Policies

Policies

Change policy statuses

BriteCore uses the status of a policy to:

  • Differentiate between quotes, applications, and policies.
  • Distinguish between active and historical policies.
  • Separate unsubmitted, submitted, and rejected applications.

For example, if a policy is Active, BriteCore will process the accounts receivable information for the policy during daycron processes. If a policy is Rejected, BriteCore won’t process the accounts receivable information during daycron processes.

A policy may have one of the following statuses:

  • Active
  • Historical
  • Quote – Internal Use Only
  • Rejected
  • Unsubmitted
  • Submitted

You can use policy statuses to filter your search results.

To change a policy’s status:

  1. In the navigation, select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. If the policy doesn’t have an open revision, create a new revision.
  4. In the Policy Status box, select Edit to open the Policy Status dialog box.
  5. Select a policy status from the list.
  6. Select Done.
  7. Commit the revision.