The classic quote wizard was built to support configuration, customization, responsiveness and inline validation features and includes features such as:
- Responsive/mobile-friendly.
- Real-time/Inline validation.
- Works with BriteRules/enables straight-through processing (STP).
- Customization by Line of Business (LOB).
- Ability to use for endorsements.
- Exposes configuration options to the interface for business user configuration.
Prerequisites
Enable the quote wizard UI – Advanced settings
To access the classic quote wizard from the UI directly, you must adjust an advanced setting.
- Select Settings in the BriteCore menu.
- In the Settings menu, select Advanced.
- In the Search for a Setting box, type active-uispec, and then select Search or press Enter/Return on your keyboard.
- In the active-uispec box, update the value in the text box by adding ::2.0 after default_britecore.
Note: The uispec name doesn’t matter in this version of classic quote.
Enable the endorsement flow – Advanced settings
For agents to create endorsements on active policies, you must enable the use of the wizard on endorsement settings.
- Select Settings in the BriteCore menu.
- In the Settings menu, select Advanced.
- In the Search for a Setting box, type use-wizard-on-endorsements, and then select Search or press Enter/Return on your keyboard.
- In the use-wizard-on-endorsements box, select True.
Enable BriteQuote – Vendors
Enable BriteQuote on the Vendors screen.
- Selecting Settings in the BriteCore menu.
- Select Vendors in the Settings menu.
- Navigate to the Quoting section.
- Select BriteQuote.
- Select Allow Internal Quoting.
- Select Save.
Enable Agent Access – Permissions
The agent will need access to create/submit a quote/endorsement. To enable agent access:
- In the BriteCore menu, select Settings.
- In the Settings menu, select System Wide, and then select Permissions.
- In the Permissions Levels section, select the pencil icon next to Default Agent/Agency Permissions.
- In the header row of the table that displays, select + Add Rule.
- Navigate to the bottom of the table to the new row and select the Read/Write radio button in the Access column.
- Perform each of the following actions:
- In the Rule column, type quote in the text box.
- Select agent/policies/createQuote from the options that display.
- Repeat steps 4–5, and then select agent/policies/submitQuote from the options that display.
- Repeat steps 4–5, and then, in the Rule column, type endorsement in the text box.
- Select agent/policies/createEndorsement from the options that display.
- Repeat steps 4–5, and then select agent/policies/submitEndorsement from the options that display.
- In the Rule column, type quote in the text box.
- Perform each of the following actions:
For more details on available permissions in BriteCore, review our permissions documentation.
Access the configuration page for the quote wizard
To access the configuration page for the quote wizard:
- In the BriteCore menu, select Settings.
- In the Settings menu, select Modules, and then select Agent Portal.
- Navigate to the Quote Wizard Settings section.
- Select Edit Wizard Settings.
- The Quote Wizard Settings screen displays.
Overview of the Quote Wizard Settings screen
The Quote Wizard Settings screen is composed of three sections:
- Add New Quote Flow: You can configure a new quote flow for new business or endorsement flows for a specific LOB.
- Default Flow (Endorsement): A default endorsement flow is created as part of the initial site setup. This flow applies to all LOBs.
- Features: Settings available for customizing the default endorsement flow.
- Placeholders: Key values that represent how the text will render in the UI. It lets you customize the UI wording as well. Placeholders don’t impact functionality.
- Default Flow: A default quote flow is created as part of the initial setup and this flow applies to all LOBs.
- Features: Settings available for customizing the default quote flow.
- Placeholders: Allow you to customize some labels in the BriteCore UI. Placeholders don’t impact functionality.
Note: Don’t delete the Default Flow or Default Flow (Endorsement).
Add a new quote flow for a specific LOB
To add a new quote flow for a specific LOB:
- In the BriteCore menu, select Settings.
- In the Settings menu, select Modules, and then select Agent Portal.
- Navigate to the Quote Wizard Settings section.
