Set up the declaration

Clients can use BriteCore’s stock Declaration or build a custom Declaration. This document covers building the stock version.

Example declarations

Examples are provided first to provide context for the additional documentation.

PDF

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PDF

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PDF

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Common Components of Declarations

When using stock deliverables, there are components that will be used across all stock deliverables. As every client uses a Declaration and therefore would access that page, rather than documenting the components (logo, signature, etc.) on numerous pages, document it once using this page. The image below provides context for the stock header framework and its components.

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Logo and Signature

You can upload a custom logo and signature that will appear on the Declaration. The custom logo and signature will appear on all deliverables, not just the Declaration. To upload a logo and signature:

  1. Log in to the Administrative Portal
  2. Navigate to Settings > Deliverables > Graphics
  3. Within the Company Logo section, select Upload
    1. Select Choose File
    2. Select the desired logo file from among your files
    3. Select Upload
  4. Within the Signature Graphic section, select Upload
    1. Select Choose File
    2. Select the desired signature file from among your files
    3. Select Upload

If you need guidance optimizing your logo or signature, select the magnifying glass in each respective section as pictured below.

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Header Information

You can add information that appear in the upper-right of the Declaration. The header information will appear on all deliverables, not just the Declaration, and can include information such as the company name, address, phone number, and/or email.

Basic HTML tags are supported.

Ex: <font size=”12″><b>Mutual Insurance Company</b></font size>

Agency Information

Agent and Agency Information

  • If agencies are attached to policies in Settings > Modules > Policies > Contacts, only agency contact information can be displayed on the Declaration
  • If agents are attached to policies, the option to display both the agent and agency contact information is available
    • Select an option from Settings > Deliverables > Agent/Agency Display on Deliverables > Display

Agency and Agency Group Information

If an agency has an agency group, clients can show the agency group name and address on the Declaration with the agency name. This feature is available on an agency group by agency group basis. To enable:

  • Check the Display Group Contact Information on the Declaration setting on all applicable agency group contacts within the Contacts module

Primary Insured Information

By default, only the primary named insured appears on stock deliverables.

Clients can display the primary named insured’s phone number on all stock deliverables in the Named Insured(s) box of the deliverable header. To enable:

  1. Navigate to Settings > Deliverables > Options
  2. Check the Add Primary Insured’s phone number to all Deliverable copies setting

Clients can also display the primary named insured’s address on all stock deliverables in the Named Insured(s) box of the deliverable header. To enable:

  1. Navigate to Settings > Deliverables > Options
  2. Check the Add Primary Insured’s mailing address to all Deliverable copies setting

Display Coverage Limit on Declaration

When enabled, a setting that displays the coverage limit on deliverables as a number, even if that limit is $0 (zero). Previously, coverage limits of zero were displayed as ***.

  1. Log in as an Administrator
  2. Navigate to Settings > Advanced
  3. Search: display-coverage-zero-limit
  4. Set to True
  5. Navigate to policy with a zero limit
  6. Generate/preview the deceleration

Ex: Coverage Limit Displayed as a Number

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Additional Customizations

Determine Line Item Sort Order on the Declaration

You can choose the sort order of line items on the Declaration via the use_only_LED_rate_item_sort_order_in_dec setting.

Note: This setting only applies to the Optional Items section of the Declaration.

By default, the setting is set to False. When set to False, BriteCore sorts the items in the declaration twice.

  • First, the system sorts by Line Item Type (Adjustment, Coverage, Calculation, etc.), which will group them by those types.
  • After Line Items are grouped by type, the system sorts them by the line item’s sort order defined for each specific line in the Lines area.

When the setting is set to True, the system ignores the first sorting step and only sorts items by the sort order defined in the Lines.

To enable:

  1. Log in as an Administrator
  2. Navigate to Settings > Advanced
  3. Search use_only_LED_rate_item_sort_order_in_dec
  4. Set to True

Ex: Set to False

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Ex: Set to True

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Show Coverage Effective Date of Mid-Term Endorsements

Coverages can be added, mid-term, to an existing policy through endorsement. When this occurs, BriteCore will generate an Amended Declaration displaying an Amended Date as well as the new coverage. To provide clarity of when a coverage added mid-term took effect, the effective date of the coverage can also be shown on the Declaration via the Show Coverage Effective Date for Mid-Term added coverages on Amended Declarations setting. When the setting is enabled BriteCore will show the new coverage(s) and its effective date on the coverage listing and under the rating information section.

Note: The amended date will not appear on effective date endorsements.

To enable:

  1. Log in as an Administrator
  2. Navigate to Settings > Deliverables > Options
  3. Select a State
  4. Check the box next to Show Coverage Effective Date for Mid-Term added coverages on Amended Declarations

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  1. Select Save

Ex: With the Setting Unchecked

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Ex: With the Setting Checked

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Engineers can read PR 10428 for more information.