Setting sections

Advanced settings documentation

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address_accuracy

admin-alerts

Agent claim submitted

Admin alerts Purpose With the agentclaimsubmitted advanced setting in the admin-alerts section, administrators can choose who receives an email alert when an agent submits a claim. Requirements This setting

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Agent submission email body

Admin alerts Purpose With the agentSubmissionEMailBody advanced setting in the admin-alerts section, administrators can create a custom email notification when an agent submits an unbound application. Requirements This setting

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Application submitted

Admin alerts Purpose With the applicationsubmitted advanced setting in the admin-alerts section, administrators can assign designated recipients to receive email notifications when an agent submits an application in the

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Attachments uploaded

Admin alerts Purpose With the attachmentsuploaded advanced setting in the admin-alerts section, administrators can designate one or multiple recipients to receive an email notification when an agent uploads a

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Bound application admin notification

Admin alerts Purpose With the bound-application-admin-notification advanced setting in the admin-alerts, carriers can send separate notifications for processing bound applications. Carriers that use a separate workflow to process

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Claim submitted

Admin alerts Purpose With the claimsubmitted advanced setting in the admin-alerts section, administrators can choose who receives an email alert when someone other than an agent submits a claim.

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Daycron report

Admin alerts Purpose With the daycronreport advanced setting in the admin-alerts section, administrators can have BriteCore email the daycron report to designated administrators. The daycron report email provides a

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Declined payment mail

Admin alerts Purpose With the declined_payment_mail advanced setting in the admin-alerts section, agents can receive an email when an automatic payment on a policy they’re managing is declined during

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Effective date active

Admin alerts Purpose With the effectivedateactive advanced setting in the admin-alerts section, administrators can choose who receives an email alert when a lines effective date becomes active. These dates

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Email on create

Admin alerts Purpose With the emailOnCreate advanced setting in the admin-alerts section, administrators can set up BriteCore to send an email to a designated contact with the login credentials

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Failed check exports

Admin alerts Purpose With the failedcheckexports advanced setting in the admin-alerts section, administrators can choose who receives an email alert when return premium or claim payment checks are

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Failed email transmission

Admin alerts Purpose With the failedemailtransmission advanced setting in the admin-alerts section, administrators can choose who receives an email alert when a BriteCore-generated email fails to reach its intended

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If duplicate payment

Admin alerts Purpose With the ifduplicatepayment advanced setting in the admin-alerts section, administrators can designate agents to receive an email alert when a duplicate payment is denied. Requirements This

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Limit threshold met

Admin alerts Purpose With the limitthresholdmet advanced setting in the admin-alerts section, administrators can choose who receives an email alert when when the property limit threshold is reached in

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Login updates

Admin alerts Purpose With the loginupdates advanced setting in the admin-alerts section, administrators can choose who receives an email alert when agents update their login from the Agent portal

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Loss report uploaded

Admin alerts Purpose With the lossreportuploaded advanced setting in the admin-alerts section, administrators can choose who receives an email alert when a user uploads a file to the Reports or Photos section of

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Mail deposit receipt

Admin alerts Purpose With the maildepositreceipt advanced setting in the admin-alerts section, administrators can choose who receives an email alert when a deposit receipt is generated in one of

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Override admin email

Admin alerts Purpose With the override-admin-email advanced setting in the admin-alerts section, administrators can choose who receives an email alert when there is new business activity, such as:

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Password lockouts

Admin alerts Purpose With the passwordlockouts advanced setting in the admin-alerts section, administrators can choose who receives an email alert when a user gets locked out of BriteCore due

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Policy change submitted

Admin alerts Purpose With the policychangesubmitted advanced setting in the admin-alerts section, policy processors can have BriteCore email agents and staff when an agent submits an endorsement request from

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Processing errors

Admin alerts Purpose With the processingerrors advanced setting in the admin-alerts section, administrators can choose who receives an email alert when BriteCore encounters an error during nightly processing. Requirements

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Public payment

Admin alerts Purpose With the publicpayment advanced setting in the admin-alerts section, administrators can choose who receives an email alert containing electronic payments made on the Secure Checkout screen.

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Receive email copy

Admin alerts Purpose With the receiveemailcopy advanced setting in the admin-alerts section, administrators can add CC’ed email addresses to emails sent to agents and agencies. Requirements This setting requires

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Receive email copy address

Admin alerts Purpose With the receiveemailcopyaddress advanced setting in the admin-alerts section, administrators can choose who receives a copy of emails sent to agents and agencies. Requirements This setting

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Reinsurance per risk XL

Admin alerts Purpose With the reinsurancePerRiskXL advanced setting in the admin-alerts section, administrators can choose who receives an email alert when changes are made to a claim being

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agent-permissions

agent-portal-chat

anti-terrorism-reference

attachments

Private folder upload notes

Attachments Purpose With the private_folder_upload_notes advanced setting in the attachments section, administrators can choose to create a note when files are uploaded to private folders.

