IWS Release Notes - October 2013

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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.

October 31, 2013

Restricting e2Value Lookups to Applications Only

A new setting option has been added to BriteCore that allows carriers who are integrated with e2Value to restrict e2Value lookups to applications only. When this option is selected, the Go to e2Value button is removed from the BriteQuote interface when the Policy is a Quote and shown when the Policy is an Application.

In order to enforce this rule and ensure lookups are not performed on quotes, go to BriteCore > Settings > Modules > BriteQuote and select the checkbox next to Only allow e2Value lookups on applications.

BQ Setting e2Val Lookups.png

October 14, 2013

Editing and Reprinting Future Invoices

Per client discussion on the BriteWiki forum, we've changed the system's behavior when editing and reprinting future invoices in BriteCore.

Previously, when the Print Automatically checkbox was de-selected from the Edit and Reprint pop-up, the print states for the old and new invoices were set to 'To Be Determined' and 'Do Not Print', respectively. This caused the invoice to print with the old Due Date rather than the new date.

Starting tomorrow, the Print Automatically checkbox will no longer be displayed on the Edit and Reprint pop-up when a user updates a future invoice. Additionally, the invoice print states will default to the more expected behavior of 'Do Not Print' for the old invoice and 'To Be Determined' for the new invoice.

Note: Users can still manually edit the print state of the new invoice from within BriteCore > Policies > Individual Policy > Attachments.

Edit and Reprint.png

October 10, 2013

Negating Cancel Flat > Fee Waives

Previously in BriteCore, when a policy canceled flat, the system attempted to waive all outstanding fees––even if the fees had previously been waived by a user. This duplicate waiving resulted in an inaccurate Trailing Balance equal to the amount of the system's waive.

In order to correct this issue, the system is now adjusting all fees previously waived by users. When this occurs, you'll see a new waive entry inside the policy's Account History table that negates previously waived fees.

Negating Waives.png

October 7, 2013

New Custom Fees by Policy Tab

A new tab has been added to the Custom Fee Totals report that allows carriers to view custom fee totals by policy. The purpose of the Custom Fee Totals report is to provide users with monthly fee totals that can be passed on to the state.

When the Custom Fee Totals report is generated, users can retrieve the report file from the BriteCore > Reports > Attachments folder. The following detailed policy information is now displayed on the Custom Fee Totals by Policy tab of this report:

  • Policy Number
  • Transaction Date
  • Written (Premium)
  • Billed (Premium)
  • Advance (Premium)
  • Unpaid (Premium)

Custom Fees by Policy.png

October 7, 2013

New Setting Option for BriteQuote

We've added a new setting option to BriteCore > Settings > Modules > BriteQuote that allows carriers to control whether or not an initial payment is required at the time of application submission when an application is submitted unbound.

If the new setting option labeled Do not require initial downpayment if application is submitted unbound is selected, the system will not require the collection of payment at the time of application submission for applications being submitted unbound in BriteQuote.

Settings BQ Payment Options.png

October 3, 2013

Directing Application Emails to Underwriters

Carriers can direct application emails––per agent or agency––to specified underwriters using the new "Direct Application Activity" checkbox and open email input field in BriteCore > Contacts > Individual Contact > Notices.

Direct App Activity Box.png

When this setting is in use, each email recipient added to the open input field inside the agent or agency's contact receives email notifications when an application is first submitted by the agent/agency and when an attachment is uploaded to applications already submitted by the agent/agency.

Additional Notes

  • The "Direct Application Activity" setting differs from the global Admin Alerts setting for Application Submitted and Attachments Uploaded to Submitted Applications because it allows users to assign notifications to emails per agent/agency in Contacts rather than per activity.
  • If both notification settings are enabled in BriteCore, the option to "Direct Application Activity to Specified Email Addresses" will override the global Admin Alert––located in Settings > System Wide > Admin Alerts > Application Submitted and Attachments Uploaded to Submitted Applications.
  • If the "Direct Application Activity" setting is not in use for a particular contact, the system will default to sending notifications to the global assignment––email recipients listed in Settings > Admin Alerts.
  • The "Direct Application Activity to Specified Email Addresses setting" shows on Agent and Agency contacts regardless of which contact you attach to policies inside Settings > Modules > Policies > Contacts.
  • Email notifications are only sent once the application is submitted. Emails are not sent when attachments are uploaded if the application is unsubmitted.

Additional Resources

This feature was sponsored in BriteIdeas. Below are links to the funded change request and software requirement specifications.