8 October 2018

Display the Deductible Value and Percentage

  • Some deductibles are a percentage of coverage rather than a flat dollar amount. The display-adjustable-deductible advanced setting and Display deductible for adjustments in Declarations checkbox allow clients to display the deductible as a percentage and dollar amount on the declaration.

Billing for Unearned/Earned Premium

  • The cancel_invoice_bill_for advanced setting allows clients to determine whether the Cancellation Billing Statement shows unearned or earned premium as the Total Amount Due.
  • Setting cancel_invoice_bill_for to Earned is recommended for clients who use BriteCore's policy administration system.

Print Billing Schedule

  • Agents can print the billing schedule:
    1. Navigate to Billing
    2. Click View Schedule
    3. Click Print Schedule in the pop up window
    4. For optimal formatting, check Background graphics

Allow Payments on Submitted Applications

  • The allow_pay_submitted_policies advanced setting allows users to apply payments to submitted policies using either the lockbox or DCR screen.

Search for Policies on Claims Page

  • Users can search for a policy by policy number or insured's name when filing a claim.

1 October 2018

Disallow Users from Deleting a Contact

  • Two permission level rules enable clients to disallow users from deleting a contact from the Contacts module:
    • The britecore/contacts/removeContact permission level rule controls the ability to delete contacts from the Contacts List screen. When this permission is enabled the red X icon used to delete contacts is hidden.
    • The britecore/contacts/removeContactRole permission level rule controls the ability to delete roles from specific contacts. When this setting is enabled, Delete This Role X (found in the Role section under Contacts > Information) is hidden.

24 September 2018

Customize Sender Email

  • Emails sent from BriteCore come from admin@britecore.com. The primary-sender advanced setting allows clients to customize the sender, for example clientname@clientname.com.

Assign an Underwriter Contact from the Administrative Portal

  • Underwriter revision contacts can now be assigned via the Agent and Administrative Portals.
  • In the Administrative Portal, the field appears under Policies > Information.

Customize C.L.U.E. Filename

  • By default, BriteCore names claim data files sent to LexisNexis using the prefix clup_history_T. The clue_file_prefix advanced setting allows users to customize the filename prefix.

17 September 2018

Label Agents as Agency Administrators

  • An Agency Administrators section has been added to organization contacts, which allows clients to assign administrators to agencies.
  • Contacts assigned as agency administrators
    • Have the agent role
    • Do not have special permissions in BriteCore
    • Are designated by a system tag, Contact Administrator, which makes them easy to identify and contact
  • Within the client's office, agency administrators are responsible for assigning agents to agencies.
  • To add an agency administrator to an organization, complete the following steps:
    1. Navigate to Contacts
    2. Edit an organization or click New Organization
    3. Click Edit beside Agency Administrators
    4. Select the contacts to designate as agency administrators
    5. Click Done

Disable Revisions on Policies No Longer In-Force (Canceled)

  • The following behavior is now the BriteCore default. That is, no setting presently exists to alter the behavior.
  • When a policy is not in-force (canceled), revisions cannot be committed and endorsements cannot be processed.
  • To commit a revision on a canceled policy, the policy must be reinstated.

ISO Prefill Services

  • Prefill Services uses the 360Value API call to get data use in preliminary quoting and rate categories.
  • Prefill Services can populate several fields in the Policy Builder:
    • Exterior Wall Construction Type
    • Percent Wood Framing
    • Exterior Wall Finish
    • Foundation Type
    • Number of Full Bathrooms
    • Number of Half Bathrooms
    • Number of Bedrooms
    • Number of Stories
    • Roof Cover (Type)
    • Roof Shape
    • Use or Number of Families
    • Year Built

Insvista: Non-Renewal Change Log

  • The validate-non-renew-date-log-with-life-cycle advanced setting allows clients to send non-renewable notices to Invista according to the non-renewal configured timeline, rather than when the policy is set to non-renew.
  • For example, if a policy is set to non-renew 90 days before expiration and insureds need to be contacted 60 days prior to expiration, the non-renewable notice will be sent 60 days prior to expiration.

