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Configure LexisNexis FIRSt in BriteSuite
This tutorial walks you through the steps to implement LexisNexis FIRSt in BriteSuite.
Disable FEIN SSN for active policy
With the disable_fein_ssn_for_active_policy advanced setting, you can disable the ability to edit the FEIN/SSN once a policy is set to Active.
Manage unwanted quote or application
You can manage unwanted quotes or applications by changing the status from Unsubmitted or Submitted to Rejected.
Set up premium and fee display
Advanced settings allow you to choose how to display premiums and fees while quoting a policy.
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.Â
Lifecycle Parameters
Lifecycle Parameters in the Policy Lifecycle section are set by BriteCore configuration analysts during configuration and implementation.Â
Set up processing error notifications
Clients can receive notifications for processing errors.
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.
Set up effective date parameters while quoting
Clients can set parameters for how far into the past and/or future that the effective dates for a policy can be set when quoting.
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.
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.
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.
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.Â
Parties overview
The Parties screen manages parties entered throughout the lifecycle of a claim.
Filter the Transactions table in Accounting screen
In the Accounting screen of the claim file and exposure file, you can filter the Transactions table to easily locate specific transactions.
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.
Britesuite platform setup guide
Purpose This guide walks administrators through setting up the BriteSuite platform. The BriteSuite platform is built to be as configurable
Add an external adjuster
In BriteClaims, you can add external adjusters to a claim file.
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.
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.
Get recent sweep payment/daily cash receipts using Support Tools
With View Recent Receipts, you can generate receipts, such as daily cash, sweep payments, etc.
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.
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.
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.
Correct IVANS Claim Reports using Support Tools
Occasionally, the IVANS data exports may miss some transactions in the automated XML export. With the Correct IVANS Claim Reports tool you can regenerate a claim report based on the claim and cursor date.