BriteCon2015 - Intro Presentation

3
USA Map of Clients
40 Clients in 18 States
6 23 40
Number of Clients
2010 2012 2015

5
USA Map of Clients
40 Clients in 18 States
4 10 38
Number of States
2010 2012 2015
+ Canada

6
Writing In
38 states + Canada

7
New 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

8
Recently Live
State National Fire
Century Mutual Insurance Company
Genesee: Standard Fire, Farmowners, BOP

New This Year
IWS Employees
10
Abby
Geo
Sean
James
Brad
Hannah

New This Year
IWS Employees
11
Tyler
Matt
Steven
Will
Thomas

12
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

13
Client Dev Program
Recently Launched
Expand the BriteCore Platform
Build extensions, bolt ons,
integrations, and customized
screens.
Generate Revenue
Pickup funded development from
other carriers to generate revenue.
Customize BriteCore
Developers 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 Issues
Clients are able to solve their own
issues internally without IWS.
Increase Capacity
More developers are contributing
code to the community platform.

14
Client 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

15
Notable PRs
Farmers Fire: Increased Rating Speed
Baldwin Mutual: Print Manager
AFR: Added Claims Supervisor01
02
03

Toggl
Real-Time Tracking
16
Real-Time Tracking
Measures Productivity and Billing
Promotes Efficiency and Organization

Docker
Docker allows you to package an application with all of its
dependencies into a standardized unit for software development.
17
VS

Slack
Real-Time Messaging
18
Team Conversations in Channels
Organize your conversations in open channels
for projects, topics, and teams.
Centralized Location for Messages
Connect all the tools you use to Slack and avoid
all that constant switching between apps.
Search Your Entire Archive
Everything is automatically indexed and archived
so info is at your fingertips whenever you want it.
Goes Wherever You Go
Native apps for iOS and Android, whatever you
do one device is reflected everywhere.

LeanKit
Workflow Application
19
Increases project delivery
success lean practices.
Built for Lean
Helps optimize your
workflow by removing
process waste.
Continuous Improvement
Harnesses preference for
consuming info visually.
Visual Management
Adapts to mirror your
team’s unique process.
Unparalleled Flexibility
Easily scales to support
projects, teams and locations.
Enterprise Scalability
Lean metrics and reports
to measure workflow.
Lean Metrics

Vendor Integrations
New and In Progress
20
Paym
ents
ProClasses
ReportsLossHistory
LexisNexis
Reliable Reports
ISO Protection
Classes
Primoris

BriteStats
2015 Accomplishments
22
Moved Into New Carrier Band
$100m+ DWP

BriteStats
23
Files Changed
1,289

BriteStats
24
94,137
Insertions (+)

BriteStats
25
56,177
Deletions (-)

BriteStats
26
2,127
Integration Tests
+513

BriteStats
27
Unit Tests
3,304
+1,119

BriteStats
28
Automated Test Assertions
5,431

BriteStats
29
468
Policy Type Count

BriteStats
30
$125,000
Recurring Revenue (6 Clients)

BriteStats
31
$2,400,000
Recurring Revenue for All Clients

32
Organized by Type
Features
New

Quoting (9)
Changes Completed in 2015
34
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
2
1
4

Quoting (9)
35
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
7
6
5
9
8

Contacts
37
New Vendor Number / Identification
Number for Contacts > Roles
Termination Improvements Prevent
Terminated Contacts from Logging In
Direct Claim Emails to Specific
Address(es)3
2
1
4
Ability to Store Latitude and Longitude
Coordinates for All Contact Addresses

Contacts
38
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
7
6
5
9
8 Attach Agents to Multiple Agencies

Claims (6)
40
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”
3
2
1
6
5
4

Policies (22)
42
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
2
1
4

Policies (22)
43
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”
7
6
5
10
9
8

Policies (22)
44
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
13
12
11
16
15
14

Policies (22)
45
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
18
17
22
21
20
Hide Green Plus Sign When Out of Line
Items in Builder

Lines (19)
47
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
2
1
4

Lines (19)
48
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
7
6
5
10
9
8

Lines (19)
49
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
13
12
11
16
15
14

Lines (19)
50
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 Renewal19
18
17

Settings (15)
52
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
2
1
4

Settings (15)
53
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
7
6
5
10
9
8

Settings (15)
54
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
13
12
11
15
14

Deliverables (14)
56
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
2
1
4
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 Recipients7
6
5
8

Deliverables (14)
57
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
11
10
9
14
13
12

Attachments (4)
59
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
2
1
4

Notes Rewrite 61
01
02
03
04
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

Security (10)
63
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
2
1
4

Security (10)
64
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
7
6
5
10
9
8

Vendors
66
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
3
2
1
6
5
4

Vendors
67
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
9
8
7
12
11
10

Vendors
68
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
15
14
13
18
17
16

Interface (11)
70
Responsive Design
We migrated all header icons from
graphics to flat icons.
Mobile First
Speeds up loading time, creating a
snappier mobile experience.
Flat Design
Started following the trend so our
software continues to look modern
and icons can be rendered as a font.

