BriteCon 2014 - Keynote

2014
PROGRESS
The
Year
In
Review
1

OVERVIEW 2
Expanding
the
Base
Welcome
Three
New
Clients
Bremen
Mutual
Century
Mutual
State
Na8onal
Fire
BRITECONF OPENING 10/20/2014 PHIL REYNOLDS

OVERVIEW 3
Expanding
the
Base
Recently
Live
Municipal
is
Fully
Live
on
BriteCore
Safe
is
Live
on
BriteCore
Baldwin
is
Live
on
BriteCore
McMinn
is
Live
on
BriteCore

OVERVIEW 4
Expanding
the
Base
Recently
Live
Halifax
Moved
to
BriteQuote
Wausau
Moved
to
BriteQuote

OVERVIEW 5
Notable
Events
BriteNews
New
Web
Site
Released
New
BriteCore
Logo
and
Branding
First
System
to
Support
AAIS
By-‐Peril
Ra8ng
Speaking
at
PAMIC,
VAMIC,
MSO,
North
Carolina

OVERVIEW 6
Notable
Events
BriteNews
SOC
1
Exam
PCI
Audit
Complete
NAMIC
Innova8on
Award
for
Technology

OVERVIEW 7
AWS
Infrastructure
AWS
Is
A
Huge
Success
All
Clients
Fully
On
AWS
500
Node
Cycles
This
Year
with
Zero
Outages
99.99%
Availability
Dedicated
Clusters
-‐
Search,
Reports,
Backgrounding

OVERVIEW 8
AWS
Infrastructure
Amazon
is
Featuring
BriteCore
in
PresentaGons!

OVERVIEW 9
SoIware
Code
Changes
642
Pull
Requests
979
Files
Changed
139,458
Inser8ons
(+),
183,559
dele8ons
(-‐)
178
New
Notable
Features
Added

OVERVIEW 10
SoIware
TesGng
3,062
Unique
Test
Asser8ons
1,126
Jenkins
Builds
728
Sparkles
/
398
Failures
(Bugs
Prevented)
Oops!
Tickets
Con8nue
to
Decline

OVERVIEW 11
Incoming
Oops!
180
160
140
120
100
80
60
40
20
0
1/13/2014 3/3/2014 4/21/2014 6/9/2014 7/28/2014 9/15/2014
Incoming
Trend
Questions
145 : 85
40% Decline
20 Questions

12
NEW FEATURES

13
TOP 10

TOP 10
#10
14
10.
Import
Imaging
to
Aeachments

TOP 10
#10
15
Insurance Administration System

TOP 10
#9
16
9.
Insured
Leeer

TOP 10
9.
Insured
LePer
17
Custom
Formafng
Input
Fields
Automa8cally
Prints

TOP 10
#8
18
8.
Custom
Deliverables

TOP 10
8.
Custom
Deliverables
19

TOP 10
8.
Custom
Deliverables
20
100%
Custom
Formafng
User
Editable
Import
Data
Style
with
HTML
/
CSS

TOP 10
#7
21
7.
Elas8c
Search

TOP 10
7.
ElasGc
Search
22

TOP 10
7.
ElasGc
Search
23
17
Seconds
15
mSeconds

TOP 10
#6
24
6.
Agency
Experience
Report

TOP 10
6.
Agency
Experience
25
Test Gerald Agent
Blalock
1234 626-A Test West Address Main Street
One
per
Agency
Burnsville NC 28714
Carolina Farmers Mutual Insurance Company
Agency Experience Report
Aug 1, 2014 - Aug 31, 2014
Policy Count Written Premium
Line Of Business Inforce New Canceled New Renewal Endorsed Canceled Total Earned
Farmowners 56 0 0 0.00 4,559.00 0.00 0.00 4,559.00 3,637.96
Homeowners 189 1 1 548.00 7,203.00 64.25 -451.34 7,363.91 9,003.81
Mobile Homeowners / Farmowners 1 0 0 0.00 0.00 0.00 0.00 0.00 43.40
Dwelling Fire 48 0 1 0.00 945.00 0.00 -406.00 539.00 1,718.71
Other (Commercial Lines) 20 0 1 0.00 195.00 0.00 -176.71 18.29 652.54
Total 314 1 3 548.00 12,902.00 64.25 -1,034.05 12,480.20 15,056.42
Claims Loss Reserve
Line Of Business Losses Paid Total LAE Paid Losses
Incurred
Total LAE
Incurred YTD Claims Loss Ratio Beginning Ending
Farmowners 0.00 0.00 0.00 0.00 0 0.00% 0.00 0.00
Homeowners 0.00 0.00 71,946.24 1,000.00 0 799.06% 3,809.45 75,755.69
Mobile Homeowners / Farmowners 0.00 0.00 0.00 0.00 0 0.00% 0.00 0.00
Dwelling Fire 0.00 0.00 0.00 0.00 0 0.00% 0.00 0.00
Other (Commercial Lines) 0.00 0.00 0.00 0.00 0 0.00% 0.00 0.00
Total 0.00 0.00 71,946.24 1,000.00 0 477.84% 3,809.45 75,755.69
Automa8c
Flex
Loss
Ra8o
Heavily
Veeed