Additions to the Payments Received Report

  • On the Payments Per Policy tab, the Payment Made By column was added.
  • A new tab, Payments Per Payment Type, was added that groups payments by payment time, such as credit card payments.

Printing the Declaration Across Terms

  • The print-deliverable-if-propagation-crosses-term advanced setting ensures that the new renewal Declaration will print if a late term endorsement is processed after the renewal has been issued.
  • Previously, BriteCore would not print the new renewal Declaration.

Resending Missed Files

  • If OnBase fails to receive files for an extended period of time (a day or more), developers can use bin/onbase_tools.py to process files for a specific date range.

12 September 2018

Display Credit Card Fees

  • Credit card fees are now displayed on the Payment Receipt under the amount charged in the Amount column.

ISO Building Code Effectiveness Grading (BCEG)

  • When BCEG is enabled, users must input the construction year. ISO will then return a protection class and BCEG code.
  • To enable BCEG, two settings must be turned on:
    • The require-construction-year advanced setting requires the construction year field in the location/risk address model.
    • The show-bcegs-code advanced setting displays the BCEG code retrieved from ISO.

Set Up Triggerable Events

  • BriteCore stock deliverables are tied to specific events, such as issuing a policy. A new document_events database table allows clients to further define the events that trigger a deliverable.
  • Currently only the application_submission event is supported by the table, but additional events may be added in the future.

10 September 2018

Subtract Agency Commission From Invoice

  • The show_agency_commission_and_premium_separately advanced setting displays the Agency Commission under the Premium Overview column in the Accounts Receivable screen and subtracts this commission from the premium so that the invoice reflects what the insured should pay.
  • This is used when an agency on Agency Billing would like an invoice from BriteCore.

Claim Submitted Email

  • When a claim is submitted, an email is sent to agents designated in the Agent Claim Submitted field in Settings > System Wide > Administrative Alerts > Claims.
  • To email an administrator when a claim is submitted, use the Claim Submitted field in Settings > System Wide > Administrative Alerts > Claims.

Default to Prior Protection Class If Lookup Fails

  • ISO Protection Class lookup failures raise a user warning, which halts rating because a user has to choose a new protection class, rate, and commit the policy manually. When enabled, the default-pc-lookup-to-prior setting causes the protection class to default to the previous year's protection class if the ISO lookup fails.

Custom Deliverable Titles

  • The custom-deliverable-titles advanced setting allows clients to use case-specific title wording on Declarations that are triggered by specific underwriting questions.

Display Fee Premiums on the IVANS Report

  • The nxtech-fee-premium-tags advanced setting allows the premium of fee type line items to be reported for IVANS uploads.
  • By default, fee premiums are not displayed on the IVANS report.
  • To tag line items,
    1. Navigate to a fee line item within the Lines tab
    2. Click the pencil icon
    3. Select edit beside "System Tags"
  • Enter “POLFE” (case sensitive) in the NxTech AL3 Codes field
  • Click Done

Allow Payments on Submitted Policies

  • The allow-pay-submitted-policies advanced setting allows users to apply payments to submitted policies when a company issues a payment before the policy has been committed.

Intacct Vendor Location and Dimension Settings

  • A new feature allows clients to use Location ID and Intacct Dimension when enabling Intaact as a vendor.
  • Another feature allows clients to include all Named Insureds on Return Premiums and specify the word used to separate Named Insureds' names.

Disable Billing Setup for Policies No Longer In-Force (Canceled or Expired)

  • When a policy is canceled or expired, changing the billing schedule can cause the billing to calculate against earned, rather than written, premium. To prevent this issue, Billing Setup can no longer be edited on a canceled or expired policy.
  • If Billing Setup needs to be edited, the policy must be reinstated, edited, and then re-canceled.