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billing

Enable non-pay notice moratorium

Billing Purpose With the enable-non-pay-notice-moratorium advanced setting in the billing section, BriteCore will clear all Cancellation Pending, Non-Payment of Premium policy statuses and won’t generate new Notices

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britecore

britequote

Allow deliverables creation

BriteQuote Purpose With the allow-deliverables-creation advanced setting in the BriteQuote section, agents can create and print the Insured Scoring Notification prior to submitting the application through Create Custom Deliverable, which populates in

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Display unbound message

BriteQuote Purpose With the display-unbound-message advanced setting in the britequote section, administrators can create a custom message that will display on the Submit tab of

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calendar

claims

Add catastrophe from fnol

Claims Purpose With the Claims advanced setting add-catastrophe-from-fnol, you can enable or disable the ability to add a catastrophe in the Agent portal while completing

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Allow cat auto assign

Claims Purpose With the allow-cat-auto-assign advanced setting, you can enable or disable the capability for CATs to be automatically assigned if a loss is reported

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Auto assign date assigned

Claims Purpose With the auto-assign-date-assigned advanced setting, you can enable or disable the system’s ability to automatically assign the claim’s creation date as the date

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Auto assign date reported

Claims Purpose With the auto-assign-date-reported advanced setting, you can enable or disable the ability to automatically assign the claim’s creation date as the date the

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Call rules on payment made

Claims Purpose With the call-rules-on-payment-made advanced setting, you can enable financial authority limit rules that allow or deny a payment when it is made, depending

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Claim custom status

Claims Purpose With the claim-custom-status advanced setting, you can add your own company’s claim status codes in BriteCore by typing the status(es) inside quotation marks

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Claim private subfolders

Claims Purpose With the claim_private_subfolders advanced setting, you can create subfolders within the Private folder of a new claim. Requirements This setting requires typing the

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Claims header type

Claims Purpose With the claims-header-type advanced setting, you can select either Claim Type or Policy Type to appear in the claim header beneath the claim

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Default user notes claims

Claims Purpose With the default-user-notes-claims advanced setting, you can choose to change the default view of the Notes screen to show only user-generated notes. Requirements

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Disable notes edit in

Claims Purpose With the disable-notes-edit-in advanced setting, you can disable the ability to edit a user-generated note after a specified period of time. Requirements This

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Display reports label

Claims Purpose With the advanced setting display-reports-label advanced setting, you can select to display the Reports title in the reports section. Requirements This setting requires

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Enable upload photos fnol

Claims Purpose With the enable-upload-photos-fnol advanced setting, you can choose to allow users to upload photos while creating the first notice of loss (FNOL) in

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Fnol fields

Claims Purpose With the fnol-fields advanced setting, you can determine the dynamic fields that will display on the File a Claim screen in the Agent

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Halt emails

Claims Purpose With the halt-emails advanced setting, you can choose to prevent claim activity emails from being sent. Requirements This setting requires a True or

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Historical claims

Claims Purpose With the historical-claims advanced setting, you can select to allow or deny the ability to search for historical claims and display or hide

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Number engine version

Claims Purpose With the number-engine-version advanced setting, you can select the version of claim numbering to use when generating claim numbers. Version 1 (v1) is

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Number prefix

Claims Purpose With the number-prefix advanced setting, you can customize the prefix of your claim numbering sequence. Requirements This setting requires you to type alphanumeric

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Number suffix

Claims Purpose With the number-suffix advanced setting, you can customize the suffix at the end of the claim number sequence. The claim number suffix restarts

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Payment check counter

Claims Purpose With the payment-check-counter advanced setting, you can set the beginning check number that will be assigned when you have a check to export

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Payment options

Claims Purpose With the payment-options advanced setting, you can select to display additional fields while completing a claim transaction: Address and Memo. You can also

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Require claim addtl info

Claims Purpose With the require-claim-addtl-info advanced setting, you can require that the Additional Information section on the File a Claim screen is completed when an

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Restrict loss date scope

Claims Purpose With the restrict-loss-date-scope advanced setting, you can choose to restrict the loss date to occur within the policy term for non-renewals. When you