- Select Edit Wizard Settings. The Quote Wizard Settings screen displays.
- Under Add New Quote Flow:
- Select the Effective Date for the LOB.
- Select the State.
- Select the Policy Type.
- Select the Endorsement Flow checkbox if applicable.
- Select Add New Quote Flow to create your quote flow.
The new quote/endorsement flow you created will display on the screen under the Add New Quote Flow Section. Select the arrow next to it to customize the Features and Placeholders.
Customize settings for a quote/endorsement flow
Features refer to the settings available for customizing a new or default quote/endorsement flow. Table 1 summarizes the available settings.
Table 1: Available settings for quote/endorsement flow.
| Name of Setting | Description | Keys | Allowed Values | Default Values |
|---|---|---|---|---|
| all.wizard_overview.enable_all_wizard_sections | Enables every section on the wizard navigation by default | enabled | true/false | false |
| application.form.additional_drivers | Shows the Add Drivers link on the application page | enabled | true/false | false |
| application.form.additional_interests | Enables or disables additional interests in the application page | enabled | true/false | false |
| application.form.btn_email_application | Enables a button to send email of the application before submission | enabled | true/false | false |
| application.form.btn_insurance_binder | Displays an extra button in application step for loudoun custom insurance binder deliverable | enabled | true/false | false |
| application.form.confirm_submit | Controls the confirmation of application submission | enabled | true/false | false |
| application.form.override_amount_due_now | Overrides amount due now in application payment summary | enabled | true/false | false |
| application.form.show_edit_basic_info_link | Shows a link to edit basic information below the Basic Information header. If enabled, the link will redirect a user to the Policy Setup | enabled | true/false | false |
| application.form.show_quote_comments | Displays a box to add comments to a quote the comment will be tied to revision.description if enabled | enabled | true/false | false |
| application.form.submit.generate_policy_app | Controls the generation of policy application on the BriteCore administrator site | enabled | true/false | false |
| application.form.submit_application_bound | Hides/displays the Submit Bound Checkbox in theapplication (final review) section as well as sets the default value to bound or unbound | enabled and default text box | true/false and string, bound or bound | true/bound |
| application.form.view_attachments_after_submission | Adds the functionality to view attachments after application submission | enabled and a toShow text box (Separate items by ",") | true/false and a list of strings for the text box | false/[] |
| application.payment_summary.billing_details | Displays the Billing details in the Application Payment Summary section | enabled | true/false | true |
| application.payment_summary.display_submit_string | Displays the submit string in the application payment summary | enabled | true/false | true |
| application.vendor.check_all_insureds_credit_score | Enables the credit report checks for all insureds. If disabled only the first insured will be checked. | enabled | true/false | false |
| application.vendor.credit_scoring | Enables the validation check for credit scoring | enabled | true/false | false |
| application.vendor.loss_history | Controls the validation check for loss history | enabled | true/false | false |
| application.vendor.motor_vehicle_report | Controls the validation check for Motor Vehicle Records | enabled | true/false | false |
| risk_builder.wizard_overview.annual_total application_questions.wizard_overview.annual_total review_status.wizard_overview.annual_total policy_billing.wizard_overview.annual_total application.wizard_overview.annual_total | Controls the display of Annual Total amount on the overview sidebar of the respective pages. | enabled | true/false | false |
| application.wizard_overview.premium_breakdown | Enables or disables the premium breakdown section in application (final review) section | enabled | true/false | false |
| application_questions.layout.hide_binding_questions_subtitle | Hides Binding Questions subtitle on Questions section | enabled | true/false | false |
| application_questions.layout.single_column | Enable/disable single column application questions layout. toggle. If enabled allow to switch between the single column and multi -column layout by selecting the toggle button | enabled/enabled | true/false true/false | false/false |