Search by Insured Name

  • Agents can search by Insured Name in the Payments module of the Agent Portal.
  • If an insured has multiple policies, a popup will appear that requires the agent to select which policy should be paid.

Minimum Earned Premium

  • A new setting allows clients to define a minimum amount of earned premium. To set up a static minimum earned premium,
    1. Navigate to Settings > Modules > Policies
    2. Click Edit under Policy Lifecycle
    3. Click Yes in Confirmation popup window
    4. Select a State
    5. Navigate to Cancellations > Minimum Earned Premium
    6. Enter Amount Due desired
  • Users can also set up a calendar-based minimum earned premium. To enable,
    1. Navigate to Settings > Modules > Policies
    2. Click Edit under Policy Lifecycle
    3. Click Yes in Confirmation popup window
    4. Select a State
    5. Navigate to Cancellations > Minimum Percentage Collected by Calendar Date Range
    6. Click + Add Calendar
    7. Select:
      • Initial Date
      • Final Date
      • MEP Percentage
    8. Repeat steps 6 and 7 to add additional Minimum Percentage Collected by Calendar Date

3 September 2018

Hide Unlinked Rate Chain Items

  • The remove-unlinked-rate-chain-items setting allows clients to hide unlinked rate chain items from the Rate Chain Details popup that appears when a user clicks the magnifying glass icon in the Policy Builder.

Designate a Primary Property

  • The show-primary-property setting allows clients to designate a primary property on a multi-property policy in order to provide an accurate rate.

On Base Export

  • On Base as been added as a vendor under Settings > Vendors > Imaging.
  • As part of nightly processing, clients can export policy files and claims loss notices to their FTP server to use with On Base.

Improved Additional Insured Functionality

  • The additional-insured-display-address-allow-deletion setting adds the desired features of the Contact > Generic supplemental question to the Contact > Additional supplemental question. When this setting is enable and the Contact > Additional supplemental question is used:
    • Only contacts on the policy can be selected in the Builder via dropdown
    • The selected contact's address appears in Builder
    • The contact's name and address appear on the Declaration

29 August 2018

Show/Hide Supplemental Questions

  • Users can hide a supplemental question based on a trigger.
  • To enable,
    1. Navigate to Effective Date > Rules
    2. Choose a Policy Type from the dropdown menu
    3. Click + Add Rule
    4. Enter a Rule Name and Rule Description
    5. Select a Category Scope from the dropdown menu
    6. Select Add Trigger and complete necessary info:
      • Policy Type Item
      • Trigger Type
      • Label Name
      • Value
    7. Click + Add Effect
    8. Select Hide Supplemental Question from the Action dropdown menu
    9. Select a Policy Type Item and Label Name

Show Insured Date Business Started

  • The show-insured-date-business-started settings allows clients to include the business start date on the policy application to allow the insured to verify the date, differentiate between two similarly named businesses, and determine if a business complies with underwriting criteria.

Show Property Address as Insured Address

  • The show-property-address-as-insured-address allows clients to show the property address in a Worker's Compensation line.
  • In these cases, the insured's address is not the address being insured and is rarely useful.

New Rating Categories

  • The use-census-block-groups setting allows clients to import and use census block groups during rating. A census block group is a geographical unit used by the United States Census Bureau to public sample data.
  • The use-waterway-polygons setting allows clients to import and use waterway polygons during rating. Waterway polygons identify the shape of waterways.
  • Once the two above settings are enabled, complete the following steps to use census block groups and waterway polygons during rating:
    1. Navigate to Lines
    2. Click on desired Effective Date
    3. Select State
    4. Click the edit icon next to desired Policy Type
    5. Click the edit icon next to desired Line Item under Primary Exposures
    6. Click Rating
    7. Click + Add to Chain
    8. Click the dropdown menu and select Categories
    9. Expand Rate Categories
    10. Click on + Add a Category
    11. Select Census Block Group under Category Type
    12. Click Done
    13. Click Save and Exit

Compare HO to BG Files Quickly

  • The bin/compare_insvista_report_elements.py script allows engineers to compare the HO file to the BG file to identify data inconsistencies.

