IWS Release Notes - July 2014

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We strive to keep our products above the industry standard so that your systems remain current and flexible. For that reason, we make continuous improvements to BriteCore's code base. We've been experimenting with a continuous release process, and we'll be shifting to this to better reflect our daily improvements. Rather than waiting for the all-clear of many items to go out in one weekly release, you'll receive continuous updates for code changes going out in the daily release. Items that require full release notes for this month can be found in this section of the BriteWiki.

July 28, 2014

Dual Masthead Claims

Funded by Alamance

A new claims setting has been added to BriteCore > Claims > Individual Claim > Information > Options that allows carriers to denote individual claims as Dual Masthead. By default, this option is disabled on all claims but can be manually selected by a user. When the option is selected, BriteCore will prevent the Dual Masthead claim from being reported to ISO APLUS and remove the claim from the MCAS report. This feature provides the framework for future reporting on Dual Masthead claims.

To denote a claim, go to Claims > Individual Claim > Information > Options and select the checkbox next to “This claim is a Dual Masthead claim.”

Dual Masthead Claim Setting.png

July 23, 2014

Line Item Tooltips Are Now More Descriptive

IWS has added information to tooltips displayed in builder for individual line items. Tooltips have always existed for line items in Builder and have displayed the name of the line item; however, now the tooltips also display the Description of the line item and the Status of the line item (if that line item is conflicted in Persistent Builder).

The Description of line items is customized in Lines > Effective Date > Policy Type > Individual Line Item > Description. The language that is saved in this location will be displayed in the tooltip for that line item.

To view the tooltip for individual line items in builder, move your mouse pointer over any line item and pause for 1-2 seconds. The tooltip will be displayed with the Name, Description, and, if applicable, Status of the line item.

Example Tooltip.png

July 23, 2014

Customizing the BriteCore Dashboard

Funded by Halifax Mutual Insurance Company

Customized messages can now be displayed directly on the BriteCore dashboard. This enhancement allows carriers to control the messaging that appears on the system’s home screen directly after a user logs in to BriteCore.

This functionality is already available for use in the BriteQuote Agent Portal and has been expanded to BriteCore in order to allow clients to further brand their sites and pass along pertinent information to users. The dashboard is a great place to post training videos, links to new procedures, company wide messages or announcements.

The Dashboards are separate and can display different messages. A default Welcome message will be displayed on BriteCore’s dashboard until it is customized by the carrier.

BriteCore Welcome Screen.png

To Customize the Dashboard

Follow the instructions below to customize the BriteCore dashboard.

  1. Login in to BriteCore and go to Settings > System Wide > Login Information > Dashboard Text.
  2. Add plain text or html to the Dashboard Text open input area. Note: This text area will accept HTML formatting which allows clients to format text, pictures, links, etc to display on the # Dashboard. For useful HTML tutorials visit [1]
  3. Save your changes.
  4. Log in to BriteCore to review the customized message.
  5. Update message board as needed.

BriteCore Dashboard Text.png

July 21, 2014

New Setting Added to BriteCore Deliverables

IWS has added a new setting to BriteCore > Settings > Deliverables > Options that allows carriers to control whether or not Supplemental Question Group Titles are displayed on Deliverables. This setting will be enabled by default in order to match the system's current behavior to show all titles on deliverables.

If you would like to disable this setting and hide Supplemental Question Group Titles from Deliverables, go to Settings > Deliverables > Options and deselect the checkbox next to "Show Supplemental Group Titles on Declarations, Quote Summaries, and Quote Applications."

Example of New Deliverables Setting Option:

Show Supp Group Titles on Deliverables.png

Example Setup of Supplemental Question Group:

Example Setup Supp Group Question Titles.png

Example Declarations Page with Setting Enabled (Default):

Example Deliverable Setting Enabled.png

Example Declarations Page with Setting Disabled:

Example Deliverable Setting Disabled.png



July 17, 2014

New! Admin Alert for DayCron Report

Funded by Halifax Mutual Insurance Company

IWS has added a new Admin Alert to Settings > System Wide > Administrative Alerts > Processing > DayCron Report. When enabled, this alert automatically emails a nightly DayCron report to specified recipients informing them of the next night’s scheduled processing.

This report will have headings for Auto-Pays, Renewals, Recommits, Cancellation Pending/Non-Renewals, Non-Pays, Cancellations, and Files to be Printed. Applicable policy numbers will be listed under each heading. If no policies exist for a certain heading, that heading will not show on the report:

  • Auto-Pays: Policies that are setup to automatically withdraw funds during the next night’s DayCron.
  • Recommits: Policies that have uncommitted renewal revisions.
  • Cancellation Pending/Non-Renewals: Policies that will go into Cancellation Pending for underwriting or will non-renew during the next night’s DayCron.
  • Non-Pays: Policies that will go into Cancellation Pending for Non-Pay during the next night’s DayCron.
  • Cancellations: Policies that will cancel during the next night’s DayCron.
  • Files to be Printed: This is a list of documents that are scheduled to print during the next night’s DayCron. Note that this list only includes deliverables scheduled for print AS OF the report run date/time (usually around 2:00am). Documents processed during the business day and after the report run will not appear in this list.

