Release notes

Generic filters

BriteSuite permissions by product line

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

Read More »

BriteLines – Product Export improvements

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

Read More »

Don’t allow null Loss Date

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

Read More »

Asynchronous revisions

With the new Asynchronous revisions feature, users who process renewal revisions can process a manual renewal revision as a background job, and agents can process new business as a background job.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »