Set up the stock declaration

Clients can use BriteCore’s stock declaration or build a custom declaration. To set up a custom declaration, see Set up the custom declaration. If you choose to use the stock declaration, continue reading to learn how to customize the stock declaration.

With customization, stock declarations can be designed to meet your needs. See the following examples of customized stock declarations:

Some components of the stock declaration are used across all stock deliverables, such as the client’s logo and signature. Since these components are used across deliverables, BriteCore provides client’s the ability to upload graphics once, such as their logo and signature, and then the system will apply these graphics to each stock deliverable.

Figure 1: Stock declaration header.

Add common deliverable components

Custom logo and custom signature

To upload a custom logo or custom signature:

  1. In the Provider Administrator portal, navigate to Settings > Deliverables.
  2. Navigate to the Graphics section.
  3. In the Company Logo or Signature Graphic sections, select Upload. The Upload Graphic dialog box will display.
  4. Select Choose File, and then navigate to and select the file of the logo or signature you want to upload.

    Note: The file you choose must have one of the following extensions: .jpg or .gif.

  5. Select Open or double-click the file to add it.
  6. Select Upload. If the file you select

The custom logo and signature will appear on all deliverables, not only the stock declaration. To optimize your graphics, select the magnifying glass in the Company Logo and/or Signature Graphic section(s).

Header

You can add information to the upper-right corner of the declaration header. This information will appear on all stock deliverables, and can include the company name, address, phone number, and email address.

Note: Basic HTML tags are supported when adding header information so you can customize the font of the information you’re typing.

To add header information:

  1. In the Provider Administrator portal, navigate to Settings > Deliverables.
  2. Navigate to the Header Information section.
  3. In Line 1, Line 2, Line 3, and Line 4 boxes, type the information you want to appear in the header.
  4. Select Save at the top or the bottom of the screen.

Display 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.

To display only agency contact information:

  1. In the Provider Administrator portal, navigate to Settings > Deliverables.
  2. In the Agent/Agency Display on Deliverables section, from the Display dropdown list, select Agency Only.
  3. Select Save at the top or bottom of the screen.

If agents are attached to policies, you can display both the agent and agency contact information on the declaration.

To display both agent and agency contact information on the declaration:

  1. In the Provider Administrator portal, navigate to Settings > Deliverables.
  2. In the Agent/Agency Display on Deliverables section, from the Display dropdown list, select Agent & Agency.
  3. Select Save at the top or bottom of the screen.

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 displaying agency group information:

  1. In the Provider Administrator portal, select Contacts.
  2. Locate and access the applicable agency group contact. You can use the Agency Group filter to expedite your search.
  3. On the Information screen, navigate to the Notices section.
  4. Select the Display Agency Group Contact Information on the Declaration option.
  5. Select Save at the top or bottom of the screen.
  6. Repeat steps 1–5 for each agency group contact you want to enable the setting for.

    Note: You can select Back to List on the Information screen to return to your search results.

Primary insured information

By default, only the name of 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 display the primary named insured’s phone number:

  1. In the Provider Administrator portal, navigate to Settings > Deliverables.
  2. Navigate to the Options section and select Add Primary Insured’s phone number to all Deliverable copies.
  3. Select Save at the top or bottom of the screen.

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 display the primary named insured’s address:

  1. In the Provider Administrator portal, navigate to Settings > Deliverables.
  2. Navigate to the Options section and select Add Primary Insured’s mailing address to all Deliverable copies.
  3. Select Save at the top or bottom of the screen.

Display all coverage limits as numbers

When enabled, a setting displays the coverage limit on deliverables as a number, even if that limit is $0. If this setting is disabled, a limit of $0 is displayed as ***.

  1. In the Provider Administrator portal, navigate to Settings > Advanced.
  2. In the Search for a Setting box, type display-coverage-zero-limit. Select Search or press Enter/Return on your keyboard.
  3. In the display-coverage-zero-limit box, change the setting from False to True.

When you access a policy with a $0 limit and you generate or preview the declaration, the limit will display as $0. See Figure 2 below.

Figure 2: Coverage limit displayed as a number.

Declaration-specific components

Determine line item sort order on the declaration

You can choose the sort order of line items on the declaration using the use_only_LED_rate_item_sort_order_in_dec advanced setting.

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

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

  • First, the system sorts by line item Type (such as adjustment, coverage, or calculation), which groups line items by those types.
  • Second, the system sorts the line items grouped by type by the line item’s sort order defined in Lines for each line.

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

To enable this advanced setting:

  1. In the Provider Administrator portal, navigate to Settings > Advanced.
  2. In the Search for a Setting box, type use_only_LED_rate_item_sort_order_in_dec. Select Search or press Enter/Return on your keyboard.
  3. In the use_only_LED_rate_item_sort_order_in_dec box, change the setting from False to True.

See Figure 3 and Figure 4 below to see the effect of selecting True or False for this setting.

Figure 3: Declaration with use_only_LED_rate_item_sort_order_in_dec set to False.

Figure 4: Declaration with use_only_LED_rate_item_sort_order_in_dec set to True.

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 that displays an amended date as well as the new coverage(s). To clarify when a coverage added mid-term took effect, the effective date of the coverage can also be shown on the declaration when the Show Coverage Effective Date for Mid-Term added coverages on Amended Declarations setting is enabled. 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 won’t appear on effective date endorsements.

To enable this setting:

  1. In the Provider Administrator portal, navigate to Settings > Deliverables.
  2. In the Options section, select Show Coverage Effective Date for Mid-Term added coverages on Amended Declarations.
  3. Select Save at the top or bottom of the screen.

See Figure 5 and Figure 6 below to see the effect of this setting when enabled and disabled.

Figure 5: Declaration with Show Coverage Effective Date for Mid-Term added coverages on Amended Declarations unselected.
Figure 6: Declaration with Show Coverage Effective Date for Mid-Term added coverages on Amended Declarations selected.