Set up printing options for Billing

Clients can configure printing options for Billing with settings.

Discontinue printing during cancellation pending

By default, BriteCore will send billing correspondence to applicable parties. A Policy Lifecycle setting allows clients to discontinue correspondence when a policy is in cancellation pending. When a policy enters cancellation pending, future documents won’t print the insured copy, email the agent copy, or notify a vendor, such as send a billing statement copy through InsVista to the mortgagee.  If the policy exits cancellation pending, any future documents will be set to print.

To enable this setting:

  1. Navigate to Settings > Modules > Policies. 
  2. Under Policy Lifecycle, select Edit. The Confirm dialog box will open with the following message:
    You are about to leave the page. Would you like to save your data before proceeding? 
  3. Select Yes
  4. On the Policy Lifecycle screen, from the Choose a State dropdown list, select the state you’re enabling this setting for. 
  5. Select one of the following options: 
    • Lifecycle Parameters Are the Same for All Business
    • Lifecycle Parameters Are Defined Per Policy Type.
      Note: If you select the Lifecycle Parameters Are Defined Per Policy Type option, you will be prompted to select the policy type that you’re enabling this setting for.
  6. On the Billing tab, navigate to Options
  7. Select Discontinue Printing During Cancellation Pending
  8. Select Save or Save and Exit.

As the timeline below illustrates, any deliverables set to Do not print between the date the policy enters and exits cancellation pending won’t be set to print once the policy exits cancellation pending.

Figure 1: When invoices should be manually printed when a policy enters cancellation pending.

Any deliverables within this period must be manually printed and mailed or emailed. To do so:

  1. Navigate to the Attachments screen of the policy.
  2. Select the appropriate folder, such as the Installment Billing Statement folder.
  3. If applicable, select the appropriately dated folder. If not applicable, continue to step 4.  
  4. Select the appropriately dated file. The file will open.
  5. Print the deliverable and mail to the insured.
  6. Email a copy to the agent.
  7. If the deliverable should go to the mortgagee, mail a copy to the mortgagee.

Mortgagee copies and printing

Clients who use customized deliverables have options when printing mortgagee-billed policies. Some clients may opt for electronic notification vendors like InsVista, and therefore require no printed document. Other clients may print the mortgagee’s copy of the billing statement but outsource the printing to a vendor like MassPrinting. The configuration of the advanced setting render-auto-assign-as-printed and the configuration of your chosen electronic notification vendor can determine if a mortgagee’s copy of the billing statement is generated. Here is a summary of the scenarios applied to billing statements that are generated in render.py: 

  • Setting disabled + Mortgagee billed + Electronic Vendor enabled = No mortgagee copy is generated
  • Setting disabled + Mortgagee billed + Electronic Vendor disabled = Mortgagee copy is generated
  • Setting enabled + Mortgagee billed + Electronic Vendor enabled = Mortgagee copy is generated and automatically set as printed

Don’t create a mortgagee copy of the billing statement in the policy’s Attachments tab

  1. Create the billing statement using render.py.
  2. Enable InsVista or another electronic vendor. 
  3. Navigate to Settings > Advanced.
  4. In the Search for a Setting box, type render-auto-assign-as-printed. Select Search or press Enter/Return on your keyboard.
  5. Change the setting to False

Create the mortgagee copy of the billing statement and print it

  1. Create the billing statement using render.py.
  2. Navigate to Settings > Advanced.
  3. In the Search for a Setting box, type render-auto-assign-as-printed. Select Search or press Enter/Return on your keyboard. 
  4. Change the setting to False
  5. Print in-house or via a vendor like Mass Printing.

Create the mortgagee copy of the billing statement but do not print it

  1. Create the billing statement using render.py.
  2. Enable InsVista or another electronic vendor.
  3. Navigate to Settings > Advanced.
  4. In the Search for a Setting box, type render-auto-assign-as-printed. Select Search or press Enter/Return on your keyboard.
  5. Change the setting to True

Print copies of billing documents only if the recipient is the Bill Whom

By default, BriteCore will generate and print invoices to applicable parties identified in Settings > Deliverables, including the designated Bill Whom, even if they’re not selected in Settings > Deliverables. See Update deliverable recipients for more information. When enabled, a setting combination sets invoices to Do Not Print when the designated recipient is not the payor. Clients may want to use this setting when the policy is mortgagee billed so that an insured copy won’t be sent.

To enable:

  1. Navigate to Settings > Advanced.
  2. In the Search for a Setting box, type render-auto-assign-as-printed. Select Search or press Enter/Return on your keyboard. 
  3. Change the setting to True.
  4. Navigate to Settings > Modules > Policies.
  5. Under Policy Lifecycle select Edit. A Confirm dialog box will open with the following message:
    You are about to leave the page. Would you like to save your data before proceeding? 
  6. Select Yes
  7. On the Policy Lifecycle screen, from the Choose a State dropdown list, select the state that you’re enabling the setting for. 
  8. Choose one of the following options: 
    • Lifecycle Parameters Are the Same for All Business
    • Lifecycle Parameters Are Defined Per Policy Type.
      Note: If you select the Lifecycle Parameters Are Defined Per Policy Type option, you will be prompted to select the policy type that you’re enabling this setting for.
  9. On the Billing tab, navigate to Options
  10. Select Only print copies of Billing Documents if the recipient is the Bill Whom.
  11. Select Save or Save and Exit.

Suppress billing notices to insureds using escrow billing

When insurance is put into escrow, the full policy premium is put into an escrow account and the policyholder’s lender pays for the monthly premium out of this account. Because the lender is making monthly payments from the escrow account, the insured may not need monthly billing deliverables. Enable the escrow-billing-auto-assign-as-printed advanced setting to suppress printing for billing deliverables when using escrow billing.

When the setting is enabled, the print state for billing deliverables for an escrow billed policy will automatically be set to Printed upon creation, and they won’t be automatically printed during normal overnight processing.

To enable the escrow-billing-auto-assign-as-printed setting:

  1. Navigate to Settings > Advanced.
  2. In the Search for a Setting box, type escrow-billing-auto-assign-as-printed. Select Search or press Enter/Return on your policy.
  3. Change the setting to True.