BriteCon2015 - Intro Presentation

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BriteCore Clients

3USA Map of Clients

40 Clients in 18 States

6 23 40

Number of Clients

2010 2012 2015

4

40 Clientsin 18 states

5USA Map of Clients

40 Clients in 18 States

4 10 38

Number of States

2010 2012 2015

+ Canada

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Writing In38 states + Canada

7New to the Community

October 2014 - October 2015

Undisclosed Client Johnston, Rhode Island

Union Mutual Piedmont, Oklahoma

Farmers Fire York, Pennsylvania

Augusta Mutual Staunton, Virginia

American Farmers & Ranchers Oklahoma City, Oklahoma

Farmers Union Cleveland, Tennessee

Westminster Owings Mills, Maryland

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Recently LiveState National Fire

Century Mutual Insurance Company

Genesee: Standard Fire, Farmowners, BOP

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BriteCore News

New This YearIWS Employees

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AbbyGeo

SeanJames

Brad

Hannah

New This YearIWS Employees

11

Tyler

Matt

Steven

Will

Thomas

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BriteNews

Transition to Blackman Completed

Moved Out of Underground (100% Cloud)

BriteCore Quarterly Development Updates

AWS ReInvent for Staff Training

Presentations for NAMIC, PAMIC, MAMIC, NCAMIC

Automated Google Docs for Financial Reporting

13Client Dev Program

Recently Launched

Expand the BriteCore PlatformBuild extensions, bolt ons, integrations, and customized screens.

Generate RevenuePickup funded development from

other carriers to generate revenue.

Customize BriteCoreDevelopers can focus on solving problems or reaching goals specific to your business without using resources otherwise dedicated to improving the core platform.

Ability to Solve Internal IssuesClients are able to solve their own

issues internally without IWS.

Increase CapacityMore developers are contributing code to the community platform.

14Client Dev Program

Recently Launched

Access BriteCore as a service through the public API to create extensions, boltons, integrations, and custom screens.

Public API V2 (Platform)

Utilize dedicated developers to submit changes directly into BriteCores source code.

Community Source Code

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Notable PRsFarmers Fire: Increased Rating Speed

Baldwin Mutual: Print Manager

AFR: Added Claims Supervisor01

02

03

TogglReal-Time Tracking

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Real-Time Tracking

Measures Productivity and Billing

Promotes Efficiency and Organization

DockerDocker allows you to package an application with all of its

dependencies into a standardized unit for software development.

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VS

SlackReal-Time Messaging

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Team Conversations in ChannelsOrganize your conversations in open channels

for projects, topics, and teams.

Centralized Location for MessagesConnect all the tools you use to Slack and avoid

all that constant switching between apps.

Search Your Entire ArchiveEverything is automatically indexed and archived so info is at your fingertips whenever you want it.

Goes Wherever You GoNative apps for iOS and Android, whatever you

do one device is reflected everywhere.

LeanKitWorkflow Application 19

Increases project delivery success lean practices.

Built for LeanHelps optimize your

workflow by removing process waste.

Continuous ImprovementHarnesses preference for consuming info visually.

Visual Management

Adapts to mirror your teams unique process.

Unparalleled FlexibilityEasily scales to support

projects, teams and locations.

Enterprise ScalabilityLean metrics and reports

to measure workflow.

Lean Metrics

Vendor IntegrationsNew and In Progress

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Paym

ents Pro Classes

Repor

ts

Loss HistoryLexisNexisReliable Reports

ISO Protection Classes

Primoris

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Notable Stats

BriteStats2015 Accomplishments

22

Moved Into New Carrier Band

$100m+ DWP

BriteStats2015 Accomplishments

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Files Changed

1,289

BriteStats2015 Accomplishments

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94,137Insertions (+)

BriteStats2015 Accomplishments

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56,177Deletions (-)

BriteStats2015 Accomplishments

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2,127Integration Tests

+513

BriteStats2015 Accomplishments

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Unit Tests

3,304+1,119

BriteStats2015 Accomplishments

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Automated Test Assertions

5,431

BriteStats2015 Accomplishments

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468Policy Type Count

BriteStats2015 Accomplishments

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$125,000Recurring Revenue (6 Clients)

BriteStats2015 Accomplishments

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$2,400,000Recurring Revenue for All Clients

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Organized by Type

FeaturesNew

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QuotingNew Features

Quoting (9)Changes Completed in 2015

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Ability to set BriteQuotes Default to Always Expand Items In Builder

Ability to Hide Schedules on Quote / Show Schedules on Application

Alert Users to Attach Billing Schedule Pay Form

Default BriteQuote to Submit Applications Bound3

2

1

4

Quoting (9)Changes Completed in 2015

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FNOL Disclaimer - Claim Must Be Submitted

Ability to Quote Changes Internally Without Using BritQuote

Added System Generated Notes for Mortgagee Changes

Ability to Add Pop-Up Messages to Billing Schedules in BriteQuote

Restrict Application Submissions Based on Credit Score

7

6

5

9

8

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ContactsNew Features

ContactsChanges Completed in 2015

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New Vendor Number / Identification Number for Contacts > Roles

Termination Improvements Prevent Terminated Contacts from Logging In

Direct Claim Emails to Specific Address(es)3

2

1

4

Ability to Store Latitude and Longitude Coordinates for All Contact Addresses

ContactsChanges Completed in 2015

38

New Agent Termination Reason Added to Terminated Contacts

New V2 API Function Allowed Farmers Fire to Import Contacts from System

Submitted Applications Now Listed in the Policies Section of the Contact

Default BriteQuote to Submit Applications Bound

7

6

5

9

8 Attach Agents to Multiple Agencies

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ClaimsNew Features

Claims (6)Changes Completed in 2015

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Ability to Assign A Supervisor to a Claim (AFRMIC)

Ability to File a Claim From the Agent Portal & Property Loss Notice

Claim Payments Queue. Allows Users to Mark Claims Payments as Exported

QuickBooks Account Breakdown For Legal, Loss, Adjusting

Logic Validation for Number of Years After Inception in Changes to Inception

System Test Added to Validate Integrity of Coverages Filed Against

3

2

1

6

5

4

41

PoliciesNew Features

Policies (22)Changes Completed in 2015

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Credits and Debits Across Terms Part I Released

Shortcuts and Defaults Added to Daily Cash Receipts Screen

Added Payment Confirmation Numbers to Secure Checkout

Added Lines Effective Date Reminder to Policy View3

2

1

4

Policies (22)Changes Completed in 2015

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Rate and Save Efficiencies Released in Phases

Added Poor Payment History Tag that Limits Billing Schedules on Renewal

Updated Search Index for Future Revisions to Return Policies

Restrictions Enforced When Users Rewrite Policies in the Past

Warning Popup for Editing Versus Replacing Contacts on Policies

Ability to Combine Return Premiums and Issue Checks for Today

7

6

5

10

9

8

Policies (22)Changes Completed in 2015

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Added Policy Type Mapping for Persistent Builder

Ability to Create Category Option Level Mapping Using Persistent Builder

Added New Fields to the Insured Disclosure for Data Collection

Created Lines Effective Date vs Live Date Warning Popup

Improved Search Functionality for Return Premium Transfers

Changed Write Off Premium Warning Popup to Display Currently Due

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12

11

16

15

14

Policies (22)Changes Completed in 2015

45

Zip Code validations for named insureds on Secure Checkout

More Intelligent Limit Matching in Persistent Builder

Ability to Commit Endorsements w/ "New Policy" Line Items Attached

Added Loss Amount and Loss Cause to the Property/Risks tabs

Hide Green Plus Sign When Out of Sublines in Builder19

18

17

22

21

20

Hide Green Plus Sign When Out of Line Items in Builder

46

LinesNew Features

Lines (19)Changes Completed in 2015

47

Allow Sublines to be Mandatory; automatically added to policies and non-removable.

Lines Evaluations Using Python Code Faster, More Efficient to Rate

Option to Never Display Categories in BriteQuote

Override Deductible Box when Deductible is $0.003

2

1

4

Lines (19)Changes Completed in 2015

48

Line Item Category Modifications Now Update UW Rules

Remove Leading Whitespace for Category Options

Add an Option for Categories to Be Completely Hidden from Brite