Contacts
The Contacts module is the database for contact information entered into BriteCore. An individual or organization connected to BriteCore or a BriteCore client can be added as a contact. When…
Adding a claimant
A claimant is an individual or organization that reports the covered loss. The claimant can be a named insured or a third party whose person or property was damaged by…
Adding a carrier
A carrier is an organization that designs and holds insurance policies. Insurance payments are sent to the carrier and in the event of a covered loss, claims payments come from…
Adding a board member (Organization)
A board member is an individual or organization that sits on the board of a BriteCore client. You can add a board member in the Contacts module for informational purposes.…
Adding a board member
A board member is an individual or organization that sits on the board of a BriteCore client. You can add a board member in the Contacts module for informational purposes.…
Adding a FEIN/Tax ID
In the Information tab of an organization contact, you can add the FEIN or Tax ID by using the FEIN/Tax ID box. Add FEIN or Tax ID To add a…
Adding a contact’s position
In the Information tab of an individual contact, you can enter the contact’s employment information, such as the contact’s current position. Add a position To add a position: Select the…
Adding a contact name
Adding the name of the new individual or organization contact is the first section of the Information tab to complete when adding a new contact. Note: By default, BriteCore will…
Contacts Overview
The Contacts module is the database for contact information entered into BriteCore. An individual or organization connected to BriteCore or a BriteCore client can be added as a contact. When…
Adding a contact company
In the Information tab of an individual contact, you can enter the contact’s employment information, such as their employer. Add a company To add a company: Select the Edit link…
