Set up the declaration

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

Sample declarations

The samples linked below are provided to offer context for this documentation.

Common components of declarations

Some components of stock deliverables are 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, they can document it once using this page. Figure 1 below provides context for the stock header framework and its components.

Figure 1: Stock declaration header.

Add a logo and signature

You can upload a custom logo and signature for your declaration. The custom logo and signature will appear on all deliverables, not only the declaration. To upload a logo and signature:

  1. Log in to the Provider Administrator portal.
  2. In the BriteCore menu, select Settings.
  3. In the Settings menu, select Deliverables.
  4. On the Deliverables screen, navigate to the Graphics section.
  5. In the Company Logo section, select Upload.
    1. In the Upload Graphic dialog box, select Choose File.
    2. Your system’s Windows Explorer/Finder application will open. Navigate to and select the desired logo file from among your files. Select Open.
    3. Select Upload.
  6. In the Signature Graphic section, select Upload.
    1. In the Upload Graphic dialog box, select Choose File.
    2. Your system’s Windows Explorer/Finder application will open. Navigate to and select the desired logo file from among your files. Select Open.
    3. Select Upload.
  7. Select Save at the top or bottom of the screen.

To view instructions on optimizing your graphics, select the magnifying glass in each section.

Add header information

You can add information to the upper-right corner of the declaration header. This information will appear on all deliverables, not only the declaration, and can include information such as the company name, address, phone number, and/or email.

Basic HTML tags are supported. Example: <font size=”12″><b>Mutual Insurance Company</b></font size>

To add header information:

  1. Log in to the Provider Administrator portal.
  2. In the BriteCore menu, select Settings.
  3. In the Settings menu, select Deliverables.
  4. On the Deliverables screen, navigate to the Header Information section.
  5. Type the information you want to appear in the header in the Line 1, Line 2, Line 3, and Line 4 boxes.
  6. Select Save at the top or 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.

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 BriteCore menu, select Settings.
  2. In the Settings menu, select Deliverables.
  3. In the Agent/Agency Display on Deliverables section, in the Display dropdown list, select Agent & Agency.

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:

  1. In the BriteCore menu, select Contacts.
  2. Use the Search box or the Filter By feature (select Agency Group from the Filter By dropdown list) to locate the applicable agency group contact.
  3. Select an applicable contact to open the Information screen, and navigate to the Notices section.
  4. Select the Display Agency Group Contact Information on the Declaration option.
  5. Select Save at the bottom of the screen.
  6. Repeat steps 1-5 for each agency group contact you want to enable the setting for. You can select Back to List on the Information screen to return to your search results.

Display 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. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Deliverables.
  3. In the Options section, select Add Primary Insured’s phone number to all Deliverable copies.
  4. 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 enable:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Deliverables.
  3. In the Options section, select Add Primary Insured’s mailing address to all Deliverable copies.
  4. Select Save at the top or bottom of the screen.

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. Previously, coverage limits of $0 were displayed as ***.

  1. Log in as an Administrator.
  2. In the BriteCore menu, select Settings.
  3. In the Settings menu, select Advanced.
  4. On the Advanced Settings screen, in the Search for a Setting box, type display-coverage-zero-limit, and then select Search or press Enter/Return on your keyboard.
  5. In the display-coverage-zero-limit box, select True.
  6. Navigate to policy with a $0 limit.
  7. Generate/preview the deceleration. See Figure 2 below.
Figure 2: Coverage limit displayed as a number.

Additional customizations

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. 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 Lines.

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:

  1. Log in as an Administrator.
  2. In the BriteCore menu, select Settings.
  3. In the Settings menu, select Advanced.
  4. On the Advanced Settings screen, in the Search for a Setting box, type use_only_LED_rate_item_sort_order_in_dec, and then select Search or press Enter/Return on your keyboard.
  5. In the use_only_LED_rate_item_sort_order_in_dec box, select 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. To clarify 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 won’t appear on effective date endorsements.

To enable:

  1. Log in as an Administrator.
  2. In the BriteCore menu, select Settings.
  3. In the Settings menu, select Deliverables.
  4. In the Options section, select Show Coverage Effective Date for Mid-Term added coverages on Amended Declarations.
  5. Select Save at the top or bottom of the screen.

See Figure 5 and Figure 6 below to see the effect of this setting being enabled/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.

Engineers can read PR 10428 for more information.