setup – Extra
Munich Re has a personal lines policy endorsement, Munich Re Inland Flood Coverage, for insurance companies who want to help their policyholders manage their flood risk more economically. BriteCore’s policy management system integrates with Munich Re Inland Flood Coverage for personal lines including Homeowners and Dwelling Fire.
Munich Re Inland flood coverage setup
Munich Re has a personal lines policy endorsement, Munich Re Inland Flood Coverage, for insurance companies who want to help their policyholders manage their flood risk more economically. BriteCore’s policy management system integrates with Munich Re Inland Flood Coverage for Homeowners and Dwelling Fire lines.
Travelers Boiler Re setup
Travelers Boiler Re is a leading provider of equipment breakdown reinsurance, underwriting, risk control, claims, and risk management services.
Participation vendor integrations
BriteCore integrates with various vendors that provide additional value-added services. Client relationships with vendors are independent of BriteCore.
Mutual Boiler Re custom coverage name mapping
The mbre_coverage_*_name_mappings settings contain the default values for Mutual Boiler Re.
Mutual Boiler Re specifications documents and transaction codes
When working with the Mutual Boiler Re (MBRe) integration, you might need to refer to the MBRe specifications documents and transaction codes.
Send a Mutual Boiler Re test file
In BriteCore, BriteCore staff can send a Mutual Boiler Re (MBRe) test file.
Hartford Steam Boiler setup
The Hartford Steam Boiler Inspection and Insurance Company (HSB) is a specialty reinsurer for the following coverages: Home Systems Protection (Homeowners Equipment Breakdown), Service Line – Identity Recovery, Farmowners and Commercial Equipment Breakdown, Employment Practices Liability, Data Breach, and CyberOne.
Hartford Steam Boiler FAQs
If you have questions about the Hartford Steam Boiler (HSB) integration, check out the HSB FAQs.
ISO Motor Vehicle Report setup
Verisk’s analytics company, iiX, offers an ISO Motor Vehicle Reports (MVR) service. The MVR service allows users to obtain MVRs from all 50 states, the District of Columbia, and select Canadian provinces. BriteCore’s ISO Motor Vehicle Reports integration functions similarly to its integrations with ISO Loss History and ISO Credit Scoring.
InsVista setup
InsVista notifies mortgagees, lien holders, and loss payees of any relevant policy changes. BriteCore sends InsVista a daily HO file for policy changes on any line of business and a BG file for billing.
Work with HO and BG files
With the InsVista integration, you can build and send HO and BG files.
Mortgagee notification vendor integrations
BriteCore integrates with various vendors that provide additional value-added services. Client relationships with vendors are independent of BriteCore.
Show/Hide duplicate addresses on Inspection Due report
Clients may choose to show or hide duplicate addresses for the same policy on the Inspections Due report.
Reliable Reports setup
Reliable Reports is a property/casualty insurance inspection and reporting bureau.
Mutual Inspection Bureau setup
The Mutual Inspection Bureau (MIB) provides property inspections by submitting inspection requests to independent inspectors in your area.
Manual inspections setup
Clients can manually create inspection files and email them to specific contacts.
Inspections vendor integrations
BriteCore integrates with various vendors that provide additional value-added services. Client relationships with vendors are independent of BriteCore. Clients have separate contracts and costs associated with each vendor.
Auto vendor integrations
BriteCore integrates with various vendors that provide additional value-added services. Client relationships with vendors are independent of BriteCore. Clients have separate contracts and costs associated with each vendor.
Address policies that timeout when rating
Large policies have three backend calls that often won’t finish before the NGINX timeout. When a user attempts to rate a policy and a timeout occurs, a BriteCore engineer needs to rate the policy using bin scripts.
BritePolicies troubleshooting articles
BritePolicies troubleshooting articles.
Allow non-pay cancelation on agency billed policies
By default, policies that are agency billed are not automatically canceled for non-payment. There are advanced settings that allow agency billed policies to automatically cancel due to non-payment.
Manage agency billing
Agency billing is used when the agency is responsible for billing the insured. This occurs when an agency is a wholesale agency or a surplus lines producer. BriteCore supports wholesale agencies, or agencies using agency billing, by sending invoices to the agency rather than the insured.
Set up single sign-on (SSO)
BriteCore provides single sign-on (SSO) solutions, so you and your users can log in to your system or website, and access the BriteCore system without having to log in separately.
Add a line item to an existing policy type
In the classic Lines module, you can add a line item to any of the existing policy types.
StoneRiver record types and layouts
StoneRiver has four record types: T, D, A, and F. This page explains the files and record types that StoneRiver accepts and BriteCore supports.
StoneRiver setup
StoneRiver is a line of business accounting software. BriteCore produces return premium, claim payment, and commission payment files to import into StoneRiver.
Process payables with Quickbooks
With QuickBooks, you can export payables, view exported transactions, and generate reports.
Debug Silvervine errors
There are general Silvervine (Primoris) errors you could experience when applying payments.
Silvervine setup
Silvervine (Primoris) is an electronic payment processing service for the insurance industry.
