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BriteCon2015 - Intro Presentation

Apr 13, 2017

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Software

  • 2

    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

  • 6

    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

  • 8

    Recently LiveState National Fire

    Century Mutual Insurance Company

    Genesee: Standard Fire, Farmowners, BOP

  • 9

    BriteCore News

  • New This YearIWS Employees

    10

    AbbyGeo

    SeanJames

    Brad

    Hannah

  • New This YearIWS Employees

    11

    Tyler

    Matt

    Steven

    Will

    Thomas

  • 12

    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

  • 15

    Notable PRsFarmers Fire: Increased Rating Speed

    Baldwin Mutual: Print Manager

    AFR: Added Claims Supervisor01

    02

    03

  • TogglReal-Time Tracking

    16

    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.

    17

    VS

  • SlackReal-Time Messaging

    18

    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

    20

    Paym

    ents Pro Classes

    Repor

    ts

    Loss HistoryLexisNexisReliable Reports

    ISO Protection Classes

    Primoris

  • 21

    Notable Stats

  • BriteStats2015 Accomplishments

    22

    Moved Into New Carrier Band

    $100m+ DWP

  • BriteStats2015 Accomplishments

    23

    Files Changed

    1,289

  • BriteStats2015 Accomplishments

    24

    94,137Insertions (+)

  • BriteStats2015 Accomplishments

    25

    56,177Deletions (-)

  • BriteStats2015 Accomplishments

    26

    2,127Integration Tests

    +513

  • BriteStats2015 Accomplishments

    27

    Unit Tests

    3,304+1,119

  • BriteStats2015 Accomplishments

    28

    Automated Test Assertions

    5,431

  • BriteStats2015 Accomplishments

    29

    468Policy Type Count

  • BriteStats2015 Accomplishments

    30

    $125,000Recurring Revenue (6 Clients)

  • BriteStats2015 Accomplishments

    31

    $2,400,000Recurring Revenue for All Clients

  • 32

    Organized by Type

    FeaturesNew

  • 33

    QuotingNew Features

  • Quoting (9)Changes Completed in 2015

    34

    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

    35

    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

  • 36

    ContactsNew Features

  • ContactsChanges Completed in 2015

    37

    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

  • 39

    ClaimsNew Features

  • Claims (6)Changes Completed in 2015

    40

    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

    42

    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

    43

    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

    44

    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

    13

    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

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