Release notes

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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.

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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.

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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.

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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.

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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.

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Stripe destination account

BriteCore clients using Stripe can now use the Stripe Connect Platform Account, allowing them to have a centralized list of customers and leverage the destination charges feature to transfer charges to connected accounts.

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Check for potential duplicate claims

BriteCore now provides logic to prevent duplicate claim entry in the Agent portal. Previously, duplicate claims could be created if a policyholder reported a claim through BriteApps and an agent created a claim for the same loss. With the Potential Duplicate Claim feature, when a potential duplicate claim is entered, the Potential Duplicate Claim dialog box will display this warning message: Please check to see if the loss you’re attempting to report is a duplicate of one of these previously reported claims.

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Underwriting rules: Property to Policy Wide scope

In Classic Rules clients, you can create underwriting rules with the trigger in the Property section and the effect in the Policy Wide section of the quote. When you create rules with this new scope, they’re applied to the underwriter enforcer (automatic renewals), the admin builder, and both versions of the quoting wizard.

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E2Value XML/Modal

Replacement cost estimation is a key component of most carriers’ underwriting process, particularly for habitational risks, such as homeowners and dwelling fire. It’s used to determine how much dwelling coverage (typically Coverage A) is required to fully replace the structure in the event of a total loss. e2Value provides web-based property valuation services.

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Credit Tier Ranks

Currently, the credit score in the builder is a combined credit score relying on the Multiple Credit Scores setting. Since No Hit and No Score are non-numeric, you can’t use them when combining any of the stored tiers. In such cases, the system would automatically use the default credit score, which is numeric. You can find the default credit score in Vendor settings.

We established logic to differentiate between the No Hit and No Score factors because, in some rating schemes, they use a factor not used on any numeric credit score, which leads to an incorrect rating when using the default score.

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New BriteApps features

The Policyholder portal includes a new setting to display a View Declaration link. The Provider Administrator portal has updated columns and graphs in the Enrolled Users and Charts and Graphs dashboards. BriteCore has a new variable with the keyword {portal_code} to include in deliverables.

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Stripe payment processing integration

Stripe is a third-party payment processing vendor that is now available as a payment processing option in BriteCore. With Stripe, you can add customer profiles; add/update payment methods; process one-time payments; start/stop automatic payments; and delete, void, or reverse payments.

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Don’t allow null notes

BriteCore has implemented changes to prevent users from adding blank or null notes to the Notes list. When you add a note in any BriteCore module, it must have a title and you must select Add Note.

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