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 lockbox-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