SunGard setup
SunGard is a ledger software from which clients track and issue checks. While BriteCore produces financial transactions, clients can’t create or issue checks within BriteCore. Instead, BriteCore sends data to SunGard to track and print return premium and claim checks.
Email notifications for policy lifecycle events
BriteCore offers notifications for policy lifecycle events. Most of the notifications (with the exception of Deliverables) can be set in Advanced Settings under admin-alerts.
Plum Voice setup
Plum Voice powers interactive voice response (IVR), which includes call routing, messaging, and voice communications for customers. With BriteCore, payors can check account balances and apply credit card or ACH payments to policies by calling a specific telephone number.
Microsoft Dynamics setup
Microsoft Dynamics NAV is a global enterprise resource planning (ERP) solution that provides small and midsize businesses greater control over their financials and can simplify their supply chain, manufacturing, and operations.
Intacct setup
Intacct is a cloud-based accounting system clients can use for reporting purposes.
iCheckGateway setup
iCheckGateway enables merchants to authorize, settle, and manage credit card and electronic check transactions.
Settings – IVANS
Various settings impact how information is received and displayed.
Website Alive (Chat) setup
Website Alive allows staff to live chat with agents during the quoting process. This document explains how to perform general setup.
Acord AL3 setup
BriteCore supports AL3 files. ACORD, which implements AL3, requires users to sign in for more information on AL3 files on their site. AL3 messages handle the transmission of insurance information such as policies and claims.
Set up effective date parameters while quoting
Clients can restrict how far in the past and future a policy’s effective date can be set while quoting.
Set up a limit threshold
Clients can define a threshold of applicable limits against which either an email is sent and/or an approval code is necessary for quoting to continue.
Set up processing error notifications
Clients can receive notifications for processing errors. Some of the errors are specific to, and therefore documented with, specific workflows. For example, notifications specific to the renewal workflow are documented with that page. This page documents notifications that apply to both new and renewal business workflows.
IVANS UI support to build and upload files
Clients can create new file folder names in IVANS by enabling the IVANS eDoc Build Tool. A new UI access was created for two new support tools which allow manual eDocs creation and upload of an eDocs file by the XML file name.
Set policy terms
You can define policies term lengths by state and policy type.
Add policy renewal term – policy number
Britecore provides an advanced setting, append-policy-term-suffix-to-quote-numbers, that quickly shows you the number of times a policy has been renewed. The system identifies the number of renewals by adding a two-digit suffix—a term number—beginning with -00 to the end of policy numbers.
This enhanced policy numbering scheme allows you to search based on any part of the policy number.
Delay assigning policy number
In BriteCore, when an application is submitted, it’s immediately issued a policy number. This setting avoids assigning policy numbers until the application has been made an active policy. BriteCore will distinguish, via number format, between an application/quote and active policy.
Policy lifecycle parameters
This setting in the Policy Lifecycle area is only accessible during setup, before the site is live. BriteCore can enable this setting via the database, but it’s not something normally done after the site enters production. There may be unforeseen consequences of making this change and we recommend testing this change thoroughly in a test environment.
Set up policy lifecycle numbering
Policy numbering exists as a form of account maintenance. Specifically, it is a way to link a policy to a unique ID.
Set up policy contacts
Clients have some configuration options regarding contacts on a policy.
Set up notifications for new business
Clients can either direct all emails to a specific set of contacts or direct emails to a specific contact on an agency-by-agency basis.
Set up new business notices
Summarizes BriteCore’s new business notices and their uses.
Titanium Blizzard setup FAQs
If you have trouble setting up Titanium Blizzard, check out the Titanium Blizzard setup FAQs.
Set up Generation 2 BriteCore services new business workflow
Provides various instructions for setting up new business workflow. Please note that the Generation 2 BriteCore Services new business workflow is no longer used with new clients.
Set up keep the agent on the same screen while quoting
By default, when new business is quoted in the policy wizard users are directed to separate screens to add and rate property and policy coverages. A setting allows users to stay on the same page while adding coverages by making those screens popups, or modals, rather than separate screens.
Set up premium and fee display
You can show the premium and fees separately when rating a policy.
Uninstall Titanium Blizzard
You can remove Titanium Blizzard without removing or affecting your configuration settings.
Update Titanium Blizzard
When you restart Titanium Blizzard, it automatically checks for updates. You can install available updates when you’re ready.
Use the Titanium Blizzard API keys
API keys are secret keys that allow Titanium Blizzard to interact with BriteCore.
Stop using Titanium Blizzard
If you need or want to, you can stop using Titanium Blizzard.
Set up policy statuses that redirect policies to the wizard
The redirect-to-wizard-policy-status setting allows clients to identify policy statuses that should open in the policy wizard by default. This setting only affects the Agent portal.
Set up effective date behavior while quoting
Clients can prevent quotes from automatically changing the lines effective date when a policy’s effective date changes. In other words, when the setting is enabled, quotes are locked to effective dates.
Set up default contact type
The default-contact-type setting allows clients to set the default contact type as individual or organization.
