Release notes
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.
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.
Don’t allow PO Box as risk address
With the feature Don’t allow PO Box as risk address, you can’t add a PO box as a risk address or change a risk address to a PO box.
Updates to the Policyholder and Provider Administrator portals and web redesign
Latest release notes for BriteApps.
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.
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.
Google Maps and SmartyStreets integrations
Currently, BriteSuite isn’t integrated with geocoding services. To change that, we have added two new vendor integration services: GoogleMaps and SmartyStreets.
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.
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.
Turn off Protection Class lookup at renewal
Currently, the fire protection class lookup is based only on whether or not the vendor is enabled. We created an advanced setting that allows you to turn off Protection Class calls at renewal.
BriteApps: Web version redesign and Provider Administrator and Policyholder portal updates
BriteApps: Web version redesign and Provider Administrator and Policyholder Portal updates.
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.
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.
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.
Willis Towers Watson/e2Value – Structure Insurance Score
The Willis Towers Watson’s Structure Insurance Score (SIS) integration provides a series of insurance scores. Administrators and agents who write homeowners insurance can use this integration to determine the score of an insured structure.
BriteApps: Payments redesign and Provider Administrator portal updates
Latest BriteApps release notes on Payments redesign and Provider Administrator portal dashboard updates.
Changes to due dates, non-pay notices, and cancellation dates
The Changes to due dates, non-pay notices, and cancellation dates feature consists of changing the core functionalities of non-pay notification and calculation of cancellation dates and creating the advanced setting, offset-invoice-dates-for-non-business-days.
Stripe – Completion of payments
The Stripe integration now captures the successful and failed payments and shows the correct Payment Status in the BriteCore UI.
BriteApps: Track E-Delivery document viewing
Updates include new features in the E-Delivery dashboard and redesigned Payments functionality for the web version of BriteApps.
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.