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.

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.

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.

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.

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.

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.

Latest BriteApps release notes on Payments redesign and Provider Administrator portal dashboard updates.

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.

The Stripe integration now captures the successful and failed payments and shows the correct Payment Status in the BriteCore UI.

Updates include new features in the E-Delivery dashboard and redesigned Payments functionality for the web version of BriteApps.

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.

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.

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.

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.

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.

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.

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.

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.

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.