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Page 1: BriteCon2015 - Intro Presentation
Page 2: BriteCon2015 - Intro Presentation

2

BriteCore Clients

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3USA Map of Clients

40 Clients in 18 States

6 23 40

Number of Clients

2010 2012 2015

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4

40 Clientsin 18 states

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5USA Map of Clients

40 Clients in 18 States

4 10 38

Number of States

2010 2012 2015

+ Canada

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6

Writing In38 states + Canada

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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

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New This YearIWS Employees

10

AbbyGeo

SeanJames

Brad

Hannah

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New This YearIWS Employees

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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

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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.

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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 BriteCore’s source code.

Community Source Code

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15

Notable PRsFarmers Fire: Increased Rating Speed

Baldwin Mutual: Print Manager

AFR: Added Claims Supervisor01

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TogglReal-Time Tracking

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Real-Time Tracking

Measures Productivity and Billing

Promotes Efficiency and Organization

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DockerDocker allows you to package an application with all of its

dependencies into a standardized unit for software development.

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VS

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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.

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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 team’s unique process.

Unparalleled FlexibilityEasily scales to support

projects, teams and locations.

Enterprise ScalabilityLean metrics and reports

to measure workflow.

Lean Metrics

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Vendor IntegrationsNew and In Progress

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Payments Pro ClassesReports

Loss HistoryLexisNexisReliable Reports

ISO Protection Classes

Primoris

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Notable Stats

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BriteStats2015 Accomplishments

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Moved Into New Carrier Band

$100m+ DWP

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BriteStats2015 Accomplishments

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Files Changed

1,289

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BriteStats2015 Accomplishments

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94,137Insertions (+)

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BriteStats2015 Accomplishments

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56,177Deletions (-)

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BriteStats2015 Accomplishments

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2,127Integration Tests

+513

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BriteStats2015 Accomplishments

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Unit Tests

3,304+1,119

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BriteStats2015 Accomplishments

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Automated Test Assertions

5,431

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BriteStats2015 Accomplishments

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468Policy Type Count

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BriteStats2015 Accomplishments

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$125,000Recurring Revenue (6 Clients)

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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

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Quoting (9)Changes Completed in 2015

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Ability to set BriteQuote’s 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

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1

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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

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ContactsNew Features

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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

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Ability to Store Latitude and Longitude Coordinates for All Contact Addresses

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ContactsChanges Completed in 2015

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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

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8 Attach Agents to Multiple Agencies

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ClaimsNew Features

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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”

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PoliciesNew Features

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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

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1

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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”

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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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Policies (22)Changes Completed in 2015

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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

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Hide Green Plus Sign When Out of Line Items in Builder

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LinesNew Features

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Lines (19)Changes Completed in 2015

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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

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Lines (19)Changes Completed in 2015

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Line Item Category Modifications Now Update UW Rules

Remove Leading Whitespace for Category Options

Add an Option for Categories to Be Completely Hidden from BriteQuote

Do Not Display Items without Information Under Rating on Dec

Prevent Infinite Loops in Underwriting Rules

Add State Abbreviation to Policy Type Dropdown in Underwriting Rules

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Lines (19)Changes Completed in 2015

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Added System Tag Interface to Line Item Page

Ability to Hide / Show Builder Items Even When in Conflict with PB

Updated Page Display When Sorting by Sub-Line Column in System Tags

Updated Line Item Display on Decs for Consistency

Updated Text in Lines to Improve Consistency

Loss Payee Improvements: Decs, Dropdown in Builder, Number in Lines

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Lines (19)Changes Completed in 2015

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Added Drag and Drop Rate Chain Sorting to Lines Interface

Hide Schedules When Status of an Unsubmitted Policy is Quote

Do Not Automatically Drop Mandatory Coverages on Renewal 19

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SettingsNew Features

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Settings (15)Changes Completed in 2015

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Vendor Tag Rewrite > Converted to Search-Based System Tagging

