Clients have some configuration options regarding contacts on a policy.
Agents or agencies
Clients can attach either agents or agencies to policies.
Note: Clients should contact BriteCore customer service to request this change.
To attach either agents or agencies to policies:
- In the BriteCore menu, select Settings.
- In the Settings menu, select Modules, and then select Policies.
- On the Policies screen, under Contacts, select one of the following options:
- Attach an Agent to a Policy
- Attach an Agency to a Policy
Premium finance company
Clients can track premium finance companies on policies.
To track premium finance companies on policies:
- In the BriteCore menu, select Settings.
- In the Settings menu, select Modules, and then select Policies.
- On the Policies screen, under Contacts, select Show Premium Finance Company.
Additional interests
Clients can set a definable list of interests a contact may have on a policy (e.g., additional insured, trustee or alternate payer). When a contact is added to a policy, the user may select from these options. To enable:
- In the BriteCore menu, select Settings.
- In the Settings menu, select Modules, and then select Policies.
- On the Policies screen, under Contacts, in the Suggested Interests box, type the applicable suggested interests, separated by commas.
Mortgagees
Clients can set a definable list of designations a mortgagee may have on a policy. When a mortgagee is added to a policy, the user may select from these options. To enable:
- In the BriteCore menu, select Settings.
- In the Settings menu, select Modules, and then select Policies.
- On the Policies screen, under Contacts, in the Mortgagee Types box, type the applicable types of mortgagees, separated by commas.