http://www.hotelvandivort.com/gallery/ Hot el V a ndi v o r t | S pring field, MO BriteCon2016 8th Annual Users Conference
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http://www.hotelvandivort.com/gallery/
Hotel Vandivort | Springfield, MO
BriteCon20168th Annual Users Conference
Phil ReynoldsCo-Founder and CEO
#britecon2016
First things first…
#britecon2016
COFFEE!
#britecon2016
Coffee Ethic is set up just outside.
#britecon2016
Come and go as you please, but please
come back.
#britecon2016
Next…
#britecon2016
Prizes!
#britecon2016
Because who doesn’t love them?
They’re like puppies…
Unless you don’t like puppies.
In which case, they’re not.
#britecon2016
We have several prizes to give away this year.
#britecon2016
But, you have to earn them.
This year’s theme is focused on Problem
Solving in Insurance and Technology.
Challenge #1 - Solve the Puzzle Ball
https://guidebook.com/g/britecon2016/
Passphrase: britecore
BriteCon2016 has gone mobile!
Challenge #2 - Mobile Interaction
Amanda Quint
Configured the GuideBook app.
Thank you!
#britecon2016
It’s not enough to download the app.
Check into the Event
Build Connections
Add Your Photos
Start Interacting
1 2 3 4
Challenge #3 - Social Interaction
Share your pictures and tweet quotes from your favorite sessions using
#britecon2016
#hotelvandivortbathroomselfie
Challenge #4 - Share Your Story
Nobody markets BriteCore like YOU!
Reviews!
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.
#britecon2016
{Thank you to our following partners for bringing prizes}
Genesee Patrons Cooperative
Bremen Farmers Mutual
Mutual of Wausau
Farmers Mutual Hail
MassPrinting
#britecon2016
BRITECON SPONSORS
BriteCon2016
What a great turnout for this year’s event. We couldn’t have done it without
help from our sponsors.
vPlatinum Sponsorsv
vPremium Sponsorsv
insurance service solutions
vGeneral Sponsorsv
Become a 2017 BriteCon Sponsor
Now offering monthly and quarterly contribution. Sign up
today to become a sponsor.
#britecon2016
ACHIEVEMENTS
#britecon2016
What a seriously great year!
#britecon2016
8 New Staff Members
#britecon2016
You’ll see each of them buzzing around the
conference.
Lindsay Brooks
Content Analyst
Hayden Bickerton
Software Engineer
Ashley Popham
Communications Specialist
Grant McConnaughey
Software Engineer
Nick Cash
Software Engineer
Ivan Rodriguez
Software Engineer
Cristiano Cortezia
Software Engineer
Atticus Marker
Content Analyst
#britecon2016
NEW CLIENTS
#britecon2016
There are 4 new BriteCore clients
this year.
NEW CLIENTS
1
2
3
4
Loudoun Mutual Waterford, VA
Central Farmers Robbins, NC
USICOA Springfield, IL
Jetty New York, NY
#britecon2016
We’re thrilled you joined our community.
#britecon2016
CLIENT DEVS
CLIENT DEVS
1
2
3
4
5
6
Farmers Fire
Baldwin
USICOA
WestminsterAFR
Jetty
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
#britecon2016
TOTAL CLIENTS
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44
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STATES WRITING IN
39+Canada
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EVENTS
#britecon2016
You’ve probably seen us at one or more industry events…
#britecon2016
PAMIC IT TnAMIC Farm Forum NAMIC
AAIS Mid-Atlantic SMA Summit MAMIC
#britecon2016
We’ve also visited several client offices.
#britecon2016
Even if we weren’t physically in your office,
we’ve been watching you.
#britecon2016
User Statistics
#britecon2016
Since September, we’ve been logging all kinds of activity.
#britecon2016
We thought you’d enjoy learning about a few of them:
#britecon2016
Just Last Month…
There were 443 admin users on BriteCore.
User Statistics
66,640User Statistics
Searches
From Policies
80%User Statistics
The most searched term was “ROOF”.
User Statistics
User Statistics
11,519Committed Revisions
Users collectively spent
1.5 years in the policies module
In September alone:
We have 6 people still using Windows XP
User Statistics
Someone at Elizabethtown used a device with an 8-bit screen to log
into BriteCore.
User Statistics
That’s like an NES
User Statistics
Moving on…
The person who uses BriteCore the most is Laura Kiely.
User Statistics
+ =
User Statistics
During the month of September Laura spent:
User Statistics
156 hours Logged In
User Statistics
11,432Page Visits
User Statistics
Committed 337 Revisions
User Statistics
Searches1,004
User Statistics
Now that’s a POWER user!
#britecon2016
LAURA DESERVES AN AWARD
#britecon2016
Now, back to our problem solving theme…
#britecon2016
We’ve been kicking out all sorts of features to make your job easier and more
efficient.
That way you have more time to focus on other business goals…
like growing your business…
#britecon2016
BRITECORE STATS
#britecon2016
227,853 Insertions
BRITECORE STATS
#britecon2016
146,742 Deletions
BRITECORE STATS
#britecon2016
3,901 Commits
BRITECORE STATS
#britecon2016
4,629 Tests
BRITECORE STATS
#britecon2016
FEATURESTOP TEN
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10#
#britecon2016
SUPPORTUTILITIES
Support Tools
Transfers a book of business from one agency
to another.
Agency Merge Tool
#britecon2016
9#
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NOTIFICATIONSDASHBOARD
Dashboard
Displays important admin notifications with
resolution instructions.
Warning Messages
STOP
#britecon2016
8#
#britecon2016
PAY BY PHONE
PAY BY PHONE
Ability to pay policies by phone and accounted for
inside BriteCore
#britecon2016
7#
#britecon2016
Advanced Porticoe2Value Enhancements
e2Value Improvements
E2Value improvements for Advanced Portico
#britecon2016
6#
#britecon2016
API EXTENSION
API Functions
New API functions to facilitate communication
with third party applications.
Many more are on the way!
#britecon2016
5#
#britecon2016
TEMPLATESCUSTOM
Custom Templatesrender.py
Custom Templates Add New Template Edit Templates
Custom Templatesrender.py
• Reuse Common Elements
• Control Image and Branding
• Replace Existing Screens in BriteCore
Overwrite Stock Deliverables
Allows users to overwrite a stock deliverable using a
custom deliverable.
render.py + overwrite =
#britecon2016
4#
#britecon2016
AMAZON AURORAScalability and Performance
Amazon Aurora
New replication options and clustering improve processing speed and
increase stability.
12 hrs to 3 min!
#britecon2016
3#
#britecon2016
LINES EVALS
LINES EVALS
Lines Evaluations can be added to the rate chain, providing complex logic such as conditions, lookups,
and variables.
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
Display in the Rating Details popup. Any value not assigned to premium
displays in red.
Rating Details
LINES EVALS
Reference Key Dates such as Inception Date and
Effective Date to process items such as claims
credits.
Reference Dates
LINES EVALS
Rounds the output of any step in the rating
process.
round()
LINES EVALS
interpolates premium between defined limit tiers.
interpolate()
LINES EVALS
LINES EVALS
Returns the premium of a line item, property, or list of items.
premium()
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
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2#
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EDUCATION
Justin Cimino Education Director
Dedicated Resource
ONSITE TRAINING
Remote Training
#britecon2016
1#
#britecon2016
INTERFACEPolicies Rewrite and Hot Keys
Reusable UI Components
• KnockOut Components • Reusable Widgets • Included Dependencies
UI Component Library
Header Redesign
Allows old and new pages to use the same header throughout BriteCore.
Hot Keys
Users can now switch easily from any BriteCore page directly to a specific
policy or claim.
Policies & Claims
Policy Wizard
Completely redesigned the process for creating new
policies in BriteCore.
New Policy Wizard
#britecon2016
Notable FeaturesBy Category
#britecon2016
51 SQLA 39 Client Devs 36 Efficiency 27 Support Tools
24 Deliverables 20 DevOps 16 Lines 15 Reports
BRITECORE STATS
#britecon2016
15 Settings 09 Policies 05 Contacts 04 Quoting
04 Security 04 Claims 03 Printing 02 Notes
BRITECORE STATS
#britecon2016
FEATURESBY CATEGORY
#britecon2016
CLIENT DEVS
#britecon2016
Top 10 PRs submitted by Client Devs:
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
9. CLAIMS
Ability to specify to which address a claim check
should be mailed.
Mailing Checks
8. CLAIMS
Display all policies by default to view policies for
all of a contact's producers.
Display All by Default
7. BILLING
Compares the refund amount to the credit balance on a policy and fires warnings.
Refund Amount Validation
6. BILLING
Option to submit sweep queue automatically as
opposed to manually.
Agent Sweeps
5. PAYMENTS
Adds eDatabase vendor, complete with the
implementation of a service passing payment
data to the gateway
Payment Gateway
4. REPORTS
Contains all payments made by all agents within
the office.
Sweep Report
3. BRITEDATA
Includes Export Filename, Commission Accounting, and Agency System Tags
Exporting
2. BRITEDATA
Fix BriteData Concatenate Aggregator
Concatenate Aggregator
1. RATING
Made BriteCore’s rating engine run more quickly
and efficiently.
RENGINE SQL Consolidation
#britecon2016
QUOTING
Agents can upload photos to BriteQuote
from iPhones and iPads
IOS Support
QUOTING
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.
When this setting is selected on an item,
agents must submit the application unbound.
Disallow Submit Bound
QUOTING
Agents can collect an "overpayment" from
insureds when a quote is created by opting to pay an
additional amount.
Allow Down Payments
QUOTING
#britecon2016
CONTACTS
Remove the following contact requirements for additional interests: SSN,
Phone, and DOB
Contact Requirements on Pop-Ups
CONTACTS
“This is so annoying.”
Added the Date of Birth field to the Agent’s Personal Information, so carriers can
use Agent DOB in BriteData.
Agent Role > DOB
CONTACTS
Preventative measure that disallows users to remove
an agency role if the agency has commissions.
Agent Commissions
CONTACTS
#britecon2016
POLICIES
The Policies rewrite was accompanied by several API
additions and corresponding tests.
API Additions & Tests
POLICIES
“Clear” button added to the Accounts Receivable
screen that removes date range entries under
Account History.
Clear Date Range
POLICIES
Migrates policies to a specified billing schedule
upon renewal.
Automatic Billing Schedule Migration
POLICIES
BriteCore issues a warning message when a possible
payment typo is detected.
Intelligent Payments
POLICIES
CSV support for carriers to upload batch commission
payment information.
Commission Uploads
POLICIES
#britecon2016
CLAIMS
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
Further enhancements allow users to add/delete and edit major and minor claims on a given policy.
Edit Major/Minor Claims in Policies
CLAIMS
Can only see their claims and their uploads. Carriers
can also control the visibility of each section of
the Claims.
Independent Adjusters
CLAIMS
New fields were added to BriteCore’s Contacts and
Claims modules for “Police Department”.
Police Department
CLAIMS
#britecon2016
LINES
Added an option for "Not Applicable" in the event that
there are no claims to display.
Years Since Last Claim Made Updates
LINES
Ability to map deductibles when values change over a Lines
Effective Date without triggering Persistent Builder.
Deductible Mapping
LINES
Ability to add an “Age to Default Category to” under the Category
setup box inside Lines.
Default Categories
LINES
Read-only permissions were added to several of the
functions in the lines module.
Read-Only Permissions
LINES
Added a Dividend line item type to BriteCore that rates
off of the previous policy term's total premium.
Dividend Line Item
LINES
Added additional functionality to trigger a
warning pop-up when users leave the Rating Tab.
Submit UnBound Popup
LINES
#britecon2016
SETTINGS
SETTINGS
Custom Deliverables setting prints deliverables when the
policy is not on auto-pay.
Print Deliverables on Non-Autopay
SETTINGS
Splits the "Disallow External Payments when policy is in
CP” setting into:
1. Non-payment
2. Underwriting
Disallow Payments
SETTINGS
Changes the default billing schedule when a previous
billing schedule is deprecated.
Default Billing Schedules
SETTINGS
Changes the cancel_date on the Renewal Invoice for the length of Cancellation
Pending, NP.
Length of Non-Pay on Renewal
SETTINGS
Stops the Confirmation of Cancellation document
from printing when a policy cancels on renewal.
Suppress Confirmation of Cancellation on Renewal
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
SETTINGS
Automatically transfers return premium to the newly
rewritten policy upon rewrite.
Underwriting Cancel Dates Change by Policy Type
SETTINGS
Max used to be -65. We increased this amount to
-90.
Billing Dates Extension
SETTINGS
New Line Items setting allows users to print
conditionally when premium is greater than zero.
Conditional Forms Printing
SETTINGS
Sends a billing statement requesting the amount of unearned premium to the insured upon cancellation.
Cancellation Invoices
#britecon2016
NOTES
Add payment declined notes to BriteCore so
clients can see why the payment failed.
Declined Payments
NOTES
When an action is taken in BriteCore that generates
an email, the email is logged in the Notes tab.
Logging Emails
NOTES
#britecon2016
REPORTS
REPORTS
Now using the prepared Data Frames and written premium matches other
XLS reports
Underwriters Performance Report
REPORTS
Escape unicode characters when building commission
report PDFs.
Commission Reports
REPORTS
Added ability to create and upload Jupyter (Python-
based) reports to BriteCore sites.
Jupyter
#britecon2016
REPORTSBRITEDATA
BRITEDATA
Auto-Clearing Abandoned Reports in DayCron
"Report Status" Screen
Clearing Reports
BRITEDATA
You can now download DataFrames straight from
the UI, and use Excel to manipulate them.
DataFrames
BRITEDATA
• inactive_claims
• policy_payments
New Data Frames:
BRITEDATA
New Quote Data:
• Quoted Annual Premium
• Quoted Written Premium
BRITEDATA
HTTP Access
Download DataFrames and PDFs over standard
http connection.