Set up custom new business workflow (Policy Wizard)
This articles details efforts related to per-client customization on the policy wizard. The audience for this document is anyone that needs to interact with these new mechanics at a code level and anyone interested in knowing the new capabilities in more details.
Set up additional new business settings
This page is a catch-all for new business settings that don’t fit well into a specific topic.
Remove an unwanted quote or application
Explains how to remove an unwanted quote or application; you can retain the data or permanently delete it.
New business reports
These new business reports are available out of the box.
Navigate custom UI by URL
Provides instructions to navigate the custom UI by URL.
Set up login parameters
You can establish login parameters in the Provider Administrator portal.
Hide a contact’s Social Security Number
To better protect a contact’s identity, the mask-ssn-on-edit-contact setting hides all but the last four digits of a contact’s social security number (SSN) when the contact is edited in the Agent portal.
Set up Agent login dashboard
Clients can display custom text and images on the Agent portal dashboard, which is the first screen agents see after logging in.
Set up company contact information
Clients can customize the footer of each page with contact information.
Allow agents to add payment methods to BriteCore
Clients may wish to allow agents access to add credit cards and ACH accounts directly from within the Agent portal.
Set up agents’ ability to upload files
By default, agents can’t upload files to in-force or canceled policies from the Agent portal. You can change the default setting so that an Upload Files button is visible on the Attachments screen of each policy in the Agent portal.
Set up agent’s ability to create certain deliverables
By default, agents can access but not create deliverables within the Agent portal. A setting allows clients to identify custom deliverables agents can create within the Agent portal.
Set up agent logins
There are three methods for assigning logins to agents: conversion method, manual method for staff, and agent-initiated method.
Set up agent access to policy notes
By default, agents can’t see policy notes. You can allow agents to view all notes for a given policy within the policy’s Notes tab. The setting applies to the Policies module only and provides view-only privileges; agents can neither create note alerts nor add, edit or delete notes.
Set up agent access to deliverables
By default, agents can view all printed and to-be-printed policy and claim deliverables that are not locked.
Claim file and exposure file headers and left menu navigation
Within a claim, you can access to two different headers: the claim file header and the exposure file header. When inside a claim file, the menu on the left side of the screen provides additional claim details or exposure details.
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, and assess Non-Renew settings.
Resend Print Hawk emails
In Titanium Blizzard, you can resend only today’s Print Hawk emails.
Set up printing emails for auditing
You can set up emails to audit print jobs and notify agencies of what printed for their agency.
Set up Calendar for printing documents
In BriteCore, you can use the Calendar to define on which days documents print.
Customer Service Representatives (CSR) Dashboard
The Customer Service Representatives (CSR) Dashboard: Displays policies that are about to expire or get canceled over different time ranges (30, 45, and 60 days) and allows users to navigate directly to the policies displayed.
Set up access to Agent Manual
You can provide a link to manuals for access by agents within the Agent portal. Manuals can be provided on a per-policy-type basis.
Agency Experience Dashboard
This dashboard shows policy and claim information, in addition to time series charts that compare the current year with previous years.
BriteLine Event: Updated Risk Type State
BriteLines emits events using BriteEvents in response to changes that occurred in the system.
BriteLines Event: Updated Minimal Risk Type State
BriteLines emits events using BriteEvents in response to changes that occurred in the system.
How do I get started? (Classic BriteCore)
This quick guide covers contacting the Support team to obtain your Classic BriteCore API key, making a test request to BriteAPI, and evaluating the response.
Quality assurance
Quality assurance (QA) is an integral component of our change management process. The Solution Architecture team outlined a detailed pull request process that includes several review checkpoints. Detailed checklists inform and guide each review stage.
Code contribution: How do I get started?
In some cases, particularly for nonstandard uses of BriteCore, you may want to modify the underlying source code. BriteCore operates in a Community model, where contributed code is merged into our master branch for all customers to use.
Pull Request Code Review and Continuous Integration
BriteCore’s Solution Architecture team outlined the Pull Request (PR) for all partner and client PRs targeted towards the master branch in the BriteCore repository.
The goal is to provide partners developers, client developers, and other third-party developers with timely responses on their PRs with minimal disruption to the Product teams’ normal workflows.
Solution Architecture design and review
Descriptions of the goals of code review, PR workflows, and Continuous Delivery.
Set up electronic payment rules
Policy status, user role, and settings determine if an electronic payment can be made. If you can’t make an electronic payment, a message will appear on the screen, notifying you that the electronic payment can’t be made.
Set up electronic payment notifications
When one-time or recurring electronic payments occur, notification of certain situations can be helpful, such as notification of underpaid policies, duplicate payments, and declined payments. You can set up notifications in the Provider Administrator portal for these instances and for others.
Disable editing for the FEIN/SSN field
As insurance contracts are legally binding, it’s important that the entity with an insurable interest is correctly identified throughout the policy lifecycle. The setting disable_fein_ssn_for_active_policy disables the FEIN/SSN, which prevents those values from being changed once a policy is set to active (but not necessarily committed).
