Archive policies

You can archive canceled policies. You may need to archive a canceled policy in two cases:

  • An Unsubmitted quote or application needs to be discarded.
  • You are transitioning to BriteCore, and a policy cancels in your legacy system but still exists in BriteCore.

To archive the policy:

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. Select Archive Policy.
  4. In the Confirm dialog box, select Yes.
  5. In the Success pop-up window, select OK.

BriteCore will redirect you to the Policies List screen. You can retrieve an archived policy by using <<ARCHIVE>> when searching for a policy.