Integrations

Integrations

Set up system tags for InsVista

BriteCore uses system tags to determine which policy changes need to be reported to InsVista. You may need to set up the InsVista Coverage Description, Primary Coverage (Coverage A), and Deductible tags.

Set up the InsVista Coverage Description tag

  1. Select Settings.
  2. Select System Wide.
  3. Select System Tags.
  4. From the Select a Tag dropdown list, select InsVista Coverage Description.
  5. From the Select an Effective Date dropdown list, select the effective date.
  6. Select Tag New Items.
  7. In the NAMED box, you can search for policy types or leave the box empty.
  8. Select the magnifying glass.
  9. Tag applicable policy types as shown in Table 1.
  10. Select Done.

Table 1: Policy coverage tags for InsVista.

Policy coverageTag
ContractorsCNT
FireDFIRE
EarthquakeEQKP
FloodFLOOD
HomeHOME
ApartmentPPART
CondominiumPPCHO
ChurchPPCHR
Mobile homePPMBH
Rental dwelling to othersRDP
Rental condo unit ownerRCUP
Farm ranch ownersFARM
Boat ownersBOAT
Other commercialCOTHER
Business ownersBOP
Personal articlesPAP
Personal liability umbrellaPLU

Set up the Primary Coverage (Coverage A) tag

BriteCore uses the Primary Coverage (Coverage A) tag to report the correct limit to InsVista. If no coverages are tagged as Primary Coverage (Coverage A), BriteCore will search for coverages named Coverage A. If there are no coverages named Coverage A, BriteCore will report the aggregate of all coverage limits on the policy.

To set up the Primary Coverage (Coverage A) tag:

  1. Select Settings.
  2. Select System Wide.
  3. Select System Tags.
  4. From the Select a Tag dropdown list, select Primary Coverage (Coverage A).
  5. From the Select an Effective Date dropdown list, select the effective date.
  6. Select Tag New Items.
  7. In the NAMED box, you can search for line items or leave the box empty.
  8. Select the magnifying glass.
  9. In the box to the right of applicable line items, type PrimaryCoverage (no space).
  10. Select Done.

Set up the Deductible tag

Note: You only need to set up the Deductible tag if your deductible is build as a category in the Lines module. You also only need to tag applicable line items that weren’t already tagged with PrimaryCoverage.

  1. Select Settings.
  2. Select System Wide.
  3. Select System Tags.
  4. From the Select a Tag dropdown list, select Deductible.
  5. From the Select an Effective Date dropdown list, select the effective date.
  6. Select Tag New Items.
  7. From the Tag Level dropdown list, select Line Items.
  8. In the NAMED box, you can search for line items or leave the box empty.
  9. Select the magnifying glass.
  10. In the box to the right of applicable line items, type primary.
  11. From the Tag Level dropdown list, select Line Item Categories.
  12. In the NAMED box, you can search for line item categories that contain the deductible or leave the box empty.
  13. Select the magnifying glass.
  14. In the box to the right of applicable line item categories, type the deductible value. For example, if the deductible is $500, type 500.
  15. Select Done.