Britecon2016 - Intro
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Yearly Recap of the Progress at BriteCore.
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Britecon2016 - Intro
- 1. http://www.hotelvandivort.com/gallery/ Hotel Vandivort | Springfield, MO BriteCon2016 8th Annual Users Conference
- 2. Phil Reynolds Co-Founder and CEO
- 5. #britecon2016 Coffee Ethic is set up just outside.
- 6. #britecon2016 Come and go as you please, but please come back.
- 11. Unless you don’t like puppies.
- 12. In which case, they’re not.
- 13. #britecon2016 We have several prizes to give away this year.
- 14. #britecon2016 But, you have to earn them.
- 15. This year’s theme is focused on Problem Solving in Insurance and Technology. Challenge #1 - Solve the Puzzle Ball
- 16. https://guidebook.com/g/ britecon2016/ Passphrase: britecore BriteCon2016 has gone mobile! Challenge #2 - Mobile Interaction
- 18. #britecon2016 It’s not enough to download the app.
- 19. Check into the Event Build Connections Add Your Photos Start Interacting 1 2 3 4
- 20. Challenge #3 - Social Interaction Share your pictures and tweet quotes from your favorite sessions using #britecon2016
- 22. Challenge #4 - Share Your Story Nobody markets BriteCore like YOU! Reviews!
- 23. Challenge #4 - Share Your Story Sign up to do a case study with BriteCore or write a recommendation. All forms are located inside your session folder packet. See Chastin Reynolds for more info.
- 24. #britecon2016 {Thank you to our following partners for bringing prizes} Genesee Patrons Cooperative Bremen Farmers Mutual Mutual of Wausau Farmers Mutual Hail MassPrinting
- 26. BriteCon2016 What a great turnout for this year’s event. We couldn’t have done it without help from our sponsors.
- 29. insurance service solutions vGeneral Sponsorsv
- 30. Become a 2017 BriteCon Sponsor Now offering monthly and quarterly contribution. Sign up today to become a sponsor.
- 32. #britecon2016 What a seriously great year!
- 33. #britecon2016 8 New Staff Members
- 34. #britecon2016 You’ll see each of them buzzing around the conference.
- 44. #britecon2016 There are 4 new BriteCore clients this year.
- 45. NEW CLIENTS 1 2 3 4 Loudoun Mutual Waterford, VA Central Farmers Robbins, NC USICOA Springfield, IL Jetty New York, NY
- 46. #britecon2016 We’re thrilled you joined our community.
- 49. TOTAL PULL REQUESTS A method of submitting contributions to an open development project. It is often the preferred way of submitting contributions to a project using a distributed version control system (DVCS) such as Git. 39
- 51. #britecon2016 44
- 54. #britecon2016 You’ve probably seen us at one or more industry events…
- 55. #britecon2016 PAMIC IT TnAMIC Farm Forum NAMIC AAIS Mid-Atlantic SMA Summit MAMIC
- 56. #britecon2016 We’ve also visited several client offices.
- 57. #britecon2016 Even if we weren’t physically in your office, we’ve been watching you.
- 59. #britecon2016 Since September, we’ve been logging all kinds of activity.
- 60. #britecon2016 We thought you’d enjoy learning about a few of them:
- 62. There were 443admin users on BriteCore. User Statistics
- 65. The most searched term was “ROOF”. User Statistics
- 67. Users collectively spent 1.5 years in the policies module In September alone:
- 68. We have 6 people still using Windows XP User Statistics
- 69. Someone at Elizabethtown used a device with an 8-bit screen to log into BriteCore. User Statistics
- 70. That’s like an NES User Statistics
- 72. Moving on…
- 73. The person who uses BriteCore the most is Laura Kiely. User Statistics
- 75. During the month of September Laura spent: User Statistics
- 76. 156 hours Logged In User Statistics
- 80. Now that’s a POWER user!
- 82. #britecon2016 Now, back to our problem solving theme…
- 83. #britecon2016 We’ve been kicking out all sorts of features to make your job easier and more efficient.
- 84. That way you have more time to focus on other business goals…
- 94. Support Tools Transfers a book of business from one agency to another. Agency Merge Tool
- 95. #britecon2016 9#
- 97. Dashboard Displays important admin notifications with resolution instructions. Warning Messages STOP
- 98. #britecon2016 8#
- 100. PAY BY PHONE Ability to pay policies by phone and accounted for inside BriteCore
- 101. #britecon2016 7#
- 103. e2Value Improvements E2Value improvements for Advanced Portico
- 104. #britecon2016 6#
- 106. API Functions New API functions to facilitate communication with third party applications. Many more are on the way!
- 107. #britecon2016 5#
- 109. Custom Templates render.py Custom Templates Add New Template Edit Templates
- 110. Custom Templates render.py • Reuse Common Elements • Control Image and Branding • Replace Existing Screens in BriteCore
- 111. Overwrite Stock Deliverables Allows users to overwrite a stock deliverable using a custom deliverable. render.py + overwrite =
- 112. #britecon2016 4#
- 113. #britecon2016 AMAZON AURORA Scalability and Performance
- 114. Amazon Aurora New replication options and clustering improve processing speed and increase stability. 12 hrs to 3 min!
- 115. #britecon2016 3#
- 117. LINES EVALS Lines Evaluations can be added to the rate chain, providing complex logic such as conditions, lookups, and variables.
- 118. Ability to write limits that are calculated provides greater flexibility. For example, limits can now be calculated off of another items' premium or category selections. Eval Limits LINES EVALS
- 119. Display in the Rating Details popup. Any value not assigned to premium displays in red. Rating Details LINES EVALS
- 120. Reference Key Dates such as Inception Date and Effective Date to process items such as claims credits. Reference Dates LINES EVALS
- 121. Rounds the output of any step in the rating process. round() LINES EVALS
- 122. interpolates premium between defined limit tiers. interpolate() LINES EVALS
- 123. LINES EVALS Returns the premium of a line item, property, or list of items. premium()
- 124. Adds this.property and the following values into the scope: this.property.address1 this.property.address2 this.property.city this.property.state this.property.zip this.property.name property LINES EVALS
- 125. #britecon2016 2#
- 127. Justin Cimino Education Director Dedicated Resource
- 128. ONSITE TRAINING
- 129. Remote Training
- 131. #britecon2016 1#
- 132. #britecon2016 INTERFACE Policies Rewrite and Hot Keys
- 133. Reusable UI Components • KnockOut Components • Reusable Widgets • Included Dependencies UI Component Library
- 134. Header Redesign Allows old and new pages to use the same header throughout BriteCore.
- 135. Hot Keys Users can now switch easily from any BriteCore page directly to a specific policy or claim. Policies & Claims
- 136. Policy Wizard Completely redesigned the process for creating new policies in BriteCore. New Policy Wizard
- 138. #britecon2016 51 SQLA 39 Client Devs 36 Efficiency 27 Support Tools 24 Deliverables 20 DevOps 16 Lines 15 Reports BRITECORE STATS
- 139. #britecon2016 15 Settings 09 Policies 05 Contacts 04 Quoting 04 Security 04 Claims 03 Printing 02 Notes BRITECORE STATS
- 142. #britecon2016 Top 10 PRs submitted by Client Devs:
- 143. 10. CLAIMS Sends an email to claims adjusters and supervisors when they’re added to a claim and attaches a note to the claim. Email Automation
- 144. 9. CLAIMS Ability to specify to which address a claim check should be mailed. Mailing Checks
- 145. 8. CLAIMS Display all policies by default to view policies for all of a contact's producers. Display All by Default
- 146. 7. BILLING Compares the refund amount to the credit balance on a policy and fires warnings. Refund Amount Validation
- 147. 6. BILLING Option to submit sweep queue automatically as opposed to manually. Agent Sweeps
- 148. 5. PAYMENTS Adds eDatabase vendor, complete with the implementation of a service passing payment data to the gateway Payment Gateway
- 149. 4. REPORTS Contains all payments made by all agents within the office. Sweep Report
- 150. 3. BRITEDATA Includes Export Filename, Commission Accounting, and Agency System Tags Exporting
- 151. 2. BRITEDATA Fix BriteData Concatenate Aggregator Concatenate Aggregator
- 152. 1. RATING Made BriteCore’s rating engine run more quickly and efficiently. RENGINE SQL Consolidation
- 154. Agents can upload photos to BriteQuote from iPhones and iPads IOS Support QUOTING
- 155. More informative pop- ups tell the agent what needs to be done before moving on. Warning Messages QUOTING The following actions must be completed before submitting an application. • Select an electronic payment method on the Billing screen.
- 156. When this setting is selected on an item, agents must submit the application unbound. Disallow Submit Bound QUOTING
- 157. Agents can collect an "overpayment" from insureds when a quote is created by opting to pay an additional amount. Allow Down Payments QUOTING
- 159. Remove the following contact requirements for additional interests: SSN, Phone, and DOB Contact Requirements on Pop-Ups CONTACTS “This is so annoying.”
- 160. Added the Date of Birth field to the Agent’s Personal Information, so carriers can use Agent DOB in BriteData. Agent Role > DOB CONTACTS
- 161. Preventative measure that disallows users to remove an agency role if the agency has commissions. Agent Commissions CONTACTS
- 163. The Policies rewrite was accompanied by several API additions and corresponding tests. API Additions & Tests POLICIES
- 164. “Clear” button added to the Accounts Receivable screen that removes date range entries under Account History. Clear Date Range POLICIES
- 165. Migrates policies to a specified billing schedule upon renewal. Automatic Billing Schedule Migration POLICIES
- 166. BriteCore issues a warning message when a possible payment typo is detected. Intelligent Payments POLICIES
- 167. CSV support for carriers to upload batch commission payment information. Commission Uploads POLICIES
- 168. #britecon2016 CLAIMS
- 169. 1. Go to Policies > Processing 2. Scroll to Major/Minor Claims 3. Upload a claims file 4. Click to import Upload Major/Minor Claims to Policies CLAIMS
- 170. Further enhancements allow users to add/delete and edit major and minor claims on a given policy. Edit Major/Minor Claims in Policies CLAIMS
- 171. Can only see their claims and their uploads. Carriers can also control the visibility of each section of the Claims. Independent Adjusters CLAIMS
- 172. New fields were added to BriteCore’s Contacts and Claims modules for “Police Department”. Police Department CLAIMS
- 173. #britecon2016 LINES
- 174. Added an option for "Not Applicable" in the event that there are no claims to display. Years Since Last Claim Made Updates LINES
- 175. Ability to map deductibles when values change over a Lines Effective Date without triggering Persistent Builder. Deductible Mapping LINES
- 176. Ability to add an “Age to Default Category to” under the Category setup box inside Lines. Default Categories LINES
- 177. Read-only permissions were added to several of the functions in the lines module. Read-Only Permissions LINES
- 178. Added a Dividend line item type to BriteCore that rates off of the previous policy term's total premium. Dividend Line Item LINES
- 179. Added additional functionality to trigger a warning pop-up when users leave the Rating Tab. Submit UnBound Popup LINES
- 181. SETTINGS Custom Deliverables setting prints deliverables when the policy is not on auto-pay. Print Deliverables on Non-Autopay
- 182. SETTINGS Splits the "Disallow External Payments when policy is in CP” setting into: 1. Non-payment 2. Underwriting Disallow Payments
- 183. SETTINGS Changes the default billing schedule when a previous billing schedule is deprecated. Default Billing Schedules
- 184. SETTINGS Changes the cancel_date on the Renewal Invoice for the length of Cancellation Pending, NP. Length of Non-Pay on Renewal
- 185. SETTINGS Stops the Confirmation of Cancellation document from printing when a policy cancels on renewal. Suppress Confirmation of Cancellation on Renewal
- 186. SETTINGS When a payment for the initial or renewal invoice is within a certain threshold, BriteCore auto-switches the policy to the defined billing schedule. Auto-Change Billing Schedule on Renewals
- 187. SETTINGS Automatically transfers return premium to the newly rewritten policy upon rewrite. Underwriting Cancel Dates Change by Policy Type
- 188. SETTINGS Max used to be -65. We increased this amount to -90. Billing Dates Extension
- 189. SETTINGS New Line Items setting allows users to print conditionally when premium is greater than zero. Conditional Forms Printing
- 190. SETTINGS Sends a billing statement requesting the amount of unearned premium to the insured upon cancellation. Cancellation Invoices
- 191. #britecon2016 NOTES
- 192. Add payment declined notes to BriteCore so clients can see why the payment failed. Declined Payments NOTES
- 193. When an action is taken in BriteCore that generates an email, the email is logged in the Notes tab. Logging Emails NOTES
- 195. REPORTS Now using the prepared Data Frames and written premium matches other XLS reports Underwriters Performance Report
- 196. REPORTS Escape unicode characters when building commission report PDFs. Commission Reports
- 197. REPORTS Added ability to create and upload Jupyter (Python- based) reports to BriteCore sites. Jupyter
- 199. BRITEDATA Auto-Clearing Abandoned Reports in DayCron "Report Status" Screen Clearing Reports
- 200. BRITEDATA You can now download DataFrames straight from the UI, and use Excel to manipulate them. DataFrames
- 201. BRITEDATA • inactive_claims • policy_payments New Data Frames:
- 202. BRITEDATA New Quote Data: • Quoted Annual Premium • Quoted Written Premium
- 203. BRITEDATA HTTP Access Download DataFrames and PDFs over standard http connection.
- 204. BRITEDATA Added inspector name data choice to BriteData Inspector Name
- 205. BRITEDATA • Certificate of Mailing • Claims Payments Converting Older Reports
- 206. BRITEDATA Added to the "Define Rules" section of the BriteData report setup. Adding this rule with no input considers all merged columns when comparing rows as "duplicated". “Remove Duplicates” Rule
- 208. Ability to preview a custom deliverable using policy / revision data (saved to attachments). Previewing Custom Deliverables DELIVERABLES
- 209. Added the ability to create OCR codes for custom deliverables. OCR Codes DELIVERABLES
- 210. DELIVERABLES Show calculation items like "Hurricane Portion of Premium" on decs Show Calculation Line Items on Decs
- 211. DELIVERABLES Ability to generate cancellation billing statement regardless of the account balance (flat). Cancellation Billing Statement
- 212. DELIVERABLES Added a setting to build an Amended Billing Statement even when the endorsement lowers the premium (credit). Endorsement Billing Statement
- 213. DELIVERABLES Ability to FTP / SSH files to a remote server (currently the agent’s dec copy and the bill whom's invoice). Move Docs to Custom / Remote Server
- 214. DELIVERABLES 1. {current_expiration_date} 2. {loss_date} 3. {nonrenew_reason} System Tags STOP
- 215. DELIVERABLES Added invoice number to deliverables and tied number to revisions. Invoice Number
- 216. DELIVERABLES 1. Created a “Renewal Reminder Notice" deliverable. 2. On renewal, override "Notice of Cancellation NP" with the "Renewal Reminder Notice”. Renewal Notice
- 217. DELIVERABLES Adds a description box to the non-renewal popup. Non-Renewal Description
- 218. DELIVERABLES Splits the initial and renewal invoice and allows them to be overwritten. Billing Statements
- 219. DELIVERABLES Made “Legal Paid” data available for custom deliverables Legal Paid
- 220. SETTINGS Sends a billing statement requesting the amount of unearned premium to the insured upon cancellation. Cancellation Invoices
- 222. Merges all documents for an individual and policy into a single, mailable document which can then be batched based a number of criteria. Batching & Merging
- 223. 1. Batch based upon whether or not the mailing is for new business. 2. Batch based up on whether or not the mailing contains a billing statement. Batch Classifiers
- 224. #britecon2016 DEVOPS
- 225. DEVOPS Cleaner, simpler notifications from Jenkins for PR testing. Notifications
- 226. DEVOPS Installed Jenkins Flake8 for code cleanliness testing. Flake8