Refactored BriteCore Permissions Using Specific Page URLs

Require Permission Before Pulling Credit Score (Warning Popup)

Extended System Tags to Policies, Claims, and Contacts3

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Settings (15)Changes Completed in 2015

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iiX Credit Report Logic Warns Users When to Pull New Report

Ability to Receive Copies of Emails Sent to Agencies

Ability for Carriers to Never Cancel a Policy Flat in BriteCore

Ability for Carriers to Restrict Business by Zip Code

New Initial Payment Exclusion Requires Manual Payment Reason

Ability for Carriers to Restrict Business by County

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Settings (15)Changes Completed in 2015

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Ability to Disallow Mid-Term Billing Schedule Changes

Ability to Limit Billing Schedules by Policy State

Making Mortgagee Types a Setting to Increase Flexibility

Permission to Hide Loss History Button From Agents

Added New Email Type to Admin Alerts Setting to CC Emails to Agents that Contain Deliverable Attachments

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DeliverablesNew Features

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Deliverables (14)Changes Completed in 2015

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Added Loss Payee Addresses to Declarations

Show Scheduled Items Under the Rating Section

Adverse Action Notification Required

Added System Tags to Custom Deliverables > Jinja Templates3

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Added Loss Amount and Loss Cause to the Policy Application Deliverable

Ability to Customize Policy Wide Section of Declarations

Items on Decs Now Display in the Same Order as Lines

Insurance Notification: Allow Jinja Custom Docs to See Recipients 7

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Deliverables (14)Changes Completed in 2015

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Split Notice of Cancellation and Refusal to Renew into 2 deliverables

Add Policy Wide Section to Declarations

Hide Print with Renewal and Print with Dec Options for Claims Deliverable

New Custom Deliverable and Dec Printing Options (Initial / Renewal)

Enhance Custom Deliverable Input Through Jinja

Prevent Certain Items from Printing in Rating Information Section

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AttachmentsNew Features

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Attachments (4)Changes Completed in 2015

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Automatically download Reliable Reports' Inspection PDFs to BriteCore

Separate Deliverables by Recipient then Group by Type

Display Attachment Dates Added in Local Time

Mark future invoices as deleted when a policy is canceled3

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NotesNew Features

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Notes Rewrite61

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Selectize Email Searching Updated search capabilities and auto-fills email addresses from Contacts for alerts.

Inline Editing Creating and editing notes will no longer generate a separate window. Users will type directly in the note.

Infinity Scrolling Loads the next set of notes automatically when users approach the end of the page.

Knockout JS Updated, user-friendly interface elements.

New Notes Screen

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SecurityNew Features

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Security (10)Changes Completed in 2015

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Moved to IAM Roles (No Longer Using Login Keys)

Moved BriteCore to a Virtual Private Cloud (VPC)

More In-Depth SOC Audit with No Exceptions Noted for Audit Period

Maintaining an A+ Rating with Qualsys SSL Labs Testing3

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Security (10)Changes Completed in 2015

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Now Logging User and Remote IP Upon Logging into the System

Enabled Encryption in All Places of BriteCore That Deal with S3

Enhance Authentication and Logging to the Shell (Internal)

Ability to Obfuscate Data Script For Demo S’Mores (Internal)

Multi-Factor Authentication for BriteCore and All Internal Tools

Cycling Default britecore.cfg Credentials to Mitigate Risks

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VendorsNew Features

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VendorsChanges Completed in 2015

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Completed New File Layout for InsVista

Generate Mutual Boiler Re CSV Files Automatically

Integrated Microsoft Dynamics Commissions XML

Integrated MS Dynamics Claim Payments XML

LexisNexis Integrations

Halifax Protection Class Conversion

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VendorsChanges Completed in 2015

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NxTech Move to SuperCluster for Easy Moving of Reports