Policies: New business quoting
The new business workflow has undergone two major iterations. The first iteration led to what clients who went live prior to 2017 are using, known as legacy quoting or BriteQuote. The legacy quoting offered minimal customization and was difficult to change due to technology constraints. In 2017, work began on a custom UI that offered new clients the ability to easily customize the entire quoting process within the Agent portal. This transition to the custom UI spec project was research and development with implementation. As a result, customizing a client’s quoting experience is still a work in progress.
Set up endorsement summary deliverable
Clients may need to create an endorsement summary deliverable that displays individual changes to an endorsement when an insured requests a change to the policy contract.
Policies: manuscript endorsements
Manuscript endorsements refer to custom coverages, often with a custom name and rate. This type of custom insurance coverage is typically written from scratch for specific events or assets tailored to the insured, such as an annual training conference or annual county fair.
Prevent multiple open revisions (endorsements)
By default, BriteCore allows users to independently initiate revisions (endorsements) on different dates without issuing them. To prevent this behavior, use the prevent-creation-of-multiple-open-revisions-simultaneously setting. With the setting enabled, the system safeguards against users from inadvertently creating duplicate endorsements.
Policies: Endorsements
An endorsement is an amendment or change to a policy. Within BriteCore, endorsements are also referred to as revisions. While typical commercial insurance contains general coverage, BriteCore allows the flexibility for clients to build almost any endorsement they would like to offer, from Coverage A to custom coverages like manuscript endorsements.
Set up underwriting cancellation times
In accordance with their state regulations and business policies, clients can define the number of days a policy is in underwriting cancellation prior to the policy canceling.
Set up non-renewal timelines
In accordance with their State regulations, clients can define the number of days prior to policy expiration a notice of non-renewal must be sent.
Set up cancellation and reinstatement notices
Summarizes BriteCore’s cancellation notices and their uses, with examples.
Set up cancellation and non-renewal reasons
Clients can define their list of cancellation and non-renewal reasons by state and policy type.
Generate bill for remaining balance on term (pre-cancellation)
A billing agent can generate an invoice (deliverable) for an insured with the remainder owed on a policy before it goes into cancellation pending for non-payment. The current system, Edit & Reprint, will generate the full invoice amount of the total premium, while Payoff Balance Summary will provide the remaining balance.
Set up printing options
You have several different options for setting up printing: Print by Policy Number, print by Policy Number, print by Deliverable Type, or print by defined batches using deliverables grouped by Policy Number and Recipient.
Restrict application printing for incomplete quotes
The validate_application_before_print advanced setting restricts application printing for incomplete quotes. When enabled, agents and agencies are required to complete all of the required fields on a policy prior to selecting Print Application on new policy applications.
Send broadcast messages to all users with an unconfirmed email with BriteApps
You can send a broadcast message to all users with an unconfirmed email with BriteApps.
Send a broadcast message to all users not enrolled in eDelivery with BriteApps
You can send a broadcast message to all users not enrolled in eDelivery with BriteApps.
Send a broadcast message to all enrolled users with BriteApps
You can send a broadcast message to all enrolled users with BriteApps.
Sending a broadcast message to users with BriteApps
BriteCore is designed to help you maintain contact with named insureds while working remotely. With BriteApps, you can send broadcast messages to a specific group of users or all users.
Remote printing options
BriteCore clients should have a plan for continued business operations during critical events or circumstances that may impact their standard operating procedures. To help our clients’ employees carry out their duties, we have outlined the printing options BriteCore offers. These options will help clients minimize business interruption, allowing their customers to receive their insurance documents as expected.
Remote billing options
BriteCore is set up for billing operations to continue while working remotely. Billing setup, billing schedules, and billing invoices won’t be impacted by transitioning to remote work. Collaborate with named insureds on transitioning to remote payment methods: auto-pay, online pay, or mobile pay.
Reinstate an expired policy
Explains how to reinstate expired policies.
View a property location
You can view the location of a property by its geographic coordinates or on a map.
Set up contact fields
Guidance for setting two settings that display contact information during the quote process.
Temporarily suspend quoting
Explains how to temporarily suspend quoting.
Declaration-specific components
Discusses several features and settings used to modify declarations.
Set up the declaration
Clients can use BriteCore’s stock declaration or build a custom declaration. This document covers building the stock version.
Underwriting enforcements
BriteCore has six categories of underwriting enforcements: Geographical Restrictions, Product Offerings, Enterprise Knockout Questions, Step Specific Rules, Underwriting Questionnaire, and Straight Through Processing.
Set up credit scoring
A BriteCore client can use SSN or address to obtain a credit score. If SSN is not collected, there are cases where prior address is required in order to obtain the credit score. For example, in the event that the insured has not been in a residence a requisite number of days, a trigger can require the prior address. The features in this document facilitate the gathering of prior address information.
Set up auto-pay
You can add new business and existing policies to auto-pay.
Manage automatic payments
You can manage automatic payments by setting up the auto-pay deliverables, changing the withdrawal date for policies on auto-pay, and removing policies from auto-pay.
Retrieve and send log files
You can retrieve and send Titanium Blizzard log files at any time.
