The Predicate Push Down feature restructures the way the BriteData report engine queries data to optimize report run times. Reports can take a long time to run due to inefficient querying. This back-end implementation optimizes querying by reducing the amount of data needed for the report, thus requiring less time and memory. Prior to this feature, the report engine would retrieve all data and apply the report filters at the end. The benefits of Predicate Push Down don’t extend to or impact: Custom or hardcoded reports. You can tell a report is a custom report if it has a Report

Release Date: 09/02/2020 With the commission rate adjustment feature, you can increase or decrease an agent’s current commission rate by up to 100%. This feature relies on the configuration of rules that determine how commissions will be tailored for your company. With the commission rate adjustment feature, the following has changed: You can tailor commissions based on quote, property, and subline parameters. You can apply these rules to new business, endorsement, and renewal transactions. When a rule is triggered, BriteCore will add a note to the policy that documents the change in the commission rate. The manual override option will

With the advanced setting add-loss-disputes, agents can dispute vendor-reported claims on a policy or application. When the advanced setting add-loss-disputes is set to True, the Add Dispute button will appear next to any vendor reported loss.     When a user selects the Add Dispute button, a dialog box will open and the user can type the reason for disputing the vendor reported loss. When a claim is disputed, it won’t count as an active claim, and it won’t affect the Claim Free Discount. When a dispute is added to a claim, the agent or BriteCore client can delete the

Clients can require agents to provide details regarding an application or endorsement in the Additional Description box when quoting. With the advanced setting require-additional-description, you can now make the Additional Description box a required field for application or endorsement submission in Quote. To make the Additional Description box required, require-additional-description must be set to True. This advanced setting is available to clients on BriteCore’s Master branch. To turn on this setting, submit a ticket to BriteCore.

In the Edit Billing Schedule dialog box, you can choose to create custom renewal installments in the Renewal Configuration Options section. When selected, the On renewal, use custom billing schedule installments checkbox opens the installment details. You can customize the following: Send Installment Invoice Factor of Total Premium Due Note: The sum of all factors in this column must equal 1. Installment Fee   When applied to a core billing schedule, the custom renewal installments will go into effect only at the time of policy renewal. When applied to an existing renewal term, the custom renewal installments will go into

Missing policy feature We updated the Add a Missing Policy feature in both the mobile and web versions. When users add an organization as the contact for the policy, they can select an existing email address or add a new one: Your Account screen updates (mobile version only) We updated the Your Account screen to make it consistent with the web version: The Contact Information section header is Phone Numbers. The Update Contact Information link is Update Phone Numbers.     Redesign of the web version The Documents link now displays in the left navigation: Select the Documents link to

Projected Release Date: August 2020 LexisNexis leveraged their Advanced Linking technology to improve their products’ Fair Credit Reporting Act (FCRA) compliance. LexisNexis enhanced the credit report results you receive when an insured experiences identity theft or a security freeze, or when the insured’s information was flagged for fraud or legal hold. Agents and underwriters will be notified if an insured’s credit report is flagged in a Warning pop-up window (Figure 1) while using the following LexisNexis integrations: C.L.U.E. Property C.L.U.E. Auto National Credit File (Credit) Data Prefill for Auto Insurance Motor Vehicle Records (MVR) Please contact your LexisNexis representative to enable

Projected release date: August 2020 Replacement cost estimation is a key component of most carriers’ underwriting process, particularly for habitational risks, such as homeowners and dwelling fire. It is used to determine how much Dwelling Coverage (typically Coverage A) is required to replace the structure in the event of a total loss. e2Value provides web-based property valuation services. BriteCore has three options for integrating with e2Value: Agents and administrators are redirected to e2Value’s website. Modal PopUp: Administrators use a dialog box to enter data and retrieve the replacement cost. Transparent Inline: Agents input the coverage data and receive the replacement cost

Two new buttons—Open All and Collapse All—are now available in the Policy Builder rating table. When you select these buttons, you can expand or collapse all section arrows at once.

Banks frequently buy and sell blocks of loans. The mortgagee may change from the mortgagee on the effective date of a policy to the mortgagee on the date of loss for a claim to the mortgagee when payment on a claim is made. Adjusters need to have the current mortgagee to ensure the right entity is compensated for the loss. With the Claims payments mortgagee enhancement feature, you can: Ensure the current mortgagee information is pulled into a claim. Select the current mortgagee as a payee in the Accounting screen. This feature is enabled by the pull-current-mortgagees advanced setting.  

Carriers can use the enable-non-pay-notice-moratorium advanced setting to clear all Cancellation Pending, Non-Payment of Priemium policy statuses and prevent generation of new Notices of Cancellation for non-payment of premium within a specific date range. This setting allows carriers to abide by state-mandated moratorium regulations. See Enable non-pay notice moratorium for more information.

With the new financial authority limits feature, you can establish reserve and payment limits for each claims adjuster tier level. The limits will determine the following: The Loss reserve amount each claims adjuster tier level is authorized to set. The Expense reserve amount each claims adjuster tier level is authorized to set. The Loss payment amount each claims adjuster tier level is authorized to set. The Expense payment amount each claims adjuster tier level is authorized to set. For further information, see Financial authority limits. Contact BriteCore support to discuss this solution and address your questions before requesting implementation. Exceeding

Projected release date: July 2020 The advanced settings auto-submit-sweep-queue and auto-submit-sweep-grace-period are combining to form one customizable advanced setting: auto-submit-sweep-queue.     With the improved advanced setting, you can enable automatic submissions of payments without selecting Submit, and you can enable a grace period before automatic submissions are submitted. When you enable a grace period, type the number that indicates the number of business days (Monday – Friday) for the grace period. To enable auto-submit-sweep-queue with no grace period, change the setting values to: {“enabled”: true, “grace_period”: 0} To enable auto-submit-sweep-queue with a grace period, change the setting values to:

Projected Release Date: July 2020 BriteCore is updating the Accounts Receivable screen to provide you with easily accessible resources, less scroll time, and tabbed organization. Features of the new Accounts Receivable screen: A stationary header at the top of the screen. Wherever you are on the screen, you will see the header. Prominent view of Policy Status and Policy Term in the header. Divided and organized into two tabs to reduce scrolling: Billing Overview Billing Setup Billing Overview The Billing Overview screen has three sections: Policy Details, Balance Details, and Account History. The Policy Details section displays important policy information, such

Projected Release Date: July 2020 BriteCore will allow users to 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. This feature will: Add the Invoice Due Date option on the Billing Setup screen. When a specific date of the month is selected, BriteCore will regenerate future invoices with the new due date. Note: The new due date may change the bill date or issue date for future invoices.   Usage considerations If the new due

During line item setup in the Document(s) section, users can set policy forms to attach to a policy when a specific type of mortgagee is added to the policy.