Integrations

Integrations

Transaction types for InsVista

Policy changes from the previous day are compiled in the InsVista table to send to InsVista. To view the InsVista table:

  1. Select Policies.
  2. Select Processing.
  3. Beside InsVista, select the gray arrow to expand the table.

From the Unsent File dropdown list, you can select the billing (BG) or homeowner’s (HO) file. All of the transactions on the billing file are the BG transaction type. See Table 1 for the transaction types on the homeowner’s file.

Table 1: Transaction types in the InsVista homeowners (HO) file.

Transaction typeBriteCore transaction
NPPolicy created
RNPolicy renewed
Renewal status changed to renew
RTPolicy reinstated
EDPolicy rewritten
Loss payee added
Loss payee deleted
Mortgagee updated
Agent/Agency changed
Effective date changed
Premium changed
Primary insured changed
Primary insured address changed
NRPolicy expired
Renewal status changed to non-renew
CXPolicy canceled
RCPolicy set to active
CPPolicy entered Cancellation Pending for Non-Payment of Premium
Policy entered Cancellation Pending for Underwriting
CXPolicy canceled and renewed
Policy canceled and renewal status changed to renew
No account balance and policy entered Cancellation for Non-Payment of Premium
No account balance and policy entered Cancellation for Underwriting
ROThis transaction type appears if policy renews and the renewal_remind_override and suppress_confirmation_of_cancellation settings are enabled.
RRThis transaction type appears if policy cancels and the renewal_remind_override and suppress_confirmation_of_cancellation settings are enabled.