Automatic payment overview
Recurring automatic payments can provide you and your clients with peace of mind when payments are automatically drawn on or near the initial, installment, or renewal due date.
Set up Policy Types that don’t require addresses
For lines of business that don’t require risk location information, such as umbrella coverage, carriers can hide the Risks tab in the new policy wizard and bypass risk address information.
Enable address validation with Google
The google-address-standardization advanced setting allows users to employ Google standardization of addresses.
Set up terms and conditions on login
Information on how to set the terms and conditions upon login to BriteCore.
System tag use cases
Since System Tags are so flexible in BriteCore, there are many possible use cases when you will want to add a system tag to a line item.
Add a system tag
System tags can be created and added to BriteCore elements for tracking.
Set up and use mortgagee extensions
Clients can add an extension to cancellations to accommodate mortgagees. When used, BriteCore will report a cancel date of X more days via InsVista to the mortgagee. BriteCore, however, will still process the policy on the original cancel date. In other words, BriteCore processes the policy as if there is no extension. The extension is reported to the mortgagee through InsVista only.
System Tags overview
System Tags are a flexible way to track and report things in BriteCore against BriteCore data.
Send correspondence
Clients can send emails to any email address of their choosing from an individual policy via the Email Information Related to Policy button.
Edit a revision date
When making changes to an existing policy, you can edit the effective date before you commit the revision by selecting Edit Revision Date. You can correct the effective date of a pending revision if you entered an incorrect effective date.
Archive or delete a revision
Clients can archive or delete revisions. A tool exists to archive or delete revisions from the interface, access to which should be limited to the client’s project lead.
Reports: Premium
BriteCore offers out-of-the-box premium reports, accessed in the Reports module.
Reports: Policy management
BriteCore offers out-of-the-box policy management reports, accessed in the Reports module.
Change printers while using Titanium Blizzard
While using Titanium Blizzard, you can change printers.
Premium records
Written, earned, and unearned premiums are calculated on a daily basis. To determine the premium, divide the written premium by the number of days in the term. Premium record calculations display for each day the policy is in force. These calculations are accessed on the Accounts Receivable screen of every policy.
Provider Administrator portal dashboard overview
Administrators logged in to BriteCore’s Provider Administrator portal are presented with a dashboard that includes notifications, statuses, and a configurable welcome area.
BriteCore Policies core concepts
Polices core concepts, including revisions and policy statuses.
General searching tips
Explore tips to help you search BriteCore more efficiently.
Note created upon changes to advanced settings
BriteCore automatically creates a note when and advanced setting value is changed.
Note created after rate and save
Summary of rate and save actions and the automatically generated notes from those actions.
Common batch errors
When you add information to a batch manually or through a .csv file, it is possible to encounter errors. Errors can occur based on inaccurate policy numbers or invoice codes, discrepancies in the Amt. Owed and Amt. Paid columns, and missing information.
Portal and module overview
Module access in BriteCore varies by portal.
Allow pay submitted policies
When a mortgagee or title company issues payment based on a submitted application before the application becomes a committed and active policy, the payment needs to be accepted. With the allow-pay-submitted-policies advanced setting, you can allow payments to be applied to submitted policies.
Restrict a module or page
Apply permissions to restrict a page or module.
Restrict a backend function
Apply permissions to restrict a backend function.
Permissions version 1 core concepts
Understanding the core concept of the v1 permissions in BriteCore can help you understand which version you want to employ in your BriteCore site.
Permissions versions
BriteCore offers two permissions versions to choose from for your users.
Financial anti-terrorism cross-reference
The financial anti-terrorism cross-reference advanced setting allows clients to verify contact names in BriteCore against a national register of suspected terrorist names and aliases.
Debug error popup
The debug-error-popup advanced setting replaces the default stack trace error page with a dialog to view the full error or accept.
Brand classic BriteCore
Classic BriteCore can be modified to reflect a company’s branding by adding a favicon, customizing BriteCore emails, and applying a custom typeface.
Manage deposit and payment receipts
When you enter manual (check, money order, cash) payments on the Daily Cash Receipt screen, the payments will populate in a list below the Check, Money Order, and Cash sections. When you create a deposit receipt for these payments, BriteCore will automatically clear the list of payments and generate a deposit receipt document. When the deposit receipt is generated, BriteCore will also automatically generate payment receipts for each payment listed on the deposit receipt.
Rate Capping
Rate Capping allows a carrier to cap a renewal rate change at each renewal until reaching the approved rate level. Carriers can cap a rate change at a maximum percent increase (or decrease) or a set dollar amount. The amount at which the renewal will be capped is calculated as a percentage of the previous term premium, minus any natural increases, new coverages, or properties manually added to the policy on renewal.
Quickbooks troubleshooting resources
The lists of links below are helpful resources for troubleshooting Quickbooks issues.
BriteCore-Quickbooks integration FAQs
If you have questions about the Quickbooks integration, check out the Quickbooks FAQs.
Manage an existing batch
In an existing batch, you can manage the existing batch settings and manage the separate payments entered into a batch.
