IWS Release Notes - September 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.

September 30, 2013

New Setting Removes Wording From Printed Quotes

We've added a new setting to BriteCore that allows carriers to remove the phrase "No answer provided" from all printed quoting applications. This means agents can use the paper application to obtain signatures and answers to supplemental questions on visits outside of the office. To remove this phrase from your applications, go to BriteCore > Settings > Modules > BriteQuote and click the checkbox next to Remove "No Answer Provided" from Application.

BQ Setting No Answer Provided.png

Once this setting is enabled, your policy applications will print with blank spaces in all areas where the Underwriting Questionnaire or Underwriting Questions are not answered as opposed to displaying the "No answer provided" phrase followed by the print description.

Additional Resources



September 30, 2013

Changes to Lines > Factor Tables > Decimals

In order to make the setup of commercial and personal lines more accommodating, we've increased the number of decimal places that can be used inside of BriteCore's Factor Tables from four to eight.

For current clients, we've set all factors inside of all factor tables to the 100-millionth decimal place. Any newly definable decimal places that developed in lieu of this change were set to zero so as not to cause issues with current Lines setups or policy premiums.

Please view the examples below for more information. If you have further questions regarding this change, please contact one of our Content Analysts.

  • If the current factor inside of Client A's Lines is 100.0324, that factor will become 100.03240000.
  • If the current factor inside of Client A's Lines is 0.0987, that factor will become 0.09870000.



September 25, 2013

New! Claims by Loss or Closed Date Report

Per client request, a new claims report has been added to BriteCore that allows users to view claims by loss or closed date over a target date range.

Running the Report

Claims by Loss or Closed Date

This report can be run manually from within BriteCore > Reports > Report List > Claims. Running the report requires the input of a target date range and the selection of a Date to Search by––either the Loss Date or the Closed Date.

Viewing the Report

Once the report generates and downloading is complete, users can retrieve the Claims by Loss or Closed Date file from the BriteCore > Reports > Attachments folder. The following policy and claims information is displayed in the report:

  • Policy ID
  • Primary Named Insured
  • Claim Number
  • Loss Date
  • Loss Cause
  • Total Paid
  • Net Reserve
  • Status with Closed Date (if closed)



September 24, 2013

New System-Generated Notes in Britecore

Starting on Tuesday, September 25th, there will be three new system-generated notes active in BriteCore. These notes will appear in individual note queues anytime a BriteQuote summary or application is printed from within the Agent/Agency Portal.

Viewing the Notes

Administrators can view system-generated notes on individual policies by going to BriteCore > Policies > Individual Policy > Notes. Below is an example screenshot of the three new Notes available in BriteCore.

App Printed 1.png Quote Summary Printed.png

September 24, 2013

Item Limits Report

We've added a new report to BriteCore that displays line item limits and deductibles for all line items in all lines of business for policies inforce as of a given date. To view the location of this report, go to BriteCore > Reports > Audits > Item Limits.

Running the Item Limits Report

To run the Item Limits report in BriteCore, type a target run date into the Item Limit Report box and then click Done, see image below. Once the report has finished running, the following information will be displayed as of the target date.

Running the Item Limits Report.png
  • Policy Number
  • Line
  • Policy Type
  • Effective Date
  • Expiration Date
  • Item
  • Limit
  • Deductible



September 17, 2013

New Option to Disallow E2Value Per Agency in BriteQuote

There's a new checkbox in BriteCore > Contacts > Individual Contact > Roles that allows carriers to disable the use of E2Value per agency in BriteQuote. When selected, the Disallow E2Value option hides the E2Value button from the agency's and associated agents' view during the quoting and application process.

To enable this setting for a particular agency, go to BriteCore > Contacts > Individual Contact > Roles and click the checkbox next to Disallow E2Value.

Disallow E2Value Checkbox.png

September 12, 2013

Limited Ability to Create Custom Deliverable > Declaration

Custom Deliverable Declarations are now shown or hidden in BriteCore based on the policy status of the last policy revision. If a policy is Active or in Cancellation Pending status, users will be allowed to create declarations using the Custom Deliverable button in Policies. However, if a policy has canceled, the Declaration option will be removed from the Custom Deliverable drop-down.

The purpose of this change is to ensure deliverables aren't created in error, producing a dec that shows coverage to the agent or insured. This is particularly important when a claim is filed after a policy has been canceled.

Custom Deliverable Active.png

September 12, 2013

Added "All Offerings" to E2Value's Product URL

We've added an All Offerings option to the list of available E2Value Product URLs located in BriteCore > Settings > Vendors > E2Value. Carriers who are integrated with E2Value can use this option to send users directly to E2Value's All Offerings screen from within BriteCore and BriteQuote.