Several clients currently use this report to analyze the next day's business. Specifically with regard to non-pays and auto-pays.

Example DayCron Report.png


July 17, 2014

Enhanced Data Integrity for Contacts

IWS has added another layer of enforcement to BriteCore's contacts in order to prevent users from entering duplicate Social Security Numbers (SSN) into the system. BriteCore now warns users when a duplicate entry is attempted.


Example BriteQuote Warning Message:

BQ Warning for Duplicate SSN.png


Example BriteCore Warning Message:

BC Warning Duplicate SSN.png



July 15, 2014

Enhancements to BriteCore's Reinsurance Tracking

IWS has released three major changes to BriteCore’s Reinsurance administration that greatly increase the carriers ability to track reinsurance in the system. These changes have been thoroughly tested for accuracy and reliability and widely expand BriteCore’s reinsurance offerings to carriers:

  1. Reinsurance contract functionality is more robust.
    1. Multiple reinsurance contracts can now be attached to policy types in BriteCore. This change allows users to update their contracts on an as needed basis. To review or update a contract in BriteCore, go to Claims > Components > Reinsurance > Reinsurance Contracts.
  2. Reinsurance Claims report is more functional and descriptive.
    1. Reinsurance Claims report has been renamed Reinsurance Received/Recovered in order to better describe the contents being displayed in the report. This report displays only the claims that have an actual reinsurance recovery or reinsurance received in the date range selected.
    2. A new column titled "Reinsurance Received" has been added to this report. This column displays the amount of reinsurance received during the date range requested.
    3. The "Total Losses Paid" column has been renamed "Total Direct Losses Paid (All Time)". This column displays the sum of the losses paid by the company over the life of the claim. This does not include subrogation paid or salvage paid.
  3. Reinsurance Reserves report is more functional and descriptive.
    1. The Reinsurance Reserves report is a point-in-time report, so it displays data as of the moment the report is ran. It shows a snapshot of all claims that have reinsurance reserves set.
    2. Several new columns have been added to this report in order to make it more functional. Click here to view a list of all columns and their descriptions.



July 10, 2014

New Note Added to Policy Changes Log

Community-Wide Change Request

As part of the community-wide BriteQuote Improvements project, IWS has added a new system-generated note to BriteCore’s Policy Changes pop-up screen located in Policies > Individual Policy > Revisions > Show Change Notes.

The purpose of this note is to track when an agent has updated an address on a policy during the Quote a New Change process.


Show Change Notes Button:

Show Change Notes Button.png


Policy Changes Log (Example Note):

Address Change Note.png


Note: All policy changes can still be viewed from within BriteCore's Notes module. IWS will not be removing any system-generated records from Notes.

July 9, 2014

Added Effective Dates to Policy Search

Funded by Great Lakes Mutual Insurance IWS has improved BriteCore’s policy search functionality by adding the policy’s effective date – expiration date to the system's search results. Users have always been able to use effective dates in their search parameters; however, BriteCore did not always display effective dates – expiration dates in the results.

New Search Results:

Example.jpg Previous Search Results:

Example.jpg

July 9, 2014

Payment Method Placeholders Added to BriteQuote

Community-Wide Change Request

IWS has updated BriteQuote’s Billing tab to include a “Credit Card or ACH” block next to the Cash, Check, or Money Order option underneath the main Billing Method section. With this new enhancement in place, agents can clearly see the options to add a payment method for Credit Card or ACH Account, as well as for Cash, Check or Money Order.

This enhancement is part of the community-wide BriteQuote Improvements project requested by carriers to improve the ease of use for agents when adding an electronic payment method to BriteQuote. To view our progress on the entire project, go to BriteIdeas > BriteQuote Improvements.

Previous Billing tab:

Example.jpg

New Billing tab:

Example.jpg

Note: All functionality has remained the same and agents will not experience a difference in payment processing.



July 8, 2014

New Daily Transaction Report for NxTech

IWS has added a new Transaction Report to BriteCore for clients who report transactions to NxTech on a daily basis. This report is presented in a CSV format that can easily be viewed or edited by users and is an exact replica of the information BriteCore sends to NxTech.

The new Transaction Report will be emailed to specified recipients during nightly processing. If you would like to add recipients to this automated email, go to BriteCore > Settings > Admin Alerts and type the recipient's email address into the Month-End XLS Reports field.

NxTech Reports CSV.png

July 8, 2014

Updated Wording for BriteQuote's Submit Tab

In an effort to further clarify the Submission Details located on the Submit tab in BriteQuote, IWS has updated the wording to be more descriptive. The section previous labeled “Email Submission Confirmation To” has been renamed “Email Agent Submission Confirmation To”.

