Set up printing options for Billing

A few settings allow clients to configure printing options for Billing.

Discontinue printing during cancellation pending

By default, BriteCore will send billing correspondence to applicable parties. A setting allows clients to discontinue correspondence when a policy is in cancellation pending. When a policy enters cancellation pending for either non-payment of premium or other reasons, future documents will neither print (insured copy), email (agent copy), nor notify a vendor (e.g., mortgagee copy via InsVista). If the policy is taken out of cancellation payment, any future documents will be set to print.

To use:

  1. Navigate to Settings > Modules > Policies > Policy Lifecycle > Billing > Options.
  2. Select the Discontinue Printing During Cancellation Pending setting.

As the timeline below illustrates, any deliverables set to Do not print between the date the policy enters and exits cancellation pending will not be set to print once the policy exits cancellation pending. Any deliverables within this period must be manually printed and mailed or emailed:

  1. Navigate to the Attachments screen of the policy.
  2. Select the appropriate folder, most likely the Installment Billing Statement folder.
  3. Select the appropriately dated folder.
  4. Select the deliverable name to access it.
  5. Print the deliverable and mail to the insured.
  6. Email a copy to the agent.
  7. In the unlikely event that the deliverable should go to the mortgagee, mail a copy to the mortgagee.
Figure 1: Display of when invoices should be manually printed when a policy enters cancellation pending.

 

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 render auto assign as printed setting supports the following cases:

Do not 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.
  3. Navigate to Settings > Advanced.
    1. Search: render auto assign as printed.
    2. Set 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.
    1. Search: render auto assign as printed.
    2. Set to False.
  3. 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.
  3. Navigate to Settings > Advanced.
    1. Search: render auto assign as printed.
    2. Set to True.

Note: The scenarios applied to Billing Statements generated in Render:

  • Setting disabled + Mortgagee billed + InsVista enabled = No mortgagee copy is generated
  • Setting disabled + Mortgagee billed + InsVista disabled = Mortgagee copy is generated
  • Setting enabled + Mortgagee billed + InsVista enabled = Mortgagee copy is generated, automatically set as “printed”

Engineers can read PRs 8463/8383 for more information.

Only print copies of billing documents 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. 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 will not be sent.

To enable:

  1. Navigate to Settings > Advanced.
  2. Search render-auto-assign-as-printed.
  3. Select True.
  4. Navigate to Settings > Modules > Policies > Edit lifecycle > Billing > Options.
  5. Check the box Only print copies of Billing Documents if the recipient is the Bill Whom.
Figure 2: View of where you can locate the Only print copies of Billing Documents if the recipient is the Bill Whom setting.

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 will not be automatically printed during normal overnight processing.

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

  1. Navigate to Settings > Advanced.
  2. Search escrow-billing-auto-assign-as-printed.
  3. Select True.