BRITEDATA
Added inspector name data choice to BriteData
Inspector Name
BRITEDATA
• Certificate of Mailing
• Claims Payments
Converting Older Reports
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
#britecon2016
DELIVERABLES
Ability to preview a custom deliverable using policy /
revision data (saved to attachments).
Previewing Custom Deliverables
DELIVERABLES
Added the ability to create OCR codes for custom
deliverables.
OCR Codes
DELIVERABLES
DELIVERABLES
Show calculation items like "Hurricane Portion of
Premium" on decs
Show Calculation Line Items on Decs
DELIVERABLES
Ability to generate cancellation billing
statement regardless of the account balance (flat).
Cancellation Billing Statement
DELIVERABLES
Added a setting to build an Amended Billing Statement
even when the endorsement lowers the
premium (credit).
Endorsement Billing Statement
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
DELIVERABLES
1. {current_expiration_date} 2. {loss_date} 3. {nonrenew_reason}
System Tags
STOP
DELIVERABLES
Added invoice number to deliverables and tied number to revisions.
Invoice Number
DELIVERABLES
1. Created a “Renewal Reminder Notice" deliverable.
2. On renewal, override "Notice of Cancellation NP" with the "Renewal Reminder Notice”.
Renewal Notice
DELIVERABLES
Adds a description box to the non-renewal popup.
Non-Renewal Description
DELIVERABLES
Splits the initial and renewal invoice and allows them to
be overwritten.
Billing Statements
DELIVERABLES
Made “Legal Paid” data available for custom
deliverables
Legal Paid
SETTINGS
Sends a billing statement requesting the amount of unearned premium to the insured upon cancellation.
Cancellation Invoices
#britecon2016
PRINTING
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
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
#britecon2016
DEVOPS
DEVOPS
Cleaner, simpler notifications from Jenkins
for PR testing.
Notifications
DEVOPS
Installed Jenkins Flake8 for code cleanliness
testing.
Flake8
DEVOPS
Taking screenshots of targeted elements in selenium tests, then uploading them to S3 for Lambda
processing.
Selenium
Using the supercluster to reduce server load during
database backup.
Database Backups
DEVOPS
New AWS-hosted cluster and official library reduces
maintenance load and makes scaling the search
cluster easier.
ElasticSearch
DEVOPS
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)
DEVOPS
• Log durability and search
• Adds premium_records to logging
• Adding JSON format for email.log
CloudWatch Support
• Per-team dashboards
• Easy for all team members to use and customize
• Alerts for Site Performance
DataDog Monitoring
DEVOPS
DEVOPS
• Autoscaling metrics for instances
• Instance boot metrics
• Soft release dashboard for testing
Marshmallow Cloud
DEVOPS
• SSM support to run commands directly on instances
• Aurora support (launching and cloning)
• General UI cleanup / fixes for mobile
Marshmallow Cloud
• New documentation, guides, and videos
• Updated .ova access
• #client-dev channel
• Added elastic search to hosts
Client Dev Updates
DEVOPS
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
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
DEVOPS
Move from Docker Hub to Amazon ECR for speed and
efficiency
Amazon ECR
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
#britecon2016
SECURITY
SECURITY
Enables MFA in BriteCore along with a new Security
tab in Contacts
MFA Enabling
SECURITY
Scans file uploads for malicious content.
Virus Scanning
Scan BriteCore requests for malicious script tags.
XSS Scripting
SECURITY
SECURITY
BriteCore passed the most recent SOC Audit with zero
exceptions.
SOC Audit
Contact: Chastin at [email protected]
#britecon2016
VENDORINTEGRATIONS
INTEGRATIONS
Clients can now outsource their daily print jobs to
Mass Printing!
MASSPRINTING
INTEGRATIONS
Replaced "Gateway error" wording with actual
"Payment Processor Response".
Gateway Error Wording
INTEGRATIONS
Moved selection process for Mutual Boiler Re to
system tagging.
MBR System Tags
INTEGRATIONS
Ability to receive inspection requests internally instead of
sending to Reliable Reports
Manual Inspection
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
INTEGRATIONS
New integration with Lexis Nexis C.L.U.E. reporting for
claim history.
LexisNexis CLUE
INTEGRATIONS
Retrieves credit score reports, applies discount
tiers, and dynamically changes policy rates based
on score values.
LexisNexis National Credit File
INTEGRATIONS
Support added to scan for documents related to
claims. Default attachment folder named "External
Documents"
Google Drive
#britecon2016
VENDOR PRESENTATIONS
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
Vendor Presentations
#britecon2016
PHOTO ACTIVITY
CLIENT HEADSHOTS
We need your help gathering photos. Send your full name, company name,
professional title, and headshot to:
Thank You So Much for Your Help!
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