We have also updated the note that previously read, “User’s contact email will be used for confirmation email if none is provided” to display as “Agency contact email will be used for confirmation email if none is provided.”

Previous Screen:

BQ Submission Details Old.png

Updated Screen:

http://wiki.britecorepro.com/images/4/4d/BQ_Submission_Details_Updated.png

July 8, 2014

New Note Added to Policy Changes Log

As part of the community-wide BriteQuote Improvements project, IWS has added a new system-generated note to BriteCore’s Policy Changes pop-up screen located in Policies > Individual Policy > Revisions > Show Change Notes.

The purpose of this note is to track when an agent has uploaded an attachment to a policy during the Quote a New Change process. The addition of this note on the Policy Changes pop-up provides underwriters with a complete log of changes made to the policy by the agent during the Quote a New Change process.

Show Change Notes Button:

Show Change Notes Button.png


Policy Changes Log (Example):

Policy Changes Log.png


Note: All policy changes can still be viewed from within BriteCore's Notes module. IWS will not be removing any system-generated records from Notes.

July 2, 2014

Policy Type A-Plus Codes Now in Vendor Tags

Funded by IWS

IWS has made it possible for clients to customize the way Policy Types are mapped in regard to ISO A-Plus reporting. Currently, the Policy Types are hard coded in the system and not easily edited; however, after tonight’s release clients who report data to ISO A-Plus will be able to customize how each Policy Type is mapped.

IWS will automatically populate the new ISO Vendor Tag section with the current setup of mapping for each client. It is suggested that each client review the new ISO Vendor Tag section for accuracy. To review the ISO Vendor Tag section:

  1. Navigate to Settings > Vendors > Vendor Tags.
  2. Choose the appropriate effective date(s) to review.
  3. Choose ISO as the Code Source.
  4. The page will load with the standard tree view.
  5. Drop down the folders to the Policy Type level.
  6. Review the codes that are populated for each Policy Type.
  7. Update any codes that appear to be incorrect. If you have any questions about updating codes, please submit an OOPS! ticket.


Note: Point forward, IWS will use the codes that are populated at the Policy Type level to report to ISO A-Plus. If a Policy Type does not have a code, the standard ‘X’ will be reported to ISO. This change is effective immediately, so starting tomorrow when clients click to “Generate Last Month’s Report”, the report that is generated will be pulling from the new ISO Vendor Tag section.

July 2, 2014

New! Nine Month Term Option

Funded by Bremen

IWS has added a new option to BriteCore’s Terms. Starting tomorrow clients will have the ability to offer a nine month term to insureds. This new term will function the same way other term lengths currently function.

Clients can utilize the new term option in BriteCore and BriteQuote by selecting and configuring the term in Settings > Modules > Policies > Terms and in Settings > Modules > BriteQuote > Terms.


BriteCore Policy Terms:

BC Terms.png


BriteQuote Policy Terms:

BQ Terms.png

Note: Be sure to update the appropriate Billing Schedules to be available for the new nine month term.

Single Pay Edit Billing Schedule Popup.png

Additional Resources



July 2, 2014

Print List Summary Email for Agents

Funded by Farmers Mutual TN, Eastern, Madison, Panhandle, Bremen

IWS has added a new setting to BriteCore that allows clients who email documents to Agents/Agencies/Agency Groups to send a summary email that contains links to each of the recipient’s documents instead of sending an individual email for each document. These “Print List” emails will automatically be sent in the daycron processing each night for Agents/Agencies/Agency Groups who have documents to receive.

To utilize this new setting, clients will need to update the individual contacts (agents, agencies, or agency groups) in BriteCore. To do this, go to BriteCore > Contacts > Individual Contact > Notices and select the setting option titled “Send Daily ‘Print List’ Email”.

Send Daily Print List Email.png

Note: You will need to activate this setting at all appropriate levels (agent/agency/agency group). If an agent is setup to receive the new summary email but the associated agency is not, the agency will still receive individual emails for each document.


Example of an Emailed Print List:

Policy Number: 170055533
Named Insured: John Doe

  • 06-27-2014 - Notice of Cancellation Non-Payment of Premium

Policy Number: 10-2011-1270
Named Insured: Jane Doe

  • 06-27-2014 - Renewal Billing Statement
  • 07-27-2014 - Direct Debit Letter
  • 07-27-2014 - Declaration
  • 07-27-2014 - Policy Form Letter

Policy Number: 120544632
Named Insured: Johnny Doe

  • 07-27-2014 - Direct Debit Letter
  • 06-27-2014 - Renewal Billing Statement
  • 07-27-2014 - Policy Form Letter
  • 07-27-2014 - Declaration

Policy Number: 008889294
Named Insured: Janey Doe

  • 06-26-2014 - Continuation of Coverage - NonPay


Additional Resources