Setting sections
Advanced settings documentation
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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
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.
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.
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.
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.
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.
Receive email copy address
With the receiveemailcopyaddress advanced setting in the admin-alerts section, administrators can choose who receives a copy of emails sent to agents and agencies.
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.
agent-permissions
agent-portal-chat
anti-terrorism-reference
attachments
Private folder upload notes
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.
billing
Credit threshold
Administrators can define the return premium threshold by enabling the credit_threshold advanced setting.
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.
Days to delay printing auto return premium deliverable
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.
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.
Generate return premium
To process return premiums automatically, administrators must first enable the generate_return_premium advanced setting.
Prevent auto move credits on expired terms
The prevent_auto_move_credits_on_expired_terms advanced setting in the billing section lets administrators require users to roll policy billing credit balances manually from an expired term forward to a new term.
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.
Default to application mode on quoting
With the advanced setting default-to-application-mode-on-quoting, users can choose to hide or display the quote/application toggle button that appears in the quote wizard (V2).
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.
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
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.
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
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.
Agent create cal on submission
Claims Purpose With the agent-create-cal-on-submission advanced setting, you can enable or disable the ability for an agent to create a
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
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
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
Automatically fill loss cause
Claims Purpose With the automatically-fill-loss-cause advanced setting, you can enable or disable the ability to automatically fill the Loss Cause
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
Call rules on reserve change
Claims Purpose With the call-rules-on-reserve-change advanced setting, you can enable financial authority limit rules that determine whether to allow or
Catastrophes location field
Claims Purpose With the catastrophes-location-field advanced setting, you can enable the Location field to appear while creating a CAT or
Catastrophes PCS code field
Claims Purpose With the catastrophes-pcs-code-field advanced setting, you can enable the PCS Code field to appear when creating a new
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
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
Claim submission detailed email
Claims Purpose With the claim-submission-detailed-email advanced setting, you can enable a more detailed version of the claim submission email to
Claim submission includes deliverables
Claims Purpose With the claim-submission-includes-deliverables advanced setting, you can indicate which deliverables you want to have attached to the claim
Claims email adjuster supervisor when added
Claims Purpose With the claims_email_adjuster_supervisor_when_added advanced setting, you can enable BriteCore to automatically email the claims adjuster and supervisor when
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
Copy files to claim attachments
Claims Purpose With the copy-files-to-claim-attachments advanced setting, you can determine the files you want to have automatically copied and added
Coverage items field visible
Claims Purpose With the coverage-items-field-visible advanced setting, you can select to display or hide the Coverage Items field while completing
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
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
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
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.
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.
Fnol configurable fields
Claims Purpose With the fnol-configurable-fields advanced setting, you can enable a new view of the File a Claim screen in
Fnol fields
Claims Purpose With the fnol-fields advanced setting, you can determine the dynamic fields that will display on the File a
Fnol like claim submission
Claims Purpose With the fnol-like-claim-submission, you can choose to submit a claim in the Provider Administrator portal in the same
Halt emails
Claims Purpose With the halt-emails advanced setting, you can choose to prevent claim activity emails from being sent. Requirements This
Historical claims
Claims Purpose With the historical-claims advanced setting, you can select to allow or deny the ability to search for historical
Limit dual masthead visibility
Claims Purpose With the limit_dual_masthead_visibility advanced setting, you can hide the This claim is a Dual Masthead claim. checkbox from
Losses paid placeholder data conversion
Claims Purpose With the losses_paid_placeholder_data_conversion advanced setting, you can designate the text you want to appear under the Losses Paid
Number engine version
With the number-engine-version advanced setting, you can select the version of claim numbering to use when generating claim numbers.
Number prefix
Claims Purpose With the number-prefix advanced setting, you can customize the prefix of your claim numbering sequence. Requirements This setting
Number suffix
Claims Purpose With the number-suffix advanced setting, you can customize the suffix at the end of the claim number sequence.
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
Payment options
Claims Purpose With the payment-options advanced setting, you can select to display additional fields while completing a claim transaction: Address
Pull current mortgagee
Claims Purpose A mortgagee may change on a policy that a claim is filed on after the date of loss
Reinsurance lae reserve visible
Claims Purpose With the reinsurance-lae-reserve-visible advanced setting, you can display the Reinsurance LAE cell in the Recovery table in the
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
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
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
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
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.
Suppress claim status adjuster email
Claims Purpose With the suppress_claim_status_adjuster_email advanced setting, you can disable the automatic emails sent to claims adjusters when the claim
Suppress claim status supervisor email
Claims Purpose With the suppress_claim_status_supervisor_email advanced setting, you can disable the automatic email that is sent to claims supervisors when
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
contacts
Active fields
Contacts Purpose With the Contacts advanced setting active-fields, you can choose specific fields to display in the New Contact dialog
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.
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
Allow agent quoting restrictions
Contacts Purpose With the Contacts advanced setting allow-agent-quoting-restrictions enabled, you can access the Configuration tab in the agent contact role.
