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 an existing contact is added to a policy, claim, organization, or individual, BriteCore will pull the existing contact information and populate the contact fields, for convenience. The Contacts module is accessible to administrators, employees, carriers, and underwriters.

Contacts documentation

• New contact
  • Add a contact company
  • Add a contact name
  • Add a contact’s position
  • Add a FEIN/Tax ID
• Roles
  • Add a board member
  • Add a board member (organization)
  • Add a carrier
  • Add a claimant
• Attachments
• Configuration
• Notes
• Payments
• Security