E2Value All Offerings Product URL.png

September 12, 2013

Quote/Application Toggle

Quote App Toggle.png

In order to improve the BriteQuote user experience, we've made modifications to the Agent Portal Q and A toggle icons for "Policy is a Quote" and "Policy is an Application". These modifications were driven by a BriteIdeas funded change request to make the process of changing a quote into an application more obvious and less confusing to agents. We'll be releasing these changes Thursday night for you and your agents to enjoy on Friday.

Key Modifications

  • Increased the size of the Quote “Q” and Application “A” icons in BriteQuote.
  • Added verbiage to the quote button that states “Click Icon to Start Application.”
  • Added verbiage to the application button that states "Click Icon to Toggle to Quote."



September 10, 2013

Front Text Area Added to Deliverables

We've added an open "Front Text Area" field to the following Mass Deliverables in BriteCore: Installment, Amended, and Equity billing statements. This is the same "Front Text Area" that appears on the Mass Deliverable Setup box for the Initial/Renewal Billing Statement located in BriteCore > Settings > Deliverables > edit Deliverable. The use of the "Front Text Area" in BriteCore is optional. However, it's generally helpful if you want to add additional notes or payment information to your deliverables. Information added to the "Front Text Area" box appears on the first page of the declaration, just below the Billing Summary table.



September 10, 2013

Address > County (Hard Errors Fixed)


We've addressed a few hard errors related to Address > Counties in BriteCore. Users can expect to see the following changes:

1. County Casing
We've corrected the county casing issue that caused errors in the system when county names contained more than one word (i.e., New Hanover). Prior to this fix, BriteCore was throwing system errors because the second word of the county's name was not coming across as capitalized.

2. IE Zip Value "Null"
There was an IE issue where a property's zip code value was being set to "null" when it was first created. We've corrected this issue so that zip codes render properly after a state has been selected on the policy.

3. Country > Other
We've removed all zip code validation from BriteCore for addresses that have "Other" selected as the Country. Now, when you select "Other" from the Country drop-down box, all Zip Code, County, City, and State selection boxes will become open input fields.

Note: It's possible that some international Zip Codes may not be accepted in BriteCore. Any issues related to the acceptance of international zip codes will need to be entered and addressed in a separate change request.

September 10, 2013

Removed Delayed Commission Tab

The Delayed Commission Tab has been removed from the Agent Commission Report because it doesn't accurately reflect delayed/unpaid commissions by payee for Agents/Agencies/Agency Groups who have a negative net commission balance. Carriers should use the Negative Commission Report PDFs for an accurate depiction of their delayed/unpaid commissions.

September 10, 2013

To Be Released Thursday: Quote/Application Toggle

Quote App Toggle.png

In order to improve the BriteQuote user experience, we've made modifications to the Agent Portal Q and A toggle icons for "Policy is a Quote" and "Policy is an Application". These modifications were driven by a BriteIdeas funded change request to make the process of changing a quote into an application more obvious and less confusing to agents. We'll be releasing these changes Thursday night for you and your agents to enjoy on Friday.

Key Modifications

  • Increased the size of the Quote “Q” and Application “A” icons in BriteQuote.
  • Added verbiage to the quote button that states “Click Icon to Start Application.”
  • Added verbiage to the application button that states "Click Icon to Toggle to Quote."



September 06, 2013

Canceling Policies Flat Against Initial/Renewal Invoices

IWS has recently modified BriteCore's Non-Pay > Renewals setting in the Policy Lifecycle to allow carriers to cancel initial/renewal policies flat once the invoice cancel date is reached, following the issuance of a non-pay invoice.

Modifications to the Non-Pay > Renewals setting are scheduled to go out on the night of Monday, September 9, 2013. Please review our documentation below to understand how the system's behavior will change.

Current Behavior

When the Renewals setting For new business and renewals, cancel the policy flat without issuing a non-pay against the Initial/Renewal invoice regardless of the invoice due date (i.e. even if the policy is issued late) is selected and an initial or renewal invoice is unpaid, the system cancels the unpaid policy flat, once the due date of the initial/renewal invoice is reached. A non-pay notice is not issued.

Old NonPay Renewals Checkbox.png

Modified Behavior

Starting on Tuesday, September 10th, when the Non-Pay > Renewals setting is selected and an initial or renewal invoice is unpaid, a non-pay notice will be issued. The policy will then cancel flat once the invoice cancel date is reached. This functionality holds true for both new and renewal business, regardless of the policy's commit date/issue date (i.e., even if the policy is issued late).

The Non-Pay > Renewals setting description in BriteCore has been updated to more accurately describe the system's new behavior. You can view or change this setting option by going to BriteCore > Settings > Modules > Policies > Policy Lifecycle > Non-Pay > Renewals > "For new business and renewals, cancel the policy flat against the initial/renewal billing statement regardless of the invoice due date (i.e., even if the policy is issued late)."

NonPay Renewals Checkbox2.png Additional Resources ==== Click on the following links to view more information regarding changes to the Non-Pay Renewals setting in BriteCore: