Setting sections

Advanced settings documentation

Search for a setting
Generic filters

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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

Read More »

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

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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

Read More »

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.

Read More »

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

Read More »

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.

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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.

Read More »

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.

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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.

Read More »

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.

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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 commission reports that: Summarize an

Read More »

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

Read More »

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

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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).

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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

Read More »

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.

Read More »

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

Read More »

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.

Read More »

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.

Read More »

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).

Read More »

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.

Read More »

vendors