Revisions
A revision is the foundation of a policy and tracks the changes to a policy over time, including written premium. The following revision states indicate whether the revision’s information is in effect:
Revision State | Meaning |
Committed | The data associated with the revision is in effect and reportable |
Open | The data associated with the revision is in progress and, therefore, is neither in effect nor reportable |
Pending | The data associated with the revision is in progress and, therefore, is neither in effect nor reportable |
Archived | The data associated with the revision was at one time in effect and is reportable |
If a revision is archived but revisions.deleted=1, then the data associated with the revision will not be reportable.
Policy status
Policy status indicates the current state of the policy and appears on each revision. To determine the current status of a policy, view the policy status on the most recent revision. The table below summarizes BriteCore’s policy statuses and their meanings.
Status | Meaning | |
Policy | Active | Policy may be in effect • If the revision is committed, the policy and/or endorsement is in effect • If the revision is not committed, the policy and/or endorsement is not in effect |
Canceled | Policy is not in effect | |
Cancellation Pending | Policy is currently in effect but will not be as of a future date | |
Expired | Policy was non-renewed and is not in effect | |
Quote or Application | Unsubmitted | Quote or application has not been submitted by the agent from the Agent Portal |
Submitted | Application submitted but pending processing by an underwriter | |
Rejected | Application rejected by an underwriter |