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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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