BriteCon 2014 - Keynote
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Transcript of BriteCon 2014 - Keynote
PROGRESS2014
The Year In Review
1
PHIL REYNOLDS10/20/2014BRITECONF OPENING
Expanding the BaseOVERVIEW
2
PHIL REYNOLDS
Welcome Three New Clients
Bremen Mutual
Century Mutual
State Na8onal Fire
PHIL REYNOLDS10/20/2014BRITECONF OPENING
Expanding the BaseOVERVIEW
3
PHIL REYNOLDS
Recently Live
Municipal is Fully Live on BriteCore
Safe is Live on BriteCore
Baldwin is Live on BriteCore
McMinn is Live on BriteCore
PHIL REYNOLDS10/20/2014BRITECONF OPENING
Expanding the BaseOVERVIEW
4
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Recently Live
Halifax Moved to BriteQuote
Wausau Moved to BriteQuote
PHIL REYNOLDS10/20/2014BRITECONF OPENING
Notable EventsOVERVIEW
5
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
Notable EventsOVERVIEW
6
PHIL REYNOLDS
BriteNews
SOC 1 Exam
PCI Audit Complete
NAMIC Innova8on Award for Technology
PHIL REYNOLDS10/20/2014BRITECONF OPENING
AWS InfrastructureOVERVIEW
7
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
AWS InfrastructureOVERVIEW
8
PHIL REYNOLDS
Amazon is Featuring BriteCore in PresentaGons!
PHIL REYNOLDS10/20/2014BRITECONF OPENING
SoIwareOVERVIEW
9
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Code Changes
642 Pull Requests
979 Files Changed
139,458 Inser8ons (+), 183,559 dele8ons (-‐)
178 New Notable Features Added
PHIL REYNOLDS10/20/2014BRITECONF OPENING
SoIwareOVERVIEW
10
PHIL REYNOLDS
TesGng
3,062 Unique Test Asser8ons
1,126 Jenkins Builds
728 Sparkles / 398 Failures (Bugs Prevented)
Oops! Tickets Con8nue to Decline
PHIL REYNOLDS10/20/2014BRITECONF OPENING
Incoming Oops!OVERVIEW
11
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020406080
100120140160180
1/13/2014 3/3/2014 4/21/2014 6/9/2014 7/28/2014 9/15/2014
IncomingTrendQuestions
145 : 85
40% Decline
20 Questions
PHIL REYNOLDS10/20/2014BRITECONF OPENING
12
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NEW FEATURES
PHIL REYNOLDS10/20/2014BRITECONF OPENING
13
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TOP 10
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#10
14
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TOP 10
10. Import Imaging to Aeachments
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#10
15
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TOP 10
Insurance Administration System
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#9
16
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TOP 10
9. Insured Leeer
PHIL REYNOLDS10/20/2014BRITECONF OPENING
9. Insured LePer
17
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TOP 10
Custom Formafng
Input Fields
Automa8cally Prints
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#8
18
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TOP 10
8. Custom Deliverables
PHIL REYNOLDS10/20/2014BRITECONF OPENING
8. Custom Deliverables
19
PHIL REYNOLDS
TOP 10
PHIL REYNOLDS10/20/2014BRITECONF OPENING
8. Custom Deliverables
20
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TOP 10
100% Custom Formafng
User Editable
Import Data
Style with HTML / CSS
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#7
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TOP 10
7. Elas8c Search
PHIL REYNOLDS10/20/2014BRITECONF OPENING
7. ElasGc Search
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TOP 10
PHIL REYNOLDS10/20/2014BRITECONF OPENING
7. ElasGc Search
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TOP 10
17 Seconds
15 mSeconds
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#6
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TOP 10
6. Agency Experience Report
PHIL REYNOLDS10/20/2014BRITECONF OPENING
6. Agency Experience
25
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TOP 10Gerald Blalock626-A West Main Street
Burnsville NC 28714
Policy Count Written Premium
Line Of Business Inforce New Canceled New Renewal Endorsed Canceled Total EarnedFarmowners 56 0 0 0.00 4,559.00 0.00 0.00 4,559.00 3,637.96Homeowners 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 43.40Dwelling 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 LossesIncurred
Total LAEIncurred YTD Claims Loss Ratio Beginning Ending
Farmowners 0.00 0.00 0.00 0.00 0 0.00% 0.00 0.00Homeowners 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 0.00Dwelling 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
Carolina Farmers Mutual Insurance CompanyAgency Experience Report
Aug 1, 2014 - Aug 31, 2014
Test Agent1234 Test Address One per Agency
Automa8c
Flex Loss Ra8o
Heavily Veeed
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#5
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TOP 10
5. New Secure Checkout
PHIL REYNOLDS10/20/2014BRITECONF OPENING
5. New Secure Checkout
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PHIL REYNOLDS
TOP 10
Faster
Verified
Responsive
New Features
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#4
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PHIL REYNOLDS
TOP 10
4. Underwri8ng Rules
PHIL REYNOLDS10/20/2014BRITECONF OPENING
4. UnderwriGng Rules
29
PHIL REYNOLDS
TOP 10
Triggers
Effects
Control
Simplicity
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#3
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TOP 10
3. Agents Quote and Submit Endorsements
PHIL REYNOLDS10/20/2014BRITECONF OPENING
3. Quote and Submit Endorsements
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PHIL REYNOLDS
TOP 10
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#2
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TOP 10
2. Aeachments Rewrite
PHIL REYNOLDS10/20/2014BRITECONF OPENING
2. APachments Rewrite
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PHIL REYNOLDS
TOP 10
PHIL REYNOLDS10/20/2014BRITECONF OPENING
#1
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PHIL REYNOLDS
TOP 10
1. BriteData Repor8ng
PHIL REYNOLDS10/20/2014BRITECONF OPENING
1. BriteData
35
PHIL REYNOLDS
TOP 10
PHIL REYNOLDS10/20/2014BRITECONF OPENING
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IN PRODUCTION
PHIL REYNOLDS10/20/2014BRITECONF OPENING
168 AddiGonal FeaturesIN PRODUCTION
37
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BriteQuote -‐ 25
Reports -‐ 29
Vendors -‐ 13
Claims -‐ 9
Lines -‐ 17
Policy Admin -‐ 17
Billing -‐ 12
Contacts -‐ 5
Deliverables -‐ 11
Infrastructure -‐ 12
PHIL REYNOLDS10/20/2014BRITECONF OPENING
25 FeaturesBRITEQUOTE
38
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
11 FeaturesDELIVERABLES
39
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
25 FeaturesBRITEQUOTE
40
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
25 FeaturesBRITEQUOTE
41
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
25 FeaturesBRITEQUOTE
42
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (29 Pre BriteData)REPORTS
43
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (29 Pre BriteData)REPORTS
44
PHIL REYNOLDS
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”
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (29 Pre BriteData)REPORTS
45
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (29 Pre BriteData)REPORTS
46
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (29 Pre BriteData)REPORTS
47
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (29 Pre BriteData)REPORTS
48
PHIL REYNOLDS
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.
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (18 BriteData)REPORTS
49
PHIL REYNOLDS
8/14/14 | Genesee | Landlord Policies by Zip
8/14/14 | GLM | Audit for HO Policies in Muskegon
8/26/14 | GLM | Audit for Policies in Dearborn
8/26/14 | GLM | Audit for Vacant Policies
9/02/14 | ETMIC | Axiom Report
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (18 BriteData)REPORTS
50
PHIL REYNOLDS
9/02/14 | CFMIC | Axiom Report
9/03/14 | Municipal | Claims Payment Breakout 5/14/14
9/04/14 | GLM | Audit Over $125K in Dwelling Coverage
9/12/14 | NW | Axiom Report
9/12/14 | FMTN | TIV with County and Zip
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (18 BriteData)REPORTS
51
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
47 Total (18 BriteData)REPORTS
52
PHIL REYNOLDS
9/29/14 | Wausau | Inspec8on Report
10/7/14 | Eastern | CAT Report
10/15/14 | Leatherstocking | Policy Limits Profile
PHIL REYNOLDS10/20/2014BRITECONF OPENING
13 FeaturesVENDORS
53
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
13 FeaturesVENDORS
54
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
13 FeaturesVENDORS
55
PHIL REYNOLDS
24823: ISO A-‐Plus > Clients Define Policy Type Flags
24888: Emailed NxTech Daily Transac8on Report
25017: Add Premium Basis Categories to NxTech XML
PHIL REYNOLDS10/20/2014BRITECONF OPENING
8 FeaturesCLAIMS
56
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
8 FeaturesCLAIMS
57
PHIL REYNOLDS
23201: Reserve Total and Remaining Added to Accoun8ng
25004: Insured and Adjuster Columns in Search Results
25004: Blank Search Sorts by Date Descending
PHIL REYNOLDS10/20/2014BRITECONF OPENING
17 FeaturesLINES
58
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
17 FeaturesLINES
59
PHIL REYNOLDS
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)
PHIL REYNOLDS10/20/2014BRITECONF OPENING
17 FeaturesLINES
60
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
17 FeaturesLINES
61
PHIL REYNOLDS
25980: Underwri8ng Rule ANDs in Triggers
26155: Limit Chosen from List Allowed with Schedules
PHIL REYNOLDS10/20/2014BRITECONF OPENING
17 FeaturesPOLICY ADMIN
62
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
17 FeaturesPOLICY ADMIN
63
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
17 FeaturesPOLICY ADMIN
64
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
17 FeaturesPOLICY ADMIN
65
PHIL REYNOLDS
26930: Separate Admin Alerts for Apps & Endorsements
24939: Admin Alert for DayCron Report
PHIL REYNOLDS10/20/2014BRITECONF OPENING
12 FeaturesBILLING
66
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
12 FeaturesBILLING
67
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
12 FeaturesBILLING
68
PHIL REYNOLDS
24123: Show System Fees in Individual PreAuths.