Created a Tool to Update Protection Classes > Fire Districts

Created MBR Vendor Shell Tool to Generate Files

Added NxTech Leader Upload Setting

Add Shell Tool to Generate HSB Files

Updated ISO File > Up to S3 From Shell

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VendorsChanges Completed in 2015

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Update Nxtech to Send Files via SuperCluster

Update NxTech Upload File Using EIP

Enforce A-Plus Data Requirements by Filtering Claims Data

Exclude 'Do Not Print or Email' Files From ImageRight

Built Nxtech CLI Tool

Added New Vendor Shell Tool for ImageRight

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InterfaceNew Features

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Interface (11)Changes Completed in 2015

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Responsive DesignWe migrated all header icons from graphics to flat icons.

Mobile FirstSpeeds up loading time, creating a snappier mobile experience.

Flat DesignStarted following the trend so our software continues to look modern and icons can be rendered as a font.

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Interface (11)Changes Completed in 2015

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Modernize Header Site-WideRemove all image files and moved everything to

icon fonts and Made images retina-ready.

Change Pop-ups to Yes / NoChanged BriteCore pop-ups from OK/Cancel to

Yes/No for consistency and usability.

Clarified Oops! Error MessagingChanged Oops! error message to make it more

clear for when to create a ticket.

Logo Text OverflowNative apps for iOS and Android, whatever you

do one device is reflected everywhere.

Jack Silver

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Interface (11)Changes Completed in 2015

72

BriteCore UI UpdatesChanges to global CSS components to improve

mobile viewing of BriteCore.

Knockout Extensions Extends the current KO example to be a hub for

all extensions, bindings, and validations.

Datepicker For MobileMultiple date pickers can be opened.

Jack Silver

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EfficiencyNew Features

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Efficiency (24)Changes Completed in 2015

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Move PR tool from Trac to Leankit

Replaced RDS Geography Source with DSTK Source

Testing Code Overhaul for Jenkins and Docker

Increasing Page Speed - Step 1

Added Passthrough to View Attachments in S'Mores

Created Super-Admin Flag for Non IWS Employees (Client Devs)

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Efficiency (24)Changes Completed in 2015

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JWT Authentication for New Frontend / Others Can Use Token for API Calls

Adding Setproctitle for Gunicorn Worker Names

Created New API Calls in BriteCore for Print Software

Updates to Tests to Mitigate Points of Failure in BriteCore

Script to Troubleshoot Decs that Need to Be Updated

copy-db Improvements

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Efficiency (24)Changes Completed in 2015

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Added Contacts API Functions for BriteCore

Added make_new_revision to Policy Shell for Larger Revisions

Replace Data Integrity Project with System Tests

New Column for Categories Increases Efficiency for Multiple URL Overrides

Made Database Copying Platform Universal > bootstrap.py for S'mores.

Add System Tag Inputs to Popup Refactor SystemTags js for Reuse

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Efficiency (24)Changes Completed in 2015

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Added New Tests for Accounts Receivable Currently Due

Added New Tests for Accounts Receivable Currently Due

Upgrade Knockout to 3.3.0

Default Authorized By on OOPs so Clients Can Comment

Wipe dir if PR > Help Testing Environment Stay Built

Archive Premium Records > Reduce the Overall Size Dramatically

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DevOpsNew Features

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DevOps (6)Changes Completed in 2015

79

Big Mac and DevBrite Tools

MySQL 5.6 Prep for Aurora

Premium Records Building in Parallel

DevBrite

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DevOps (6)Changes Completed in 2015

80

Added a Nightly DF Cache Build into Daycron & Monthcron

Updated get_df_cache to Support gzipped Multi CSV

Data Frame Generation and Retrieval from S3

SuperCluster

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DevOps (6)Changes Completed in 2015

81

Implemented New Celery

Data Frame Cache Purge Upon Rebuilding

Move Celery to private DNS rather than public DNS

SuperCluster

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DevOps (6)Changes Completed in 2015