Interface (11)
71
Modernize Header Site-Wide
Remove all image files and moved everything to
icon fonts and Made images retina-ready.
Change Pop-ups to Yes / No
Changed BriteCore pop-ups from OK/Cancel to
Yes/No for consistency and usability.
Clarified Oops! Error Messaging
Changed Oops! error message to make it more
clear for when to create a ticket.
Logo Text Overflow
Native apps for iOS and Android, whatever you
do one device is reflected everywhere.
Jack Silver

Interface (11)
72
BriteCore UI Updates
Changes 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 Mobile
Multiple date pickers can be opened.
Jack Silver

Efficiency (24)
74
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)
3
2
1
6
5
4

Efficiency (24)
75
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
9
8
7
12
11
10

Efficiency (24)
76
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
15
14
13
18
17
16

Efficiency (24)
77
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
21
20
19
24
23
22

DevOps (6)
79
Big Mac and DevBrite Tools
MySQL 5.6 Prep for Aurora
Premium Records Building in Parallel
DevBrite

DevOps (6)
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

DevOps (6)
81
Implemented New Celery
Data Frame Cache Purge Upon
Rebuilding
Move Celery to private DNS rather than
public DNS
SuperCluster

DevOps (6)
82
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

DevOps (6)
83
Redis Cache Manager > Pulling Less
from RDS
Chunking Premium Records to Increase
Speed
Implement Docker Development
Environment
Upgrades

DevOps (6)
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

DevOps (6)
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

BriteData
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 Times3
2
1
4

BriteData
88
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
7
6
5
10
9
8

BriteData
89
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
13
12
11
16
15
14

BriteData
90
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
19
18
17
22
21
20

BriteData
91
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
25
24
23
28
27
26

BriteData
92
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
31
30
29
34
33
32

BriteData
93
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
37
36
35
40
39
38

BriteData
94
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
43
42
41
46
45
44

Printing
96
Deployed Titanium Blizzard Print Service
and Replaced Old Printers
Prints Using Any Windows Machine
GUI Printing Interface
Titanium Blizzard

BriteCore Road Map
Queued Features
98
Auto Development
BriteCore UI 3.0
Multi-State Policies
Large Risk Schedules
Public API Version 2
BriteData Expansion

Meet Our Team
IWS Employees
99
CEO & Co-Founder
phil@britecore.com
Phil Reynolds
CIO & Co-Founder
chris@britecore.com
Chris Reynolds
Manager Sales &Support
mark@britecore.com
Mark Hudson
Manager Sales &Support
rob@britecore.com
Rob Ogle

Meet Our Team
IWS Employees
100
Senior Content Analyst
elizabeth@britecore.com
Elizabeth Schuler
Project Manager
justin@britecore.com
Justin Cimino
Senior Account Executive
daniel@britecore.com
Daniel Wilhite
Client Services Specialist
abby@britecore.com
Abby Stegeman

Meet Our Team
IWS Employees
101
Sales & Marketing
chastin@britecore.com
Chastin Reynolds
Content Analyst II
susan@britecore.com
Susan Marker
Executive Assistant
hannah@britecore.com
Hannah Hill
Administrative Assistant
james@britecore.com
James Green

Meet Our Team
IWS Employees
102
Senior Software Engineer
amanda@britecore.com
Amanda Quint
Director of Development
ben@britecore.com
Ben Hayden
Director of Engineering
scott@britecore.com
Scott Blevins
Senior Software Engineer
myles@britecore.com
Myles Loffler

Meet Our Team
IWS Employees
103
Software Engineer II
jacob@britecore.com
Jacob Foster
DevOps Coordinator
matt@britecore.com
Matt Thompson
Junior Software Engineer
geo@britecore.com
Geo Roa
Software Engineer I
brad@britecore.com
Brad Rice

Meet Our Team
IWS Employees
104
Software Engineer Intern
shaffer@britecore.com
Matt Shaffer
lee@britecore.com
Lee Hicks
sean@britecore.com
Sean Porter
Software Engineer I
danielhebrink@britecore.co
m
Daniel Hebrink

Meet Our Team
IWS Employees
105
tyler@britecore.com
Tyler Mey
thomas@britecore.com
Thomas Johns
stephen@britecore.com
Stephen Biston
UI/UX Specialist
will@britecore.com
Will Guldin

BriteCore Vendors
Meet Our Partners
106
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

BriteCore Vendors
Meet Our Partners
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

BriteCon2015 - Intro Presentation

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