27001: New Write-‐Off Popup
PHIL REYNOLDS10/20/2014BRITECONF OPENING
5 FeaturesCONTACTS
69
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
5 FeaturesDELIVERABLES
70
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
5 FeaturesDELIVERABLES
71
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
5 FeaturesDELIVERABLES
72
PHIL REYNOLDS
24939: Sefng for Supp. Ques8on Group Titles on Dec
PHIL REYNOLDS10/20/2014BRITECONF OPENING
12 FeaturesINFRASTRUCTURE
73
PHIL REYNOLDS
18604: BritePrint
21767: Upgrade Bootstrap CSS Framework
23243: Back up MySQL to S3
23507: Agency Daily Summary Email
23665: Knockout / Bootstrap Consistency
PHIL REYNOLDS10/20/2014BRITECONF OPENING
12 FeaturesINFRASTRUCTURE
74
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
12 FeaturesINFRASTRUCTURE
75
PHIL REYNOLDS
26421: Added Selec8ze for UW Rules and BriteData
27199: Repor8ng Supercluster
PHIL REYNOLDS10/20/2014BRITECONF OPENING
76
PHIL REYNOLDS
IN TESTING
PHIL REYNOLDS10/20/2014BRITECONF OPENING
21 + BriteData FeaturesIN TESTING
77
PHIL REYNOLDS
BriteQuote -‐ 4
Reports -‐ BriteData
Vendors -‐ 3
Claims -‐ 3
Lines -‐ 3
Policy Admin -‐ 4
Billing -‐ 1
Contacts -‐ 1
Deliverables -‐ 1
Infrastructure -‐ 1
PHIL REYNOLDS10/20/2014BRITECONF OPENING
4 Features in TesGngBRITEQUOTE
78
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
BriteData in TesGngREPORTS
79
PHIL REYNOLDS
Over 25 New BriteData Reports During Tes8ng
Hundreds More Coming this Year
PHIL REYNOLDS10/20/2014BRITECONF OPENING
3 Features in TesGngVENDORS
80
PHIL REYNOLDS
17781: Automa8cally Generate Monthly MBR Records
23223: Separate “Adjus8ng" Account in GL Export
23283: ISO Protec8on Class Lookups
PHIL REYNOLDS10/20/2014BRITECONF OPENING
3 Features in TesGngCLAIMS
81
PHIL REYNOLDS
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
PHIL REYNOLDS10/20/2014BRITECONF OPENING
3 Features in TesGngLINES
82
PHIL REYNOLDS
23441: Default Expanded
26646: Sefng for Years Auer Incep8on a Claim Should
Calculate on Loss Free
27056: Allow Underwri8ng Rules for Mul8ples
PHIL REYNOLDS10/20/2014BRITECONF OPENING
3 Features in TesGngPOLICY ADMIN
83
PHIL REYNOLDS
20908: Show Hidden Line Items in Persistent Builder
23265: Cancel Back to Due Date, but Don’t Cancel Flat
25210: Speed Up Loading Builder
PHIL REYNOLDS10/20/2014BRITECONF OPENING
1 Feature in TesGngBILLING
84
PHIL REYNOLDS
23342: Combine RP for 2 Term Cancella8ons
15713: Credits and Debits Across Terms (Part 1) **
PHIL REYNOLDS10/20/2014BRITECONF OPENING
Credits and Debits Part 1BILLING
85
PHIL REYNOLDS
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!
PHIL REYNOLDS10/20/2014BRITECONF OPENING
1 Feature in TesGngCONTACTS
86
PHIL REYNOLDS
26463: Warning When Changing Contact Informa8on
That Impacts Mul8ple Policies
PHIL REYNOLDS10/20/2014BRITECONF OPENING
1 Feature in TesGngDELIVERABLES
87
PHIL REYNOLDS
26155: Move Scheduled Items to Ra8ng Info on Dec
PHIL REYNOLDS10/20/2014BRITECONF OPENING
1 Feature in TesGngINFRASTRUCTURE
88
PHIL REYNOLDS
25741: Vendors Tags Ported to System Tags
PHIL REYNOLDS10/20/2014BRITECONF OPENING
IntroducGonVENDORS
89
PHIL REYNOLDS
Debbie Wagner -‐ E2 Value
Mike Ling -‐ JMI Reports
Karl Lauritzen and Phil Roach -‐ Integ
Jeff Clevinger -‐ Booke
Andrew Lanphere -‐ NAMIC Insurance Solu8ons
PHIL REYNOLDS10/20/2014BRITECONF OPENING
IntroducGonVENDORS
90
PHIL REYNOLDS
Art Meadows -‐ InsVista
Art Meadows -‐ HSB
JMI REPORTSThank you
Refreshment Break Back in 15 min!
91