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Upgraded to Ubuntu 14.04 LTS on all BriteCore servers

BriteData now streaming information directly from S3 for better performance

Converted internal services from Puppet to Salt - BriteCore servers coming soon

Upgrades

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DevOps (6)Changes Completed in 2015

83

Redis Cache Manager > Pulling Less from RDS

Chunking Premium Records to Increase Speed

Implement Docker Development Environment

Upgrades

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DevOps (6)Changes Completed in 2015

84

DevOps SuperCluster Cloud Watch Logging

Use Gulp to minify Static Files to Reduce Bandwidth & Number of Requests

Upgrade Pandas Version from 0.12 to 0.15 to 0.16.1

Upgrades

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DevOps (6)Changes Completed in 2015

85

Improve PIP > Speeds up builds from 40 minutes to about 1 minute

Merge Monthcron into Daycron

Docker Webserver Updates & Config Settings to Use Less Memory

Upgrades

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BriteDataNew Features

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BriteDataChanges Completed in 2015

87

“Design the Template” tab for Custom Reports

Prepared Data Frame for Accounting Data > Account Balance Report

Report Sharing, Click to Add Data, and Policyholder Data Added

Enhanced Date Filters, Snipets, Text Editor, Help, and Auto-Run Times 3

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BriteDataChanges Completed in 2015

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Added Ability to Target a Column in the Conditional Fill

Automatically Save Progress on a Report Every 60 Seconds

Set the Default of the Report Type to XLS and Fixed Boolean Types

Added Validation to the Report Name to Ensure Reports Run Correctly

Options to Run With Month-End Jobs, Copy Reports, Lock Reports

BriteData Now Has Its Own Tab and Displays Only when BriteData is On

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BriteDataChanges Completed in 2015

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Run "Point-In-Time" Item-Level Reports as of Today

Ability to Order Custom Reports By Name with Unique Name Enforcement

Removed All references to Dual Masthead Report, Replaced BriteData

Added the Ability to Hide Item Questions and Computed Columns

Guaranteed Type Casting on Producer/Agency Number & Commission Rate

Ability to Download/Upload Reports and Combine Fill with Value or olumn on Conditional Fills

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BriteDataChanges Completed in 2015

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Expand BriteData Auto-Run Times, Files Types, and Templating

Adding New Columns with Ability to Pull Agency Data as a Factless-Table

BriteData Enhancements for Outbound Vendors with Exports Options

Available Report Types: XLS, CSV, PDF, HTML, TXT, and XML

Created New Underwriters Performance Report Using BriteData

Include Item Info in Claims DF with Ability to Group Claim Payments by Items

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BriteDataChanges Completed in 2015

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Created BriteData Mapping Rule and Fields

Removed Data Warehouse and Custom Queries from Interface

Added Date Filter Rules with Computed Date Columns

Omit 'Pending, Unsubmitted' Status for Open Loss & Claims by Loss Reports

Ensured One Click on 'Email Report' Button to Reduce Duplicates

Added Agency Number to Commission Statements

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BriteDataChanges Completed in 2015

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Created a Tool for Detecting Old / Unused xls.py Reports

Open “All Policyholders” and Credit Report Data to BriteData

Updated Payoff Amounts Report > Target Columns in Filters

Enhancements to Aged Accounts Receivable Reports

Stand Alone DF Building > Opens Up Concurrent DF Builds

Added a Field to BriteData That Allows the User to Define a Constant Start Date

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BriteDataChanges Completed in 2015

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Excluded "Closed, Reinsurance Recovery" from Open Loss Report

Renamed coverageId and lineItemId in Losses Incurred for Consistency

Link Policies to Credit Report to concatenate Policy Numbers on Group By

Ordered Agency Experience by Line Name

Premium Written Over A Date Range Excludes Policy Status of Archived

Improved Credits on Canceled Policies customizable through BriteData

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BriteDataChanges Completed in 2015

