Settings

The Settings module is the repository for all system wide, module specific, deliverable, vendor, note, and advanced settings in BriteCore.

Note: These settings are available only through the Provider Administrator portal. In the Agent portal, the Settings module provides login settings to change your username and password.

System Wide settings

Business Locations

Business Locations is where you can add or edit the states, provinces, and counties in which you do business. Properties must be matched to a business location to be allowed on a policy. Counties can be split into separate business locations.

Login Information

The Login Information settings let you control user session length, password strength, number of failed login attempts, user lockout periods, and dashboard text.

Calendar

Use BriteCore’s Calendar settings to define federal holidays, add custom holidays, and define agency business days.

Permissions

The system wide permissions control options for edit/delete privileges and creating/editing permissions for groups of users (these define access by None, Read, or Read/Write).

Administrative Alerts

Administrative Alerts controls who receives alerts for various system events, such as failed emails, password lockouts, effective dates becoming active, submitted applications and claims, processing errors, and more.

System Tags

Custom system tags allow you to create, edit, and remove your own system tags. They can be used in conjunction with BriteData to produce clean and powerful reports. Some vendors also require the use of system tags.

Module-specific settings

Contacts

Contacts settings apply to the Contacts module. Settings include options for contact pop-ups, legal entity types, active fields in BriteCore, allow/disallow duplicate SSNs, dates to remember, commission payments, commission structures, and commission reports.

Lines

The Lines settings include options for the persistent builder tool and premium rounding.

Policies

The Policies settings include options for editing the policy lifecycle, defining policy number formatting, defining terms by state and policy type, defining fees, and various accounts receivable and processing settings.

Claims

The Claims settings include options for defining claims number formatting, assigning adjusters, setting claim payment classifications, etc.

BriteQuote

BriteQuotes settings include options for payments, binding authority, terms, suspensions, dashboard text, and a number of miscellaneous related settings.

Deliverables

In addition to building custom deliverables, the Deliverables settings allow you to upload company logos and signature graphics for deliverables. There are settings to configure the appearances of various data fields and information on deliverables. You will also find settings for stock and custom mass deliverables for each of the states in which you operate.

Vendors

The Vendors settings control options for additional applications you use.

Notes

Here, you can search for any note related to updating settings or create a new note/alert.

Advanced

This section includes a wide array of settings controlling many granular facets within BriteCore. Only BriteCore associates can change these settings, as changing these without knowing what they do can lead to dire consequences.