Advanced settings documentation
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 document or image to a submitted application, quote, or policy through the Agent portal.
With the bound-application-admin-notification advanced setting in the admin-alerts section, carriers can send separate notifications for processing bound applications. Carriers that use a separate workflow to process bound policy applications can use these alerts to notify the proper individuals or teams.
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 list of renewals, cancellations, recommits, auto payments, nonpays, and cancel pending/nonrenewal printed in daycron.
With the default_tester_email advanced setting in the admin-alerts section, an administrator can set the default email address to which BriteCore will send emails and alerts. This setting affects test site behavior only; test sites don’t typically send emails or alerts.
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 may be in the future at the time of creation, so identifying recipients for this setting will alert the proper staff when a new line of business or a change to an existing line of business goes into effect.
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 or when users’ login information is updated in the Contacts module of the Provider Administrator portal.
Administrators can enable the days-to-delay-printing-auto-rp-deliverable advanced setting to delay printing the Return Premium Notice by a defined number of business days.
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 of Cancellation for non-payment of premium within a specific date range.
With the allow-deliverables-creation advanced setting in the Agent Portal section, agents can create and print the Insured Scoring Notification prior to submitting the application through Create Custom Deliverable, which populates in the application’s Attachments tab.
In BriteCore, when an application is submitted, it’s immediately issued a policy number. This setting avoids assigning policy numbers until the application has been made an active policy. BriteCore will distinguish, via number format, between an application/quote and active policy.
With the agent-claim-process-email-body advanced setting, you can customize the body of the email sent to the email address(es) identified in the Agent Claim Submitted administrative alert. An email is sent to the identified email address(es) when an agent submits a claim.
When the max-year-for-age-categories advanced setting is set to endorsement, agents or administrators can select the endorsement year for age rating on endorsements prior to renewal, use the age category to report that a roof was replaced prior to renewal, and modify the Rate and Save in Policy Builder with the current year.
When a BriteCore site uses BriteLines, BritePolicies, BriteClaims, BriteDocs, BriteRules, BriteAccess, or BriteNotes, the enabled_gen3_modules advanced setting makes those modules available upon selecting the corresponding UI icon instead of the Classic BriteCore module counterparts (if applicable).
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.
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.
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.
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.
The stp-make-detailed-note-on-failure advanced setting allows notes to be placed on the policy when an STP rule is triggered. These notes help administrators understand the reason the quote was referred for underwriting review.
With the prevent-creation-of-multiple-open-revisions-simultaneously advanced setting, you can prevent users from creating duplicate endorsements (revisions).
With the reinstate_mortgagee_billed_non_paid_renewals_on_payment advanced setting, you can allow mortgagee billed canceled policies or non-pay renewals to be reinstated as long as payment that meets the payment threshold is made within a specified amount of time.
With the advanced setting show-change-of-address-all-invoices, you can choose to include the Change of Address form on installment, equity, amended, and cancellation statements (invoices) or you can include the Change of Address form on all statement types, including initial and renewal statements (invoices).