Specify Entity Types Required to Pull a Credit Report

  • The entity-types-required-for-credit-report setting enables clients to specify entity types for which a credit report can be pulled. Credit reports can only be pulled for the entity types that are listed in the setting. If a user attempts to pull a credit report for an entity type that is not listed, will return an error message.

Update to Legal Entity Types

  • Legal Entity Types are now entered as JSON objects with a type attributed and a name attribute.
  • To set up the options available in the Legal Entity Type dropdown menu,
    1. Navigate to Settings > Modules > Contacts
    2. Under Legal Entity Types, add the legal entity type options as JSON objects with a type attribute and a name attribute
      • Ex: [{"type":"individual","name":"Individual"},{"type":"other","name":"Trust"},{"type":"other","name":"Estate"}]

27 August 2018

Hide a Contact's Social Security Number

  • To better protect a Contact's identity, the mask-ssn-on-edit-contact setting hides all but the last four digits of a Contact's social security number (SSN) when the contact is edited in BriteQuote.
  • This setting is enabled by default.

Address Validation Using Google

  • The google-address-standardization setting allows clients to use Google to standardize addresses.
  • This setting is turned off by default.

Endorsement Summary Deliverable

  • The generate_endorsement_summary setting allows clients to generate an Endorsement Summary deliverable that displays individual changes to an endorsement. This deliverable is useful when an insured requests a change to the policy contract.
  • The Endorsement Summary is located under Deliverables > Endorsement Summary.
  • Endorsement Summaries do not print automatically.
  • To customize an Endorsement Summary,
    1. Navigate to Settings > Deliverables
    2. Search for Endorsement Summary
    3. Click the pencil icon
    4. Make desired changes
    5. Click Save

Allow Agents to Add Payment Methods

  • Changes to the restrict-agent-billing-setup and agent-available-billing-setup settings make it possible to allow agents to add credit cards and ACH accounts within the Agent Portal.

Auto Pull Credit Scores when Insured Information Changes

  • The auto-fetch-credit-score setting automatically pulls a new credit score when the following changes occur:
    • Name
    • DOB
    • SSN
    • Address

New Claim Date Labels

  • Two new labels have been added for claim dates: Litigated by Outside Counsel and Litigated by Inside Counsel.

Add Phone and Email Fields to the File a Claim Form

  • The require-claim-best-contact-phone-email setting adds two new mandatory fields to the File a Claim form in the Agent Portal: Best Contact Phone and Best Contact Email.

Restrict Quoting by State and Policy Type

  • Clients can manage the business locations and lines of business for which an agency is licensed.
  • By default, agents within an agency can write business in all configured business locations and lines of business.
  • Clients must remove unlicensed business locations and lines for each agency. Since access is granted at the agency level, all agents associated with an agency will have permission to write business in accordance with the agency’s configuration.
  • To restrict by state,
    1. Navigate to Contacts
    2. Select Agency from the Filter By dropdown menu
    3. Select an agency from the list of agencies
    4. Navigate to Configuration
    5. Click Add another state to this agency
    6. Select the state to remove or add
    7. Click Remove or Add
    8. Click Save Changes
  • To restrict by policy type,
    1. Navigate to Contacts
    2. Select Agency from the Filter By dropdown menu
    3. Select an agency from the list
    4. Navigate to Configuration in the toolbar
    5. Select the state for the agency
    6. Select the policy type from the Lines of Business
    7. Click Remove or Add
    8. Click Save Changes

Disable Editing for FEIN and SSN Fields

  • The disable_fein_ssn_for_active_policy setting locks the FEIN and SSN fields so they cannot be edited after a policy is set to active.

