Add an item to a risk type

In BriteLines, you can add items to risk types.

You can add three types of items:

  • Coverages
  • Fees
  • Endorsements

Note: If you add an endorsement, you will need to select all of the associated coverages.

You can choose one of three ways to have an item appear to users:

  • Mandatory: A mandatory item is always selected and can’t be removed.
  • Default: A default item will automatically be selected, but a user can choose to unselect it.
  • Optional: An optional item is unselected by default, but a user can choose to select it.

Add an item

To add an item to a risk type:

  1. In the BriteCore menu, select Lines.
  2. In the Lines of Business list, select the applicable line of business.
  3. On the Line Overview screen, in the Products menu, navigate to and select the applicable product.
  4. On the Product Overview screen, in the Risk Types section, select the risk type you want to add an item to.
  5. In the Items section, in the Items list, select Add Item.
  6. On the Create Item screen, complete the following steps:
    1. In the Label box, type the label of the item.

      Note: The item Reference Name will automatically populate based on the Label, but you can change it if you want.

    2. In the Reference Name box, type the reference name of the item.
    3. Under Presence, select either Mandatory, Default, or Optional.
    4. Under Type, select either Coverage, Fee, or Endorsement.

      Note: If you select Endorsement, in the Associated Items dropdown list, select all of the coverages the item endorses.

    5. Select Create Item.
  7. On the Edit Item screen, under Coverage calculations, complete the following steps:
    1. Under Variables, select Add Variable.
    2. In the Reference Name box, type the reference name of the variable, and then, in the Calculation box, type a calculation.
    3. In the Premium box, type a calculation.
  8. Select Save Changes.

You have successfully added an item.