Policies Module

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The Policies module allows for easy management of the entire policy lifecycle by including access to billing, amendments, automated processing, and XML policy exporting. The policy's module in BriteCore is closely tied to the Contacts module in order to help your underwriters or policy processors complete their jobs timely and efficiently. For example, BriteCore connects written-policy information directly to your list of contacts, so the system auto-suggests contacts to you. The contact’s important information will be automatically imported from BriteCore Contacts eliminating the need to type the same address multiple times. This will allow your staff to spend less time creating a policy and more time on customer satisfaction.

Policies

Payments

Processing

Notes