Set up contact fields

Use these instructions to set two advanced settings for displaying contact information during the quote process:

  • show_detailed_information_about_insureds
  • show-address-county

Users can be required to select Legal Entity Type, Date Business Started, and DBA when activated.

You can use three contact fields—Legal Entity Type, Date Business Started, and DBA—to improve the underwriting process for commercial insurance.

The Legal Entity Type field appears as a dropdown under the Role section within a contact. The Date Business Started and DBA fields appear as boxes under the Role section within a contact. All three fields also appear on the Policy Setup screen. These fields appear in both Classic BriteCore services and the Policy Wizard.

Activate the contact fields

Method 1

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Modules, and then select Contacts.
  3. Under Active Fields in BriteCore, select Legal Entity Type (for individual records), Legal Entity Type (for organization records), Date Business Started, and/or DBA.
  4. Select Save at the top or bottom of the screen.

Method 2

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Advanced.
  3. In the Search for a Setting box, type active-fields, and then press Enter/Return on your keyboard or select Search.
  4. In the active-fields box, in the Setting Value box, type “legalEntityType”: true, “dateBusinessStarted”: true, and/or “doingBusinessAs”: true.

If activated, these fields are optional by default. To require these fields:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Advanced.
  3. In the Search for a Setting box, type required-fields, and then press Enter/Return on your keyboard or select Search.
  4. In the required-fields box, in the Setting Value box, type “legalEntityType”: true, “dateBusinessStarted”: true, and/or “doingBusinessAs”: true.

Legal Entity Types

The Legal Entity Type field appears as a dropdown list. To set up the options available in this dropdown list:

Method 1

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Advanced.
  3. In the Search for a Setting box, type legal-entity-types, and then press Enter/Return on your keyboard or select Search.
  4. In the legal-entity-types box, in the Setting Value box, type legal entity type options as JSON objects with a type attribute and a name attribute, such as [{“type”:”individual”,”name”:”Individual”},{“type”:”other”,”name”:”Trust”},{“type”:”other”,”name”:”Estate”}].

Method 2

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Modules, and then select Contacts.
  3. Under Legal Entity Types, add the legal entity type options as JSON objects with a type attribute and a name attribute, such as [{“type”:”individual”,”name”:”Individual”},{“type”:”other”,”name”:”Trust”},{“type”:”other”,”name”:”Estate”}].
  4. Select Save at the top or bottom of the screen.

Show detailed information about insureds

The show_detailed_information_about_insureds advanced setting allows users to display detailed information on the Policy Setup screen and the Information screen for a policy, including address, FEIN tax ID, and legal entity type (if activated).

To enable the setting:

  1. Log in as an Administrator.
  2. In the BriteCore menu, select Settings.
  3. In the Settings menu, select Advanced.
  4. In the Search for a Setting box, type show_detailed_information_about_insureds, and then press Enter/Return on your keyboard or select Search.
  5. In the show_detailed_information_about_insureds box, select True.

Show insureds’ county with the address

The show-address-county advanced setting allows users to display insureds’ county with the address on the Policy Setup screen.

To enable the setting:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Advanced.
  3. In the Search for a Setting box, type show-address-county, and then press Enter/Return on your keyboard or select Search.
  4. In the show-address-county box, select True.