Mass Printing integration overview
MassPrinting is a leading provider of document output solutions to the insurance industry. MassPrinting works closely with your internal team to provide a personalized outsourcing solution for the printing and mailing of your policyholder communications.
Mass Printing setup
MassPrinting integrations take an average of one to three months, based on the complexity of the implementation and other variables. Implementation can be conducted remotely with no impact on the implementation timeframe.
Create batch payment
You can group inbound payments together to aid in more efficient processing. In BriteCore you can batch manual payments in the Provider Administrator portal. You can enter a batch by referencing the policy or invoice number, the system will pull information from the invoice.
Quickbooks setup overview
QuickBooks is an accounting software developed and marketed by Intuit. The free Quickbooks add-on, the Web Connector (QBWC), is a third-party application that exports data from BriteCore to QuickBooks.
Set up Quickbooks in BriteCore
After you set up Quickbooks locally and set up the Web Connector application, you need to enable and configure Quickbooks in BriteCore.
Create an IWSWebSvc.qwc file
When setting up the QuickBooks integration, clients will need to contact BriteCore to create an IWSWebSvc.qwc (IWS Web Service) file for their BriteCore-QuickBooks transactions.
Set up the Quickbooks Web Connector
Once you set up Quickbooks locally, you need to set up the Quickbooks Web Connector.
Set up Quickbooks locally
The first step in setting up the BriteCore-Quickbooks integration is setting up QuickBooks locally.
Inbound payments overview
BriteCore accepts manual and electronic payments. Manual payments are check, cash, or money order and electronic payments are ACH or credit card. Manual payments are entered by a user or through the File Transfer Protocol (FTP) upload method. Electronic payments are made through integration with third-party vendors.
Claim and exposure status
Throughout the claim lifecycle, the status of a claim and the associated exposures will change. Claim status, exposure status, and role-based permissions can dictate what users can see and do within the claim and exposure.
Upload files
In the Provider Administrator portal you can upload new files in Attachments. In the Agent portal, you can upload new files if the advanced setting agent-display-file-attachment-button is set to True.
Set up or edit billing schedules
You can set up billing schedules by state and by policy type by accessing the Edit Billing Schedule dialog box.
Delete a deliverable from Attachments
Instructions for deleting deliverables from Attachments.
Update deliverable recipients
Describes how to add or remove intended recipients from custom and stock deliverables.
Set a print state for a deliverable
Set a print state for a deliverable in Attachments.
Print states
Descriptions of possible print states for deliverables in BriteCore.
Change the billing due date on single and linked policies
Insureds may need to change the billing due date to better accommodate their needs. For example, if an insured is paid once per month, on the first day of the month, the insured may need to change the due date to the 1st of the month. If an insured receives Social Security on the 23rd of the month and has a fixed income, the insured may need to change the due date to the 23rd of the month.
Add a custom deliverable
In custom deliverables, you can create documents that cover use cases not included in the stock deliverables. This tutorial walks you through adding a custom deliverable.
Custom deliverables overview
An overview of custom deliverables in BriteCore.
Set up deliverable distribution
Deliverable distribution methods vary depending on the recipient, this document outlines the distribution methods available in BriteCore.
Changes to due dates, non-pay notices, and cancellation dates
The Changes to due dates, non-pay notices, and cancellation dates feature consists of changing the core functionalities of non-pay notification and calculation of cancellation dates and creating the advanced setting, offset-invoice-dates-for-non-business-days.
Agent portal: New Accounts Receivable screen
BriteCore provides agents with additional features, enhanced usability, and a modern look with the new Accounts Receivable screen in the Agent portal. The new Agent portal Accounts Receivable screen is consistent with recent Accounts Receivable screen changes in the Provider Administrator portal.
OBRIEN Insurance Solutions integration overview
OBRIEN Insurance Solutions has 45 years of experience in managing policyholder communications for insurance companies. Outsourcing with OBRIEN will yield cost savings, increase capabilities and efficiencies, and automate processes, so you can focus on creating and delivering value for your customers.
ImageRight FAQs
If you have questions about the ImageRight integration, check out the ImageRight FAQs.
ImageRight filename format configuration
If a client wants to use ImageRight and requires a different filename format for deliverables other than the default, the format can be made configurable via vendor settings. A setting will hold a JSON string that includes a Python string with named placeholders, allowing target_deliverables to define the individual types of files that can be sent for a client.
ImageRight setup
The ImageRight content management and workflow solution is the leading provider of insurance-focused content management, enterprise workflow, and business intelligence solutions.
Stripe – Completion of payments
The Stripe integration now captures the successful and failed payments and shows the correct Payment Status in the BriteCore UI.
Titanium Blizzard integration overview
Titanium Blizzard is a Windows application that enables you to print BriteCore deliverables on a local printer.
Titanium Blizzard setup
Titanium Blizzard is a Windows application that enables you to print BriteCore deliverables on a local printer. The application is maintained by BriteCore.
Add or edit fault information
During the investigation period of a claim, the adjuster will need to determine and record the fault of each vehicle. You will find the Fault section when you access the Vehicle Details screen of a vehicle.