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
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
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
Allow toggling physical office types
Contacts Purpose With the Contacts advanced setting allow-toggling-physical-office-types enabled, you can change address types in the Contacts module from a
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
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
Days to collect prior address
Contacts Purpose With the Contacts advanced setting days_to_collect_prior_address, you can select the minimum number of days before a quote or
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
Display agency group number settings in search
Contacts Purpose With the Contacts advanced setting display-agency-group-number-settings-in-search enabled, you can display the agency group number in the search results
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
Enable unique agency group number
Contacts Purpose With the Contacts advanced setting enable-unique-agency-group-number enabled, you can add a unique agency group number to a contact
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
Entity types required for credit report
Contacts Purpose With the Contacts advanced setting entity-types-required-for-credit-report, you can determine the legal entity types that will have credit reports
Geocode addresses
Contacts Purpose With the Contacts advanced setting geocode-addresses enabled, you can display latitude and longitude beneath a contact’s address in
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
Pay commission on
Contacts Purpose With the Contacts advanced setting paycommissionon, you can define if commissions are calculated from paid or written premiums.
Pay commission to
Contacts Purpose With the Contacts advanced setting paycommissionto, you can define if the commission is paid to agencies or agency
Print commission reports prefs
Contacts Purpose With the Contacts advanced setting print_commission_reports_prefs, you can select your commission report preferences. You can choose to print
Required fields
Contacts Purpose With the Contacts advanced setting required-fields, you can define which fields in BriteCore and BriteQuote are required or
Touchpoints
Contacts Purpose With the Contacts advanced setting touchpoints, you can enter touchpoints, or methods of contact, to be used in
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.
Halt payment processing
With the halt-payment-processing advanced setting enabled, you can stop Daycron payment processing functions from occurring. These functions occur overnight.
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.
Generate endorsement summary
With the generate_endorsement_summary advanced setting, you can enable or disable the automatic generation of the Endorsement Summary when an endorsement is committed.
Generate notice of underwriting cancellation
The generate-notice-of-underwriting-cancellation advanced setting triggers BriteCore to automatically generate the Notice of Cancellation deliverable when a policy is canceled with the word Underwriting appearing under Cancellation Reason.
demo_lines
demo_p_types
ec2-variable-new_acc_conv
find_dropped_non_rates
geography
global
item_transactions
legacy
lines
Age categories allow next year
Enabling the age-categories-allow-next-year advanced setting allows the age categories on policies to rate with the next effective year, reflecting manufacturers’ next-year models.
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.
login
MFA enabled
Login Purpose With the mfa-enabled advanced setting in the login section, administrators can enable multi-factor authentication, requiring users to provide their login credentials and
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).
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.
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.
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.
Allow sweep payments in billing setup
With the allow-sweep-payments-in-billing-setup advanced setting, you can enable the Agency Sweep account to display as a Payment Method option in the Billing Setup tab of the Accounts Receivable screen.
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.
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.
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.
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.
permissions
policies
Allow commit revision at old led
With the Policies advanced setting allow-commit-revision-at-old-led, you can choose to allow old lines effective date policy revisions.
Allow notes to be placed on the policy when an STP rule is triggered
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.
Append policy term suffix to quote numbers
When enabled, the append-policy-term-suffix-to-quote-numbers advanced setting adds a policy term suffix to a policy number. The suffix indicates the term of the policy, beginning with -00 and increasing incrementally.
Default contact type
With the advanced setting default-contact-type, clients can set the default contact type in the policy wizard to individual or organization.
Disable FEIN SSN for active policy
With the disable_fein_ssn_for_active_policy advanced setting, you can disable the ability to edit the FEIN/SSN once a policy is set to Active.
Display revision history ar
With the advanced setting display_revision_history_ar, you can display or hide the Show Revision History link in the Provider Administrator portal.
Display revision history ar agent
With the advanced setting display_revision_history_ar_agent, you can display or hide the Show Revision History link in the Agent portal.
Enable new policy search
With the Policies advanced setting policy-go-to, you can set access to policy at the agent or agency level.
Gen3 agent accounts receivable page
With the Billing advanced setting gen3-agent-accounts-receivable-page, you can display the new Accounts Receivable screen if this setting is enabled.
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.
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.
Policy go to
With the Policies advanced setting policy-go-to, you can set access to policy at the agent or agency level.
Prevent creation of multiple open revisions simultaneously
With the prevent-creation-of-multiple-open-revisions-simultaneously advanced setting, you can prevent users from creating duplicate endorsements (revisions).
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.
Reinstate mortgagee billed non paid renewals on payment
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.
Remove endorsements on reinstatement
Policies Purpose When a policy is canceled, BriteCore archives endorsements with an effective date after the policy’s cancellation date. With
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.
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
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.
Show primary property
With the show-primary-property advanced setting, clients can designate a primary property on a multi-property policy.
Use wizard
With the Billing advanced setting use-wizard, you can use the new policy wizard in BriteCore.
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.
premium_records
printing
rate_and_save
Set default as prior protection class
ISO Protection Class lookup failures trigger a user warning that halts the rating process by having the user choose a new protection class and rate before committing the policy manually.
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).
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.