Require Prior Address

  • The address-type-options setting allows users to classify an address as a prior address.
  • The Purchase Date setting allows clients to require a prior address when obtaining a credit score. To enable,
    1. Navigate to Settings > Modules > Contacts
    2. In the Contact Pop-up section, check Purchase Date for BriteCore and BriteQuote
  • The days_to_collect_prior_address allows clients to specify how many days after the purchase date of a new property the insured's prior address is required.

Login Credential Notification Emails

  • When the emailOnCreate setting is enabled, Contacts receive an email with login credentials when credentials are created or assigned to them.
  • This setting is on by default.

Include All Attachments in Application Email

  • When the application-email-include-all-attachments setting is enabled, all files added to the Attachments portion of the quoting process are included in the submitted application email.

Stop Automatic Policy Renewals

  • The auto_renewal setting allows clients to determine whether or not policies renew automatically.
  • By default, this setting is turned on and policies renew by default.

Changes to Agency Billing | Documentation

  • Agency billing has been updated, and a few new features have been added. These new features allow users to exclude line items from agency billing, hide billing folders for agency billing, and cancel agency billed policies for non-payment.

20 August 2018

Change the Header on the Notice of Cancellation Non-Payment of Premium

  • The cancellation-notice-nonpayment-prem setting allows clients to change the title header of the Notice of Cancellation Non-Payment of Premium report.

Hide Loss Notice for Agents and Agencies

  • The hide-loss-notice-to-agent-agency setting allows clients to show or hide loss notices to agents and agencies.
  • When this setting is not enabled, the loss notices appear under Claims > Attachments section when they are set to the printed state.

Binding Statement

  • For companies that offer bound insurance, which is temporary coverage that is offered while the application is reviewed, a binding statement can now be added to the Policy Application.
  • BriteCore offers two options for the binding statement:
    • The statement can appear only when the application is submitted bound:
      1. Navigate to Settings > Deliverables
      2. Locate the Policy Application
      3. Click the pencil
      4. In the Front Text Area, past: <b>Binding Statement: This application was submitted bound.</b>
    • The statement can appear whether the application was submitted bound or unbound:
      1. Navigate to Settings > Deliverables
      2. Locate the Policy Application
      3. Click the pencil
      4. In the Front Text Area, past: <b>Binding Statement: This application was submitted bound {submit_bound}.</b>

Show Actual Paid to Date in Accounts Receivable

  • By default, Accounts Receivable shows Total Paid to Date, which is always a positive number. The show-actual-paid-to-date setting shows the Actual Paid to Date, which reflects negative numbers in Accounts Receivable.
  • This setting is recommended to accurately reflect the total payments for the term for the rare occasion when refunded amounts are larger than actual payments applied to a policy.

Add Additional Countries to Contacts

  • The address-country-list setting allows users to enter a non-risk address for any location in the world when creating a new contact.
  • Countries added to this setting will appear in the Country dropdown list when adding an address to a contact.

Collect Prior Address

  • The address_type_options setting allows clients to classify an address as a prior address.

Hide Print Quote Summary Button

  • The hide_print_quote_summary_button settings allows clients to hide the Print Quote Summary button and control whether or not agents can generate Quote Summaries after a policy becomes active.

Integration with ISO Motor Vehicle Report | Documentation

  • BriteCore's new integration with ISO Motor Vehicle Report allows users to pull an MVR during quoting for information on Drivers.

Display Forms as a List

  • By default, forms and endorsements display as a paragraph when printed. The show-forms-as-lists setting allows clients to display forms as a list. See image below.

Improvements to Underwriting Processes for Commercial Insurance

  • Three new contact fields, Legal Entity Type, Date Business Started, and DBA (Doing Business As), were added to improve the underwriting process for commercial insurance. Users can be required to select these fields if they have been activated.