- 227. DEVOPS Taking screenshots of targeted elements in selenium tests, then uploading them to S3 for Lambda processing. Selenium
- 228. Using the supercluster to reduce server load during database backup. Database Backups DEVOPS
- 229. New AWS-hosted cluster and official library reduces maintenance load and makes scaling the search cluster easier. ElasticSearch DEVOPS
- 230. DEVOPS • BriteCore Cluster PR test support • Retry task if box dies • Reduce throttling conditions Cluster Enhancements • Prepared DataFrames cache • CloudFormation support for autoscaling stack (infrastructure as code)
- 231. DEVOPS • Log durability and search • Adds premium_records to logging • Adding JSON format for email.log CloudWatch Support
- 232. • Per-team dashboards • Easy for all team members to use and customize • Alerts for Site Performance DataDog Monitoring DEVOPS
- 233. DEVOPS • Autoscaling metrics for instances • Instance boot metrics • Soft release dashboard for testing Marshmallow Cloud
- 234. DEVOPS • SSM support to run commands directly on instances • Aurora support (launching and cloning) • General UI cleanup / fixes for mobile Marshmallow Cloud
- 235. • New documentation, guides, and videos • Updated .ova access • #client-dev channel • Added elastic search to hosts Client Dev Updates DEVOPS
- 236. DEVOPS • Jenkins setup tools • Numpy pin • Simplejson 2.5 to 3.8 • Gevent to 1.1.1 • Pep to 1.7.0 • Pandas to 0.17 Python Package Updates
- 237. DEVOPS • AWS Lambda and API Gateway • S3 Gateway for DataFrames • BC Report Runner • Ad hoc Jupyter reports run in BC • Build report locally in jupyter Serverless Report Running
- 238. DEVOPS Move from Docker Hub to Amazon ECR for speed and efficiency Amazon ECR
- 239. DEVOPS • Unit testing PR & Release • Moved Git-IWS to pycurl • 15 PRs Monitor Support • SSH proxy support • Release tool to automate soft releases Git Power Tools
- 241. SECURITY Enables MFA in BriteCore along with a new Security tab in Contacts MFA Enabling
- 242. SECURITY Scans file uploads for malicious content. Virus Scanning
- 243. Scan BriteCore requests for malicious script tags. XSS Scripting SECURITY
- 244. SECURITY BriteCore passed the most recent SOC Audit with zero exceptions. SOC Audit Contact: Chastin at chastin@britecore.com
- 246. INTEGRATIONS Clients can now outsource their daily print jobs to Mass Printing! MASSPRINTING
- 247. INTEGRATIONS Replaced "Gateway error" wording with actual "Payment Processor Response". Gateway Error Wording
- 248. INTEGRATIONS Moved selection process for Mutual Boiler Re to system tagging. MBR System Tags
- 249. INTEGRATIONS Ability to receive inspection requests internally instead of sending to Reliable Reports Manual Inspection
- 250. INTEGRATIONS We created an API endpoint to allow external programs to post a batch of transaction records to be applied. Additionally a function was created that automatically extracts information from a PNC compliant .csv and converts it into BriteCore's API format. PNC Lockbox Facilities
- 251. INTEGRATIONS New integration with Lexis Nexis C.L.U.E. reporting for claim history. LexisNexis CLUE
- 252. INTEGRATIONS Retrieves credit score reports, applies discount tiers, and dynamically changes policy rates based on score values. LexisNexis National Credit File
- 253. INTEGRATIONS Support added to scan for documents related to claims. Default attachment folder named "External Documents" Google Drive
- 255. Vendor Presentations Vendors who qualify for speaking engagements have approximately 2 minutes to introduce themselves and their company to the community. Early Birds and Packages
- 256. Vendor Presentations
- 258. CLIENT HEADSHOTS We need your help gathering photos. Send your full name, company name, professional title, and headshot to: photos@britecore.com
- 259. Thank You So Much for Your Help!