Add underwriting questions to a policy type

In classic Lines, you can add Yes/No underwriting questions to a specific policy type.

Note: You can also add underwriting questions to a specific effective date.

  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 a state or province.
    2. Navigate to the applicable Policy Type, and then select Edit .
  4. In the Policy Type menu, select Questions.
  5. On the Questions screen, below (Y/N Questions Only), complete the following steps:
    1. Select the Add Question icon .
    2. In the Question box, type a Yes/No question.
    3. In the Explain dropdown list, select one of the following options:
      1. If an explanation is required when the answer is yes, select If Yes.
      2. If an explanation is required when the answer is no, select If No.
      3. If no explanation is required, select None.
    4. In the Disallow Application dropdown list, select one of the following options:
      1. If the application should be disallowed when the answer is yes, select If Yes.
      2. If the application should be disallowed when the answer is no, select If No.
      3. If the answer shouldn’t disallow the application, select None.

Note: Repeat step 5 for each underwriting question you want to add.

For more information, see Underwriting enforcements.

Set up customized questions

Since customized questions must be activated by a developer, you will need to contact BriteCore.