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Non Pay Balance on Policies > status and the amount due

Hartford Steam Boiler Report for Eastern (BriteData)

Moved United Frontier’s Reports to BriteData

Spriska Report > Needed Columns Added Using BriteData

CFM > Inforce Report Different From One Day to Next

FC Contingent Commissions > Add Multiple Date-Ranges for Data Selection

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PrintingNew Features

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PrintingChanges Completed in 2015

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Deployed Titanium Blizzard Print Service and Replaced Old Printers

Prints Using Any Windows Machine

GUI Printing Interface

Titanium Blizzard

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Road MapQueued Features

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BriteCore Road MapQueued Features

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Auto Development

BriteCore UI 3.0

Multi-State Policies

Large Risk Schedules

Public API Version 2

BriteData Expansion

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Meet Our TeamIWS Employees

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CEO & Co-Founder [email protected]

Phil Reynolds

CIO & Co-Founder [email protected]

Chris Reynolds

Manager Sales &Support [email protected]

Mark Hudson

Manager Sales &Support [email protected]

Rob Ogle

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Meet Our TeamIWS Employees

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Senior Content Analyst [email protected]

Elizabeth Schuler

Project Manager [email protected]

Justin Cimino

Senior Account Executive [email protected]

Daniel Wilhite

Client Services Specialist [email protected]

Abby Stegeman

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Meet Our TeamIWS Employees

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Sales & Marketing [email protected]

Chastin Reynolds

Content Analyst II [email protected]

Susan Marker

Executive Assistant [email protected]

Hannah Hill

Administrative Assistant [email protected]

James Green

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Meet Our TeamIWS Employees

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Senior Software Engineer [email protected]

Amanda Quint

Director of Development [email protected]

Ben Hayden

Director of Engineering [email protected]

Scott Blevins

Senior Software Engineer [email protected]

Myles Loffler

Page 103: BriteCon2015 - Intro Presentation

Meet Our TeamIWS Employees

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Software Engineer II [email protected]

Jacob Foster

DevOps Coordinator [email protected]

Matt Thompson

Junior Software Engineer [email protected]

Geo Roa

Software Engineer I [email protected]

Brad Rice

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Meet Our TeamIWS Employees

104

Software Engineer Intern [email protected]

Matt Shaffer

Software Engineer II [email protected]

Lee Hicks

Junior Software Engineer [email protected]

Sean Porter

Software Engineer I [email protected]

m

Daniel Hebrink

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Meet Our TeamIWS Employees

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Software Engineer II [email protected]

Tyler Mey

Junior Software Engineer [email protected]

Thomas Johns

Junior Software Engineer [email protected]

Stephen Biston

UI/UX Specialist [email protected]

Will Guldin

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Merlinos

Offers products to assist with asset valuations for the insurance industry.

e2Value

Offers products to assist with asset valuations for the insurance industry.

Towers Watson

Single platform to unify upload, download, legacy

back-end systems.

SS&C

SS&C has integrated a cloud-based general ledger

and financial reporting system with Britecore.

01 02 03 04

MSO**

Offers a full line of flexible property and casualty products and services.

MIB**

Providing over 80 years of inspection services to the

insurance industry

Mutual Boiler Re

A premier provider of equipment breakdown

product offerings.

Primoris

Offers a flexible, configurable, and robust

payment processing solution.

05 06 07 08

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107

MassPrinting

Provide simple print solutions with innovative

technology.

Shelter Re

Specializes in Excess-of-loss treaties, Quota share treaties, and Surplus

treaties.

InsVista

An electronic notifications solution provide for property casualty

insurance.

NWS

Specialize in web design for the insurance industry.

09 10 11 12

Beach Re

Independent reinsurance broker servicing the needs

of the property and casualty insurance industry.

13

Thank You!

HSB | Munich Re

A specialty reinsurer/insurer and provider of risk

14

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SESSION BREAK 15 minutes