Lines

Gen 3

Lines

Add a subline

A subline is a collection of line items. You can use sublines to group coverages normally found together on a policy.

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

To add a subline:

  1. In the BriteCore menu, select Policies.
  2. On the Policies List screen, navigate to the policy you want to add a subline to, and then select its Policy Number.
  3. On the Revisions screen, select the Builder tab. Depending on your screen size, you may need to scroll down to locate the tab.
  4. In the Setup section, locate the line item you want to add a subline to, and then select the Add Sub Line plus icon .
  5. In the Edit Sub Line dialog box, complete the following steps:
    1. In the Subline Name box, type the name of the subline.
    2. In the Line Item Description box, type the subline description.
    3. Select Setup.
  6. In the Type section, in the Type dropdown list, select the subline type.
  7. In the Options section, complete the following steps:
    1. To make the subline mandatory, select Subline is [Mandatory/Default] for this policy type, and then in the [Mandatory/Default] dropdown list, select Mandatory.
    2. To add a subline to a policy multiple times, select Allow multiples of this subline.
    3. To allow users to edit the subline name, select Allow line name editing.
    4. To hide the subline from the Agent portal, Administrative portal, or both, select Hide from [BriteCore/BriteQuote] checkbox workflow if enabled, and then in the [BriteCore/BriteQuote] dropdown list, select the portal(s) you want to hide the subline in.
      1. BriteCore & BriteQuote (Administrator and Agent portals)
      2. BriteCore Only (Administrator portal)
      3. BriteQuote Only (Agent portal)
  8. Select Save and Exit.