Setting sections
Advanced settings documentation
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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:
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
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
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
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.
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
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
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
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.
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
Prevent auto move credits on expired terms
Billing Purpose 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
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
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
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
Agent claim process email body
Claims Purpose With the agent-claim-process-email-body advanced setting, you can customize the body of the agent email sent to agents and any emails identified in the
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 Claim Acknowledgement Letter on 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 if a loss is reported
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
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
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 section with the peril attached
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
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 deny when a reserve is
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 adding a CAT to a
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 CAT or adding a CAT
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
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
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 be sent. You can also
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 submission email. Requirements This setting
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 they’re added to a claim.
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
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 to the claim’s Attachments screen.
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 the first notice of loss
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
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
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
Enable upload documents fnol
Claims Purpose 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
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
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 the Agent portal. The new
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
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 way you submit a first
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
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
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 the Options section of a
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 column in the Claims History
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
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
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
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
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
Pull current mortgagee
Claims Purpose A mortgagee may change on a policy that a claim is filed on after the date of loss (DOL) has occurred. With the
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 Overview section of a claim’s
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
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
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
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
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
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 status is changed. Requirements This
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 the claim status changes. Requirements
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
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
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.
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.
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. This setting lets you restrict
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
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
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
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 dropdown list to checkboxes. This
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
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
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 policy date by which the
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
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 while linking an agency to
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
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 with the role agency group.
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
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 pulled by entering the types
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
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
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
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
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
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
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
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.
deliverables
demo_lines
demo_p_types
ec2-variable-new_acc_conv
find_dropped_non_rates
geography
global
item_transactions
legacy
lines
Enable the age-categories-allow-next-year advanced setting
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. When the
Enable the max-year-for-age-categories advanced setting
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.
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 a special code to log
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
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 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.
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
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
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 the remove-endorsements-on-reinstatement advanced setting in
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
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.