The used_in_rating field, which is now included in both minimal and full risk type states for each field, can be useful for downstream services such as BriteQuote for deciding when a quote must be re-rated.
To keep information secure, the Social Security Number (SSN) and Date of Birth columns have been removed from the Aged Accounts Receivable report.
We added underwriting rule effects functionality to the Questions screen of V2 Agent Wizard.
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.
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.
Latest release notes for BriteApps.
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.
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.