    • The Legal Entity Type field appears as a dropdown under the Role tab within a Contact. See image below.
    • The Date Business Started and DBA fields appear as a textbox under the Role tab within a contact.
    • All three fields also appear on the policy setup page.
    • To activate these fields,
      1. Navigate to Settings > Modules > Contacts
      2. Under Active Fields in BriteCore, click the box beside Legal Entity Type, Date Business Started, and/or DBA
    • If activated, these fields are optional by default. To require these fields, contact IWS via a ticket.
    • To set up the Legal Entity Types available in the dropdown menu, contact IWS via a ticket, or complete the following steps:
      1. Navigate to Settings > Modules > Contacts
      2. Under Legal Entity Types, add the legal entity type options separated by semicolons
  • Two new settings, show_detailed_information_about_insureds and show-address-county, were added to display contact information on the policy setup page.

    • The show_detailed_information_about_insureds setting allows users to display detailed information on the Policy Setup page, including address, FEIN Tax ID, and Legal Entity Type (if activated).
    • The show-address-county setting allows users to display insureds' county with the address on the Policy Setup page.

31 July 2018

Create a Cancellation Invoice Only When a Policy Cancels with an Account Balance Due

  • When enabled, the create_cancellation_statements_with_account_balance setting ensures that cancellation invoices are only generated when a policy is fully cancelled with an account balance due.
  • By default, cancellation invoices are always generated when a policy fully cancels, whether or not there is an account balance due.
  • To enable this setting, contact IWS via a ticket.

Allow Agent to Change Billing Schedules

  • Currently, agents can update a policy's billing schedule on the Secure Checkout page and in the Payment Sweep in the Payments module of the Agent Portal.
  • Updated settings allow agents to change the billing schedule in the Accounts Receivable screen of an active policy. To enable, contact IWS via a ticket.

27 July 2018

e2Value Button for Administrative Portal

  • If e2Value is enabled, the Go to E2Value button will appear on the policy builder screen in the Administrative Portal and the Agent Portal. See image below.

Agency Quoting Restrictions

  • Clients can restrict which business locations and policy types agents can quote.
  • To determine which business locations and policy types agents can quote, complete the following steps:
    1. Navigate to Contacts
    2. Select the Agency contact
    3. Navigate to the Configuration tab
    4. Use the lists to determine which business locations and policy types agents within the agency can quote
      • The restrictions do not affect the agency, only the agents belonging to the agency.

Allow Agency Quoting by Default

  • The agency-quoting-default-allow setting allows clients to determine whether newly added business locations and policy types are restricted by default.
    • When the setting is True, new business locations and policy types are not restricted by default. The setting is set to True by default.
    • When the setting is False, new business locations and policy types are restricted by default.
  • To enable the setting, contact IWS via a ticket.

AIR Flood Zone Integration | Documentation

  • A new integration with AIR Hazard Service's Flood Zone API automatically supplies flood zone information during rating.

30 June 2018

Claim Payment Classifications | Documentation

  • Classifications can be created and added to claim payments.

Changes to Note Created when Claims Payment Exports

  • When a claims payment is exported, a note is generated. This note now includes the following information:
    • Check number
    • Check date
    • Classification
    • Pay to
    • Address
    • Memo

Batch Payments | Documentation

  • Users can process multiple payments at once using batch payments. To enable batch payments, contact IWS via a ticket.

19 June 2018

Visualize Key Metrics with New Dashboards | Documentation

Dashboards provide agents with Business Intelligence tools for interactive exploration and visualization of the their key metrics and performance indicators such as Policy Counts, Written Premium, Loss Ratio, and more.

Recently, IWS launched two new dashboards: the Agency Experience Dashboard and the Customer Service Representatives Dashboard.

Dashboards are automatically enabled for everyone; restrictions can be applied upon request via a ticket. To disable dashboards, restrict permissions for Agent or Agency roles.

Presently, this dashboard does not support Agency Group contacts. This feature will be added in the future.

Learn how to access and use the Agency Experience Dashboard and the Customer Service Representatives Dashboard.