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Rules api url

Claims Purpose With the rules-api-url advanced setting, you can enable the API URL that stores the rules on which calls are made to implement financial

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Show public adjuster

Claims Purpose With the show-public-adjuster advanced setting, you can select to show the Public Adjuster field on the Contacts screen of a claim, near the

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Submitted claim status

Claims Purpose With the submitted-claim-status advanced setting, you can set the status that will appear when a claim is submitted. Requirements This setting requires you

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Unsubmitted claims search

Claims Purpose With the unsubmitted_claims_search advanced setting, you can choose to display the Pending, Unsubmitted option in the Filter By dropdown list on the Claims

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contacts

Active fields

Contacts Purpose With the Contacts advanced setting active-fields, you can choose specific fields to display in the New Contact dialog box, so you can collect

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Address country list

Contacts Purpose With the Contacts advanced setting address-country-list, you can modify the list of countries that populate the Country dropdown list when adding an address.

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Agency quoting default allow

Contacts Purpose With the Contacts advanced setting agency-quoting-default-allow, you can determine whether agents can or can’t quote new business locations or policy types by default.

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Allow duplicate fein

Contacts Purpose With the Contacts advanced setting allow-duplicate-fein, you can protect from quoting against duplicate contacts by checking for duplicate FEIN/Tax IDs while adding a

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Allow duplicate ssn

Contacts Purpose With the Contacts advanced setting allow-duplicate-ssn, you can allow agents and agencies to enter duplicate SSNs without being prompted to choose an existing

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Allow toggling contact type

Contacts Purpose With the Contacts advanced setting allow-toggling-contact-type, you can easily correct contact type input mistakes for an existing contact in the Contacts module without

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Auto fetch credit score

Contacts Purpose With the Contacts advanced setting auto-fetch-credit-score advanced setting enabled, you can automatically pull credit reports. When you make changes to the named insured’s

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Days credit report valid

Contacts Purpose With the Contacts advanced setting days-credit-report-valid, you can determine the number of days a credit report is valid by typing a positive integer

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Delay neg commission

Contacts Purpose With the Contacts advanced setting delay-neg-commission disabled, you can stop rollover of negative commission and calculate all commission activity within the month it

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Enable default agency

Contacts Purpose With the Contacts advanced setting enable_default_agency enabled, you can identify an agent’s default agency. When the agent creates a quote, the default agency

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Enable unique agency number

Contacts Purpose With the Contacts advanced setting enable-unique-agency-number enabled, you can ensure that agency numbers linked to an agency are unique to that agency. Requirements

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Geocode addresses

Contacts Purpose With the Contacts advanced setting geocode-addresses enabled, you can display latitude and longitude beneath a contact’s address in the Information tab of the

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Legal entity types

Contacts Purpose With the Contacts advanced setting legal-entity-types, you can maintain a list of legal entity types that will populate the Legal Entity Type dropdown

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Pay commission on

Contacts Purpose With the Contacts advanced setting paycommissionon, you can define if commissions are calculated from paid or written premiums. Requirements This setting requires a

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Pay commission to

Contacts Purpose With the Contacts advanced setting paycommissionto, you can define if the commission is paid to agencies or agency groups. Requirements This setting requires

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Print commission reports prefs

Contacts Purpose With the Contacts advanced setting print_commission_reports_prefs, you can toggle your commission report preferences. You can choose to print commission reports that either summarize

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Required fields

Contacts Purpose With the Contacts advanced setting required-fields, you can define which fields in BriteCore and BriteQuote are required or optional. Requirements This setting requires

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Touchpoints

Contacts Purpose With the Contacts advanced setting touchpoints, you can enter touchpoints, or methods of contact, to be used in the Dates to Remember section

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custom-xls-reports

daycron

deliverables

demo_lines

demo_p_types

ec2-variable-new_acc_conv

email

find_dropped_non_rates

geography

global

google

item_transactions

legacy

lines

login

misc

Enabled gen 3 modules

Misc Purpose When a BriteCore site uses BriteLines, BritePolicies, BriteClaims, BriteDocs, BriteRules, BriteAccess, or BriteNotes, the enabled_gen3_modules setting makes those modules available upon selecting the

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mocking

oops

payments

permissions

policies

Load property map

Policies Purpose With the load-property-map advanced setting in the Policies section, administrators can control the display of a property location map on a policy. Requirements The setting requires a True/False toggle

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Show notice email ID on policy page

Policies Purpose With the show-notice-email-id-on-policy-page advanced setting in the policies section, administrators can choose to display an email address designated specifically for application activity for

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premium_records

printing

rate_and_save

refunds

reports

vendors