Add primary exposure line items

When updating a policy, you can add coverages, adjustments, non-ratables, and fees to primary exposures (Section 1 – property). To do this, you need to add line items to a primary exposure listed on the policy.

Note: If you try to add a line item to a committed policy, you will receive an error message. To add a line item to a committed policy, create a new revision.

To add primary exposure line items:

  1. In the BriteCore menu, select Policies.
  2. On the Policies List screen, navigate to the policy you want to add a property line item to, and then select its policy number.
  3. On the Revisions screen, next to Revision, select New.
  4. In the New Revision dialog box, in the Revision Date (MM/DD/YYYY) boxes, type the revision date, and then select Done.
  5. Select the Builder tab.

Note: Depending on your screen size, you may need to scroll down to locate the tab.

  1. In the Primary Exposures section, locate the item you want to add a line item to, and then select the Add Line Items to Property icon Add icon.
  2. In the Select Line Items dialog box, select the Show dropdown list, and then select the type of line item you want to add.
  3. In the results list, select one or more line items, and then select Done.
  4. In the Property Line Item list, select the line item you added. Line items vary and each will require different additional information; you may need to complete one or both of the following steps depending on the line item(s) you added:
    • In the left column, select the dropdown arrow , and then complete the boxes.
    • Complete the boxes in the columns to the right of the line item.
  5. Repeat step 9 for each line item you added.