Google Drive integration overview
Google Drive offers cloud-based storage for your policy and claim files, which can be automatically retrieved, uploaded, and stored in BriteCore.
General settings for deliverables
Guidance for viewing and updating the general settings for deliverables.
Customize a stock deliverable
Explains how to make customizations to stock deliverables.
Preview deliverables specific to a policy
How to preview deliverables specific to a policy.
Agent dashboard text
The Agent Dashboard Text setting enables you to customize the A message to our Agents box that agents see when they log into BriteCore. The setting supports HTML and inline JavaScript and CSS.
Google Drive FAQs
If you have questions about the Google Drive integration, check out the Google Drive FAQs.
Access and preview a deliverable
How to access and preview your deliverables.
Classic deliverables core concepts
BriteCore’s Classic deliverables include numerous stock deliverables and enables custom deliverables that have the same look and feel as stock deliverables, but can be customized using HTML/Jinja. You can also fully customize a document.
Stock deliverables overview
BriteCore provides a set of approximately 25 stock deliverables that cover basic insurance documents like declarations, billing statements, notices of cancellation, etc. These are static; the ability to customize them is minimal.
BriteDocs core concepts
BriteDocs is responsible for create, read, update, and delete (CRUD) operations on deliverable templates, which define the content and presentation of a document.
BriteApps: Track E-Delivery document viewing
Updates include new features in the E-Delivery dashboard and redesigned Payments functionality for the web version of BriteApps.
Select invoice due date for single and linked policies
You can add a specific due date for the month within the billing schedule so insureds who are paid once per month or receive subsidized income can select the billing date that works best for them. You can choose a due date for a policy and you can generate the chosen due date for selected linked policies.
DayCron/Nightly processing
Cron is a software utility in Unix-like computer operating systems that automatically schedules time-based jobs. BriteCore’s DayCron script is executed on every live site’s Leader node around midnight every day. This document provides a summary of the nightly processing details in BriteCore.
Authorize.Net setup
In BriteCore, you can set up an Authorize.Net account, enable the Authorize.Net integration, turn off Test Mode, and access additional resources.
Send email from claim or exposure file
You can send emails from a claim file or exposure file by selecting the email icon on the right sidebar. See Figure 1. The email
Stripe destination account
BriteCore clients using Stripe can now use the Stripe Connect Platform Account, allowing them to have a centralized list of customers and leverage the destination charges feature to transfer charges to connected accounts.
Check for potential duplicate claims
BriteCore now provides logic to prevent duplicate claim entry in the Agent portal. Previously, duplicate claims could be created if a policyholder reported a claim through BriteApps and an agent created a claim for the same loss. With the Potential Duplicate Claim feature, when a potential duplicate claim is entered, the Potential Duplicate Claim dialog box will display this warning message: Please check to see if the loss you’re attempting to report is a duplicate of one of these previously reported claims.
Potential duplicate claim workflow
To prevent duplicate claim entries, BriteCore will search the system to identify potential duplicate claims when you create a claim in the Agent portal. After selecting the loss date and time in the first notice of loss (FNOL), BriteCore will automatically search for any additional claims filed on the same policy from one day before the entered loss date to one day after the entered loss date.
IVANS eDocs setup (NxTech)
The IVANS eDocs integration works alongside the IVANS Downloads (NxTech) integration. The IVANS Downloads integration compiles and exports an XML file containing information about policy changes that occurred on a given day.
IVANS integration overview (NxTech)
Note: All references to NxTech in BriteCore refer to IVANS. This service was originally NxTech, but the company has since renamed the service IVANS. Insurers
MHC Document Express integration overview
The MHC Document Express integration sends return premium checks and claims checks created in BriteCore to check writing software with synchronized check numbers. Functionality Using
BriteAPI Tutorial: Retrieve product definition
In BriteCore, the Lines module provides a dynamic interface for administrators to set up coverages, including effective dates, business locations, line items, sublines, components, policy
Agent portal – complete first notice of loss (step 1B)
After you initiate the FNOL from the Claims or Policies modules, you can complete the FNOL. Complete the following sections to complete the FNOL. Policy
BriteX cancellation for non-payment of premium
Most BriteX cancellation workflows are supported with the BriteQuote quote flow engine. Cancellations for non-payment of premium are dependent on billing workflows. BriteX currently integrates
Stripe Connect Platform setup
When making a payment using Stripe, you can use the Stripe Connect Platform to use a destination account for the payment.
Add and manage claim assignments on the Parties screen
On the Parties screen of the claim file, you can add and manage claim assignments, such as Primary Adjuster, Claim Supervisor, Claim Manager, and Claim
SunGard integration overview
SunGard is a ledger software that you can use to track and issue checks. Functionality The integration allows BriteCore to export financial transaction data to
StoneRiver PTE integration overview
StoneRiver PTE is accounting software you can integrate with BriteCore. Note: StoneRiver PTE is now Sapiens Financial GO. Functionality With the StoneRiver PTE integration, BriteCore produces
IVANS eDocs overview
The IVANS eDocs service is intended to build and upload generated XML files to the IVANS servers.
