Setting sections

Advanced settings documentation

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address_accuracy

admin-alerts

Agent claim submitted

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

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Agent submission email body

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

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Application submitted

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 Agent portal.

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Attachments uploaded

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.

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Bound application admin notification

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.

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Claim submitted

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

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.

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Declined payment mail

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 batch processing. Agents can then notify the policyholder of the declined payment.

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Default tester email

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.

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Effective date active

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.

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Email on create

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 created for or assigned to a contact by the client user.

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Failed check exports

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 ready to be issued but haven’t been exported to a general ledger like QuickBooks.

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Failed email transmission

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 recipient.

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If duplicate payment

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.

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Limit threshold met

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 either the Administrative or Agent portals.

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Login updates

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.

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Loss report uploaded

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 a claim’s Information tab.

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Mail deposit receipt

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

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Override admin email

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

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Password lockouts

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 to too many invalid password login attempts.

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Policy change submitted

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 the Agent portal.

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Processing errors

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.

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Public payment

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

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

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Reinsurance per risk XL

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 monitored for reinsurance purposes.

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agent-permissions

agent-portal-chat

anti-terrorism-reference

attachments

billing

Days in credit

Administrators can define the number of days a credit remains on a policy until it is automatically moved to the Return Premium Queue by enabling the days_in_credit advanced setting.

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Enable non-pay notice moratorium

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.

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britecore

britequote

Allow deliverables creation

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.

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Delay assigning policy number

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.

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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

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Use unbound options

The use-unbound-options advanced setting can be used to display multiple unbound options on the Submit screen of an application/quote in the Quote wizard.

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calendar

claims

Agent claim process email body

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.

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Enable upload documents fnol

With the enable-upload-documents-fnol advanced setting, you can choose to enable the user’s ability to upload documents while creating a first notice of loss (FNOL) in the Agent portal.

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Enable upload photos fnol

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 the Agent portal.

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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

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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

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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

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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.

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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

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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

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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

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Address country list

With the 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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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

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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

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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

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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

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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

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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

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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

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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.

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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

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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

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custom-xls-reports

daycron

Auto renewal

By default, policies renew automatically in daycron based on a client’s renewal timeline configuration. With the advanced setting, auto_renewal, you can disable auto-renewals in daycron.

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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

Cancel invoice bill for

The cancel_invoice_bill_for advanced setting allows you to configure the type of premium you want the Cancellation Billing Statement to bill for: adjusted, earned, or unearned. 

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demo_lines

demo_p_types

ec2-variable-new_acc_conv

email

find_dropped_non_rates

geography

global

google

item_transactions

legacy

lines

Max year for age categories

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.

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login

misc

Enabled gen 3 modules

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).

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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 agents to make agency payments

With the advanced setting allow-agents-to-make-agency-payments, clients can enable all agents associated with an agency to make payments using the agency’s sweep account, whether or not an agency is listed as an agent’s primary agency. 

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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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Process payment at bind

With the advanced setting process-payment-at-bind, you can choose whether to require an initial payment during the quoting process before a policy can be bound and issued.

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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.

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Nightly processing

With the Policies advanced setting nightly-processing you can choose to manually or automatically process InsVista files and deliverables located in Policies > Processing

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Redirect to wizard policy status

With the advanced setting redirect-to-wizard-policy-status you can designate the policy status(es) that will redirect the user to the policy wizard when the user selects a policy from the Policy Search screen.

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Risk default naming

With the risk_default_naming advanced setting, clients can choose if the name of the risk will default to Property or Location on the Risks tab of the quote wizard.

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Show previous credits and debits

A setting allows staff (Provider Administrator portal) and agents (Agent portal) to view a previous term’s credit or debit in the Account History table of a policy’s Accounts Receivable screen.

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Void refund payments

With the void_refund_payments advanced setting, you can display or hide the Void button on return premium entries in the Account History table on the Accounts Receivable screen.

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premium_records

printing

rate_and_save

refunds

reports

Show change of address all invoices

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). 

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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