Block quoting in the Agent Wizard

In classic BriteCore, you can configure underwriting rules that will block a user from continuing past a quote’s Risk screen in the Agent Wizard when the rule criteria are met.

Note: This functionality is similar to the validation rules that are triggered for clients using BriteSuite.

Functionality

  • The Block Quote underwriting rule effect will be triggered only in BriteQuote (Agent Wizard).
  • When the underwriting rule using the Block Quote effect is triggered in the Agent Wizard, the Ineligible policy state locks the quote and stop the user from moving past the Risks screen.
  • When a quote is changed to Ineligible, the user will see the following message:
    We cannot offer a policy to this home right now.
  • If the quote information is changed so that the rule is no longer triggered:
    • The quote will become unblocked.
    • The user will be able to continue with the quote.
  • Rules can be called from the Risks setup page of the Agent Wizard.

Set up

  1. Enable the lock-wizard-on-review-state advanced setting.
  2. Enable the Run Underwriting Rules on Risk Setup Page setting.
  3. Create a rule using the Blocked Quote effect.

Enable the lock-wizard-on-review-state advanced setting

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Advanced.
  3. On the Advanced Settings screen, in the Search for a Setting box, type lock-wizard-on-review-state, and then select Search or press Enter/Return on your keyboard.
  4. In the lock-wizard-on-review-state box, under Setting Value, type {“enabled”: “true”, “states”: [“INELIGIBLE”], “step”: “risk_details”}.

Enable the Run Underwriting Rules on Risk Setup Page setting

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Modules, and then select Agent Portal.
  3. On the Agent Portal screen, under Run Underwriting Rules on Risk Setup Page, select the toggle switch to enable the setting. 


Figure 1: Enable Run Underwriting Rules on Risk Setup Page.

Create a rule using the Blocked Quote effect

Note: If there are two properties and one of them blocks the quote according to the rules, when you edit the other property, it will unblock the quote.

  1. In the BriteCore menu, select Lines.
  2. On the Effective Dates screen, select the effective date you want to use.
  3. In the Policy Types menu, select Underwriting, and then select Rules.
  4. On the Rules screen, in the Policy Type dropdown list, select the applicable policy type.
  5. Under Underwriting Rules, select the Add Rule icon Add icon.
  6. Create and configure the rule.
  7. Under Effects, select the Add Effect icon Add icon.
  8. In the Action dropdown list, select Block Quote.
  9. Select Save.

Note: The rule will be run in the Save Property Details button.


Figure 2: Add a Block Quote effect.