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

Halt payment processing

With the halt-payment-processing advanced setting enabled, you can stop Daycron payment processing functions from occurring. These functions occur overnight. 

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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

Agent payment amount zeroed

With the agent-payment-amount-zeroed advanced setting, you can choose to zero the Amount field when an agent is entering a sweep payment on the Schedule Sweep screen. Changing the Amount field to zero forces the agent to enter the payment amount of the sweep payment. 

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Allow pay submitted policies

When a mortgagee or title company issues payment based on a submitted application before the application becomes a committed and active policy, the payment needs to be accepted. With the allow-pay-submitted-policies advanced setting, you can allow payments to be applied to submitted policies.

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Auto submit sweep queue

By default, when an agent adds a sweep payment to the Sweep Queue, the agent must select Submit Sweep to submit the sweep payment for processing. With the auto-submit-sweep-queue advanced setting, sweep payments added to the Sweep Queue will be processed automatically in overnight processing, without requiring agents to select the Submit Sweep button. With this advanced setting, you can also choose to set a grace period, which means a certain number of days, indicated by the grace period, must pass before the sweep payment will process in overnight processing.  

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Bypass duplicate payments check

With the bypass-duplicate-payments-check advanced setting, you can allow the system to bypass the default behavior of checking for and declining duplicate electronic payments. In the event that you need to re-attempt an electronic payment due to a slow response time or system error, it can be helpful to bypass the duplicate payment check so you can accept a payment made on the same policy for the same amount within a 48-hour period. 

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Suppress billing suggestion

With the suppress-billing-suggestion advanced setting enabled, an agent can submit a full premium sweep payment on a policy that isn’t set up on an annual billing schedule, without receiving a message that suggests the agent change the billing schedule.

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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

Sweep report show all

An agent can view and print a Sweep Report that displays all sweep payments made by that agent. With the sweep-report-show-all advanced setting, an agent can view a print a Sweep Report, which displays all sweep payments submitted throughout the agency.

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vendors