Underwriting rules: Property to Policy Wide scope
In Classic Rules clients, you can create underwriting rules with the trigger in the Property section and the effect in the Policy Wide section of the quote. When you create rules with this new scope, they’re applied to the underwriter enforcer (automatic renewals), the admin builder, and both versions of the quoting wizard.
Apply the Property to Policy Wide scope to an underwriting rule
Using Classic Lines, you can create underwriting rules with the trigger in the Property section and the effect in the Policy Wide section of the
Customize installment fee by payment method
With this feature, you will be able to configure a unique installment fee for each payment method within each billing schedule.
Intacct integration overview
Intacct is a cloud-based accounting system you can use for reporting purposes.
BriteApps (web version): Payment screen redesign
The Payments screens of the Policyholder portal (web version) have been redesigned to give the app a more modern look and feel and enhance the user experience.
Quickbooks integration overview
QuickBooks is accounting software developed and marketed by Intuit. The free Quickbooks add-on, the Web Connector (QBWC), is a third-party application that exports data from
E2Value XML/Modal
Replacement cost estimation is a key component of most carriers’ underwriting process, particularly for habitational risks, such as homeowners and dwelling fire. It’s used to determine how much dwelling coverage (typically Coverage A) is required to fully replace the structure in the event of a total loss. e2Value provides web-based property valuation services.
Rating overview
In BriteLines, rating is performed by taking the details about a risk type (fields, items, rate tables, and calculations) and details about a quote (risks, field answers, chosen items) and combining them to determine each item’s premium, limits, and deductible.
Access the Rate Preview screen
Rate Preview is a feature that allows you to create test scenarios to validate rates directly from within BriteLines.
Copy a scenario to a new scenario
In Rate Preview, you can copy a scenario to a new scenario to shorten the setup time.
Share a scenario link
You can copy a scenario link to share the scenario with others.
Delete a scenario
You can delete a scenario, but deleting a scenario permanently removes it.
Rate Preview overview
The Rate Preview feature allows you to create Scenarios to test and validate rates directly in BriteLines. Product configuration changes are immediately available for testing.
BriteAPI Tutorial: Create and bind a quote (Classic)
In this tutorial, we will guide you through creating your own custom quoting application workflow using BriteAPIs for BriteCore Classic.
Credit Tier Ranks
Currently, the credit score in the builder is a combined credit score relying on the Multiple Credit Scores setting. Since No Hit and No Score are non-numeric, you can’t use them when combining any of the stored tiers. In such cases, the system would automatically use the default credit score, which is numeric. You can find the default credit score in Vendor settings.
We established logic to differentiate between the No Hit and No Score factors because, in some rating schemes, they use a factor not used on any numeric credit score, which leads to an incorrect rating when using the default score.
BriteAPI Tutorial: File and update a new claim and retrieve related information (Classic)
BriteCore combines claims administration functionality and business process management (BPM) support for the entire claims process. From open to close, agents and adjusters work collaboratively
BriteAPI Tutorial: Retrieve, update, and display policy information (Classic)
BriteCore offers a policy administration system used to execute core processes such as rating, underwriting, binding, issuing, endorsing, canceling/rescinding cancelation, reinstating, and renewing policies. It’s
Clear a scenario
Clearing a scenario removes all of the data from the scenario, including the added risks.
Tutorial: Use the markup plugin slot to render UI elements
BriteCore provides a beta JavaScript library that you can use to build your plugins. This tutorial walks you through using the markup plugin slot to
Add and edit Additional Claim Dates
In the Additional Claim Dates section of the claim file’s Details screen, you can add important dates and key events to the claim file.
Configuration overview
The line(s) of business (LOBs) and location(s) that an agency and/or agent can write business for are configured within the Configuration tab of the Contacts
Claim file Accounting overview
In some claims, the law may dictate that a barrier be created between adjusters who manage different coverages on the same claim for the same
Exposure file Accounting screen overview
In some claims, the law may dictate that a barrier be created between adjusters who manage different coverages on the same claim for the same
Classic Quotes overview
The Quotes module provides a dynamic interface for agents and other stakeholders to generate policy estimates based on risk locations, rating details, product lines, and individual carrier risk tolerances. Carriers can configure each screen, from collecting contact details, answering initial questions, and completing rating information, to submitting an application, evaluating underwriting metrics, and completing final processing.
Enabled gen 3 modules
When a BriteCore site uses BriteLines, BritePolicies, BriteClaims, BriteDocs, BriteRules, BriteAccess, or BriteNotes, the enabled_gen3_modules advanced setting makes those modules available upon selecting the corresponding UI icon instead of the Classic BriteCore module counterparts (if applicable).
Assign adjusters to unassigned claims
Once a claim is submitted, you can assign an adjuster to the claim. If you select to assign an adjuster to a claim, you will
Manage tags
In the Tag Maintenance screen, you can add and edit tags that will appear in the tag dropdown list of the claim file header and the exposure file header.