23 May 2018

Require Users to Accept Custom Terms & Conditions on Login

  • If enabled, the enable-terms-and-conditions-popup setting requires users to accept the Terms & Conditions after entering their login credentials. The Terms & Conditions appear in a popup. If changes are made, users can be required to accept the Terms & Conditions again.
  • To enable, contact IWS via a ticket.

Create Custom Terms & Conditions Content

  • The britecore-terms-and-conditions-text setting allows users to input custom text for the Terms & Conditions.
  • To add custom Terms & Conditions content, contact IWS via a ticket, or complete the following steps:
    1. Navigate to System Wide > Login Information
    2. In the Terms & Conditions section, input the custom content
    3. Click Save
  • To require users to accept changed Terms & Conditions, edit the Terms & Conditions content, and then click Reset Terms for all users.

Display Claim Type or Policy Type in the Header of a Claim

  • The claims-header-type setting allows users to choose whether to display the claim type or the policy type in the right corner of the header of a claim. The claim type is displayed by default.
    • The first image below displays the claim type in the right corner of the header in black text.
    • The second image below displays the policy type.
  • To enable this setting, contact IWS via a ticket.
  Image 1:&nbsp; Claim Type

Image 1: Claim Type

  Image 2:&nbsp; Policy Type

Image 2: Policy Type

14 May 2018

Open Images in Preview Pane or New Tab

  • The open-images-in-preview-pane setting allows users to open images in either a preview pane or a new tab.
    • If the setting is set to True, images will open in a preview pane.
    • If the setting is set to False, images will open in a new tab.
  • To enable this setting, contact IWS via a ticket.

Run Scheduled Weekly Reports on Saturday Morning

  • Reports can be run automatically every Saturday morning.
  • To run weekly reports on Saturday morning, complete the following steps:
    1. Navigate to Reports
      • Click the BriteData tab to create a new weekly report, or
      • Select a report from Report List and click Edit Report
    2. Select Once a week (Saturday mornings) from the Run Report Automatically drop-down list

Determine the Number of Days that a Credit Report is Valid

  • The days-credit-report-valid setting allows users to determine the number of days that a credit report is considered valid for a contact.
    • If a credit report it considered valid, the Get Credit Score button will not appear next to the contact.
    • If the credit report is older and no longer considered valid, the Get Credit Score button will appear beside the contact.
    • The setting is set to 0 by default, so the Get Credit Score button will always appear by default.
  • To enable the setting, contact IWS via a ticket with the number of days you would like credit reports to remain valid.

8 May 2018

Disallow Categories in the Policy Wizard

  • A standard category can be disallowed. While quoting with the Policy Wizard, if a disallowed category value is selected, the user will be notified and prevented from proceeding.
  • To disallow a category, complete the following steps:
    1. Navigate to Lines
    2. Select an effective date, state, policy type, and line item
      • The line item must use standard rate categories.
    3. Navigate to the Rating > Rate Categories tab
    4. Select Standard as the category type
    5. Check Disallow

Use a Custom Typeface

  • The Custom Typeface setting enables clients to use a custom typeface in BriteCore.
  • To use a custom typeface, contact IWS via a ticket with information on the font you would like to use.

28 April 2018

Line Items Can Reference Every Instance of Another Line Item

  • The new instance_list attribute allows users to reference and retrieve values from every instance of another specified line item.
    • sum([i.**Variable Name** for i in items[“**Evaluation Rate Object Name**”].instance_list]) references and retrieves values from every instance of the specified Evaluation Rate Object.
    • For example, sum([i.customVar for i in items["Test Multiples"].instance_list]) adds every instance of Test Multiples and provides a sum:
PR 6425.png

24 April 2018

Category Updates Upon Renewal

  • If a category is set to NULL when a policy renews, the category will automatically update to the defaults selected for the line of business.

21 April 2018

Disable Claims in Agent Portal | Documentation

  • Claims can be disabled in the Agent Portal. In place of the module, a custom message will be displayed.