IWS Release Notes - April 2016

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April 27, 2016

Default Billing Schedule - PR3899 Users may now set a default a billing schedule. Currently BriteCore defaults to an Annual billing schedule; this change allows users to explicitly set the default billing schedule.

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Once set, the default billing schedule will appear on all newly created policies. Renewals will retain their current billing schedule.

April 25, 2016

Personal Information Fields - PR3985 You can now collect Personal Information from agents, including Social Security Number, Driver’s License Number and Date of Birth. The specific case for this change is to collect, and report against in BriteData, the agent’s Date of Birth for marketing purposes.

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