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Keep the agent on the same screen while quoting

When new business is quoted in the policy wizard, users are directed to separate screens to add and rate property and policy coverages. Advanced settings allow users to stay on the same screen while adding coverages by changing the additional screens to dialog boxes. 

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Lifecycle Parameters

Lifecycle Parameters in the Policy Lifecycle section are set by BriteCore configuration analysts during configuration and implementation. 

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Set up a threshold limit

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.

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Manage cancellations for converted policies

When a client transitions to 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.

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Redirect to wizard policy status

With the advanced setting redirect-to-wizard-policy-status you can designate the policy status(es) that will redirect the user to the policy wizard when the user selects a policy from the Policy Search screen.

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Default contact type

With the advanced setting default-contact-type, clients can set the default contact type in the policy wizard to individual or organization.

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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. 

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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.

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Delete Persistent Builder mapping using Support Tools

When you create a new effective date, you may introduce changes incompatible with your older Lines versions, such as altered category options, different names, etc. This can cause your policies to fail to renew. With Create Persistent Builder Mapping, you can explicitly map the changes in the system.

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NxTech Initial Load for Agency using Support Tools

Sometimes, you may need to send an initial load of policies to an agency for download. NxTech Initial Load for Agency is a support tool that helps to automate the process and generates a NxTech file that contains the current state of all policies for a given agency with all transaction codes set to SYN.

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Set expected recoveries

In personal auto claims, you can set the amount for expected recoveries. Expected recoveries are configurable and can consist of Reinsurance, Subrogation, and Salvage.

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Loss run reports

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

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LexisNexis FIRSt

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

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