Add a line item to an existing policy type

In the classic Lines module, you can add a line item to any of the existing policy types.

To add a new line item to an existing policy type:

  1. In the BriteCore menu, select Lines.
  2. On the Effective Dates screen, select the applicable effective date.
  3. On the Policy Types screen, complete the following steps:
    1. In the Select State or Province dropdown list, select the applicable state or province.
    2. Navigate to the applicable Line, and then, next to the policy type you want to add a line item to, select the edit icon .
  4. On the Details screen, under Setup, in the Primary Exposures section, select Add Line Items .
  5. In the Edit Line Item dialog box, complete the following steps:
    1. In the Line Item Name box, type the name of the line item.
    2. To set up the line item, select Setup, and then select the applicable options.

      Note: If you select Line item has a rate and/or deductible, the Rating section appears below the Setup section.

    3. To set up your Rate Chain, select Rating, and then build your Rate Chain.
    4. To add supplemental questions, select Supplemental Questions.
  6. When you’re finished setting up the line item, scroll to the bottom of the screen, and then select Save.