TOP 10
#5
26
5.
New
Secure
Checkout

TOP 10
5.
New
Secure
Checkout
27
Faster
Verified
Responsive
New
Features

TOP 10
#4
28
4.
Underwri8ng
Rules

TOP 10
4.
UnderwriGng
Rules
29
Triggers
Effects
Control
Simplicity

TOP 10
#3
30
3.
Agents
Quote
and
Submit
Endorsements

TOP 10
3.
Quote
and
Submit
Endorsements
31

TOP 10
#2
32
2.
Aeachments
Rewrite

TOP 10
2.
APachments
Rewrite
33

TOP 10
#1
34
1.
BriteData
Repor8ng

TOP 10
1.
BriteData
35

36
IN PRODUCTION

IN PRODUCTION 37
168
AddiGonal
Features
BriteQuote
-‐
25
Reports
-‐
29
Vendors
-‐
13
Claims
-‐
9
Lines
-‐
17
Policy
Admin
-‐
17
Billing
-‐
12
Contacts
-‐
5
Deliverables
-‐
11
Infrastructure
-‐
12

BRITEQUOTE 38
25
Features
17695:
Add
a
Total
and
Voids
to
Claim
Payments
17695:
Add
Non-‐Deliverables
to
'Documents'
Page
17695:
Add
Total
to
Loss
Incurred
Tab
17695:
Disable
Agent
Header
Icons
17695:
Improved
Formafng
for
Agent
Claims
List

DELIVERABLES 39
11
Features
17695:
Secure
Checkout
-‐
Redirect
Back
to
Agent
Portal
17743:
Temporary
Suspension
18607:
Sefng
for
Contact
PopUp
Required
Fields
19220:
Sefng
to
Restrict
E2value
to
Applica8on
22550:
Policy
Terms
Limited
by
Policy
Type

BRITEQUOTE 40
25
Features
22750:
"New
Quote"
in
Agent
Dashboard
22751:
Confirma8on
Emails
to
Agent
on
Submission
22752:
Limit
Billing
Schedules
for
Agent
Payment
Sweep
22755:
Auto-‐select
state
when
possible
22757:
New
CC/ACH
Entry
Workflow

BRITEQUOTE 41
25
Features
22760:
Note
for
New
Aeachments
on
Ac8ve
Policies
23400:
Agency
Level
Sweep
Report
in
Agent
Portal
24330:
Required
Form
for
Auto-‐Pay
24445:
Change
wording
on
Submit
Page
25465:
Underwri8ng
Contact
Sign
Off

BRITEQUOTE 42
25
Features
25468:
Hide
Line
Items
in
Builder
25469:
Show
Hover
Descrip8ons
on
Line
Items
in
Builder
25711:
High
Limit
Approval
Code
25792:
Binding
Authority
Based
on
Aggregate
Limits
2759:
Generate
Note
when
Contact’s
Address
is
Changed

REPORTS 43
47
Total
(29
Pre
BriteData)
19369:
Limit
/
WP
by
by
County
by
LOB
18090:
Underpaid
column
to
Payments
Received
Report
20363:
Add
State
Column
to
Most
Reports
20259:
Expand
Open
Loss
Report
20259:
Expand
Claims
Payments
Report

REPORTS 44
47
Total
(29
Pre
BriteData)
21597:
Break
Out
Same
Named
Policy
Types
By
State
18425:
GL
Mutua
Farm
Bureau
Commissions
22643:
Updates
to
Premium
Wrieen
Earned
Unearned
18135:
Renewal
Reports
for
UF
23219:
Added
Columns
to
"Claims
by
Loss
Date”

REPORTS 45
47
Total
(29
Pre
BriteData)
23540:
New
InForce
Premium
Report
21154:
HSB
Report
Overhaul
23946:
Wausau
Premium
and
Limit
per
County
Report
24041:
GL
Mutual
Billed
System
Fee
Report
16569:
CFM
Report
Splifng
Paid
Premium
by
Line
Item

REPORTS 46
47
Total
(29
Pre
BriteData)
22379:
Item
Detail
Over
a
Date
Range
23623:
Bremen
Per
Risk
Reinsurance
23125:
Madison
and
Eastern
Reinsurance
Enhancements
23525:
GL
Mutual
Dwelling
Lines
by
Fire,
EC,
and
Liability
26360:
Add
Loss
Exposure
Groups
to
Item
Detail
Reports

REPORTS 47
47
Total
(29
Pre
BriteData)
23971:
Incep8on
and
Expira8on
to
"Claims
By
Loss
Date”
24173:
Meramec
HSB
Report
23212:
Columns
Added
to
Claims
Reports
25267:
Wausau
New
Inspec8on
Report
26713:
Add
County
and
Zip
to
Item
Detail

REPORTS 48
47
Total
(29
Pre
BriteData)
21298:
New
Backgrounding
Process
for
Reports
21640:
Premium
Records
for
Accuracy
in
Corner
Cases
23127:
Sefng
to
Exclude
Hist.
Claims
from
Agency
Exp.
17060:
Agent
Commission
splits
by
PT
and
Comm.
Rate.

REPORTS 51
47
Total
(18
BriteData)
9/12/14
|
PH
|
Axiom
Report
9/12/14
|
GLM
|
Audit
$500
Deduc8ble
and
3/4
Family
9/23/14
|
UF
|
Rewrote
Equipment
Breakdown
9/26/14
|
PH
|
Service
Line
Report
9/29/14
|
GPS
|
Rewrote
Equipment
Breakdown

VENDORS 53
13
Features
11585:
ISO
A-‐Plus
Logic
Rewrieen
17383:
Geography
Lookups
to
External
Host
for
Speed
19057:
Add
Email
of
Requester
to
Reliable
Reports
19420:
Add
SubLines
to
XML
Exports
19720:
Document
Scanning
Through
Google
Drive

VENDORS 54
13
Features
20355:
Dropbox
Uploads
17205:
Expanded
NxTech
Repor8ng
21154:
Support
Calc
and
Non-‐rate
for
HSB
Extracts
24325:
ISO
A-‐Plus
>
Property
or
Liability
Claim
Type
Flag
24822:
ISO
A-‐Plus
>
Add
Individual
and
Business
Flag

VENDORS 55
13
Features
24823:
ISO
A-‐Plus
>
Clients
Define
Policy
Type
Flags
24888:
Emailed
NxTech
Daily
Transac8on
Report
25017:
Add
Premium
Basis
Categories
to
NxTech
XML

CLAIMS 56
8
Features
17876:
Historical
Claims
17929:
Void
Claims
Transac8ons
Instead
of
Dele8ng
24459:
Prevent
Coverages
Changes
Auer
Accoun8ng
Data
22180:
Dual
Masthead
Claims
Flag
23207:
Track
Deduc8ble
Applied
Prior
to
Claim
Payment

CLAIMS 57
8
Features
23201:
Reserve
Total
and
Remaining
Added
to
Accoun8ng
25004:
Insured
and
Adjuster
Columns
in
Search
Results
25004:
Blank
Search
Sorts
by
Date
Descending

LINES 58
17
Features
18479:
Policy
Term
Limits
for
Credit
Scores
18661:
Change
Deduc8bles
on
Renewal
19676:
Date
Threshold
for
Claims
Surcharge
on
Renewals
19676:
Underwri8ng
Rules
Targeted
on
Renewals
20098:
Shell
Tool
to
Delete
LOBs

LINES 59
17
Features
20355:
Copy
Policy
Type
U8lity
20526:
Add
Sub
Lines
to
UW
Rules
20535:
Builder
Preserves
Line
Item
Order
with
UW
Rules
20566:
Add
Mandatory
Line
Items
to
UW
Rules
20934:
Quasi-‐Circular
Refs
in
Ra8ng
(Limit
v
Premium)

LINES 60
17
Features
21751:
Tool
to
Delete
All
Policies
for
Lines
Tes8ng
22551:
Addi8onal
Insured
Supplemental
Ques8on
Type
22714:
Shell
Tool
to
Copy
Policy
Types
Across
Lines
23336:
Loss
Free
Can
Calculate
from
Incep8on
Date
23534:
Shell
Tool
to
Delete
Line
Items
Aeached
to
Policies

LINES 61
17
Features
25980:
Underwri8ng
Rule
ANDs
in
Triggers
26155:
Limit
Chosen
from
List
Allowed
with
Schedules

POLICY ADMIN 62
17
Features
18359:
Custom
Protec8on
Classes
19663:
Name
Proper8es
by
Number
Instead
of
Address
19744:
Skip
Persistent
Builder
for
Mandatory
Line
Items
20376:
Performance
Upgrades
to
Builder
20832:
Email
on
Property
Photo
Uploads

POLICY ADMIN 63
17
Features
21097:
Rewrite
Policy
to
Exis8ng
Number
21325:
Move
Commieed
Renewal
Effec8ve
Date
22550:
9
Month
Policy
Terms
23304:
Remove
Auto-‐Commit
Renewal
Revisions
23398:
Memory
Op8miza8ons
for
PoliDiff
on
Revision

POLICY ADMIN 64
17
Features
23706:
Edit
Effec8ve
Date
on
Ini8al
Revision
Only
24361:
PB
Preserves
Valid
Combos
Through
New
Op8ons
24914:
Add
Policy
Term
Dates
to
Policy
Search
Results
25208:
Rate
and
Save
Op8miza8on
25%
Speed
Increase
26927:
New
Persistent
Builder
Popups

POLICY ADMIN 65
17
Features
26930:
Separate
Admin
Alerts
for
Apps
&
Endorsements
24939:
Admin
Alert
for
DayCron
Report

BILLING 66
12
Features
15264:
Sefng
to
Charge
$0
on
Renewal
Non-‐Pays
18609:
Archive
Forgiven
Non
Pays
for
Underwri8ng
18790:
Group
Billing
Number
for
Secure
Checkout
20857:
Shell
Tool
to
Regenerate
All
Invoices
For
a
Contact
22102:
Limit
Bill
Whom
By
Contact
Role

BILLING 67
12
Features
22612:
Admin
Alert
for
Submifng
Public
Payments
22741:
Removed
Deprecated
Carry
Balance
Op8on
22965:
Due
Date
as
Day
Minus
X
23338:
Make
“Cancelled”
Status
Bold
Red
in
AR
Screen
23345:
Always
Auto
Pay
Despite
Min
Billing
Thresholds

BILLING 68
12
Features
24123:
Show
System
Fees
in
Individual
PreAuths.
27001:
New
Write-‐Off
Popup

CONTACTS 69
5
Features
17983:
Commission
Structures
Based
on
Incep8on
Date
22107:
User
Permissions
on
Notes
21663:
Shell
Tool
to
Migrate
Policies
to
New
Agency
21386:
Agent
Link
in
Policy
and
Claims
Note
Alerts
25802:
Improvements
to
Switch
Agency
Shell
Tool

DELIVERABLES 70
5
Features
18087:
Add
new
{tags}
to
deliverables
19012:
Sefng
to
Always
Print
on
Renewal
21831:
Added
Form
Descrip8ons
on
Decs
19012:
Clients
Can
Update
Local
Vars
in
Jinja
Templates
23208:
Added
{insured_phone}
to
deliverables

DELIVERABLES 71
5
Features
23208:
Sefng
to
Show
Insured
Phone
on
Dec
22064:
Add
Supplemental
Ques8on
Group
Titles
to
Dec
21359:
Add
{insured_address}
Deliverable
tag
22753:
Beeer
Display
for
Underwri8ng
Ques8ons
on
App
23295:
Amended
Decs
Display
Change
in
Premium

DELIVERABLES 72
5
Features
24939:
Sefng
for
Supp.
Ques8on
Group
Titles
on
Dec

INFRASTRUCTURE 73
12
Features
18604:
BritePrint
21767:
Upgrade
Bootstrap
CSS
Framework
23243:
Back
up
MySQL
to
S3
23507:
Agency
Daily
Summary
Email
23665:
Knockout
/
Bootstrap
Consistency

INFRASTRUCTURE 74
12
Features
24027:
Added
Device
Profiling
to
Agency
Site
24597:
Shell
Tool
to
Resend
Vendor
Files
24883:
Background
Individual
Month
End
Reports
25079:
Elas8cSearch
Fallback
25568:
Added
User
Controlled
BriteCore
Dashboard

INFRASTRUCTURE 75
12
Features
26421:
Added
Selec8ze
for
UW
Rules
and
BriteData
27199:
Repor8ng
Supercluster

76
IN TESTING

IN TESTING 77
21
+
BriteData
Features
BriteQuote
-‐
4
Reports
-‐
BriteData
Vendors
-‐
3
Claims
-‐
3
Lines
-‐
3
Policy
Admin
-‐
4
Billing
-‐
1
Contacts
-‐
1
Deliverables
-‐
1
Infrastructure
-‐
1

BRITEQUOTE 78
4
Features
in
TesGng
22513:
Hide
Green
Plus
if
No
Items
Leu
to
Add
24074:
Require
Permission
Before
Running
Credit
Check
25792:
Restrict
AppSubmission
Based
on
Credit
Tier
27100:
Raise
Font
Size
and
Spacing
in
Builder

REPORTS 79
BriteData
in
TesGng
Over
25
New
BriteData
Reports
During
Tes8ng
Hundreds
More
Coming
this
Year

VENDORS 80
3
Features
in
TesGng
17781:
Automa8cally
Generate
Monthly
MBR
Records
23223:
Separate
“Adjus8ng"
Account
in
GL
Export
23283:
ISO
Protec8on
Class
Lookups

CLAIMS 81
3
Features
in
TesGng
20698:
File
a
Claim
from
Agent
Portal
23211:
Direct
Claims
Emails
to
Specific
Agency
Email(s)
25727:
Admin
Alert
Loss
Incurred
XL
Threshold
in
Claims

LINES 82
3
Features
in
TesGng
23441:
Default
Expanded
26646:
Sefng
for
Years
Auer
Incep8on
a
Claim
Should
Calculate
on
Loss
Free
27056:
Allow
Underwri8ng
Rules
for
Mul8ples

POLICY ADMIN 83
3
Features
in
TesGng
20908:
Show
Hidden
Line
Items
in
Persistent
Builder
23265:
Cancel
Back
to
Due
Date,
but
Don’t
Cancel
Flat
25210:
Speed
Up
Loading
Builder

BILLING 84
1
Feature
in
TesGng
23342:
Combine
RP
for
2
Term
Cancella8ons
15713:
Credits
and
Debits
Across
Terms
(Part
1)
**

BILLING 85
Credits
and
Debits
Part
1
Underlying
Code
in
Place.
DB
Sefng
to
“0”
Unifica8on
of
Fragmented
Logic
Payoff
Calcula8ons
All
Billing
and
Amount
Informa8on
Due/Cancel
Date
Logic
for
Debits
Resolves
Bugs
Previous
Balances
(Fixes
some
Prior
Balance
Corner
Cases)
Underpaid
Debits
(Resolves
how
the
system
handles
underpayments)
350
New
Accoun8ng
Tests!

CONTACTS 86
1
Feature
in
TesGng
26463:
Warning
When
Changing
Contact
Informa8on
That
Impacts
Mul8ple
Policies

DELIVERABLES 87
1
Feature
in
TesGng
26155:
Move
Scheduled
Items
to
Ra8ng
Info
on
Dec

INFRASTRUCTURE 88
1
Feature
in
TesGng
25741:
Vendors
Tags
Ported
to
System
Tags

VENDORS 89
IntroducGon
Debbie
Wagner
-‐
E2
Value
Mike
Ling
-‐
JMI
Reports
Karl
Lauritzen
and
Phil
Roach
-‐
Integ
Jeff
Clevinger
-‐
Booke
Andrew
Lanphere
-‐
NAMIC
Insurance
Solu8ons

VENDORS 90
IntroducGon
Art
Meadows
-‐
InsVista
Art
Meadows
-‐
HSB

Thank you
JMI REPORTS
Refreshment
Break
Back
in
15
min!
91

BriteCon 2014 - Keynote

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