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.