| application_questions.questions.update_review_workflow | When updating application questions, this setting updates the review workflow so that the state on the revision is back to NOT_STARTED. If enabled it will update the revision state back to NOT_STARTED | enabled | true/false | true |
| application_questions.skip_hidden_questions | When enabled this setting skips posting hidden questions in the application questions | enabled | true/false | true |
| application_questions.wizard.mortgagees_btn_on_questions | Displays the mortgagees button on the questions section instead of the property details section | enabled | true/false | false |
| application_questions.wizard.recurrent_loss_btn_on_questions | Displays the recurrent loss button on the questions section instead of the property details section | enabled | true/false | false |
| application_questions.wizard_overview.premium_breakdown | Enables or disables the premium breakdown section in application_questions section. | enabled | true/false | false |
| contacts_policy.form.additional_interests | contacts_policy.form.additional_interests | enabled | true/false | false |
| endorsement.all.wizard_overview.cancel_endorsement | Applies to endorsements only and intended to be used when the agent wants to cancel the current endorsement. | enabled | true/false | false |
| endorsement.all.wizard_overview.view_prior_revisions | Applies to endorsements only and intended to be used when the agent wants to go back to all previous revisions legacy screen to view old revisions if needed | enabled | true/false | false |
| insured_disclosure.modal.loss_cause | Controls the input field to collect loss cause information that shows up | enabled | true/false | false |
| policy_billing.form.ach_withdraw_date | Controls the presentation of the "Withdraw Date" from ACH option | enabled | true/false | false |
| policy_billing.form.alert_billing_amount_due | Controls the visibility of billing amount due alert note in the billing screen | enabled | true/false | false |
| policy_billing.form.checkbox_first_bill_paid | Controls the presentation of the checkbox which controls whether the first bill is paid separately which controls whether the first bill is paid separately in the policy billing. | enabled | true/false | true |
| policy_billing.form.hide_manual_pay_when_recurring_is_different | Hides manual payment method option once the initial amount is paid separately | enabled | true/false | false |
| policy_billing.form.manual_pay | Controls the presentation of the Manual Pay billing option | enabled | true/false | false |
| policy_billing.form.override_minimum_due | Overrides initial billing schedule minimum due | enabled | true/false | false |
| policy_billing.form.payment_schedule_selection | Controls the presentation of the Payment Schedule select field | enabled | true/false | false |
| policy_billing.form.send_bill_to | Controls the presentation of the send Bill To section | enabled | true/false | false |
| policy_billing.form.send_bill_to.display_header | controls the presentation of the Send Bill To header in the send Bill To section | enabled | true/false | false |
| policy_billing.form.withdraw_template.bank_account | Disables changing EFT due date for back-account | editable | true/false | true |
| policy_billing.form.withdraw_template.credit_card | Disables changing EFT due date for credit-card | editable | true/false | true |
| policy_billing.wizard_overview.premium_breakdown | Enables or disables the premium breakdown section in the policy_billing section. | enabled | true/false | true |
| policy_contacts.form.address_type_label | Determines if the address type label needs to be shown in contact card | enabled | true/false | false |
| policy_contacts.form.add_additional_drivers | Allows additional drivers to be added in the contacts page | enabled | true/false | false |
| policy_contacts.form.agency_contact | Controls the visibility of agency contact dropdown in the policy contact screen | enabled | true/false | false |
| policy_contacts.form.named_insured_show_add_another_address | Displays Add Another Address ink in the contact-input component for a Named Insured. | enabled | true/false | true |
| policy_contacts.form.unique_address_type | Determines if there should only be one address per address type. If enabled, there can only be one address per address type. | enabled | true/false | false |
| policy_contacts.insured.address | Controls the copy and preload of the risk address to the Policy Contact section, to be used only if the risks page comes before the contacts | preload textbox | null/ ”first-risk” | null |
| policy_contacts.insured.copy_risk_address | Controls the copying of risk address to the Policy Contact Section | enabled | true/false | false |
| policy_contacts.insured.default_role_is_named_insured | When enabled, the default role for all additional insureds is Named Insured. If not, additional insureds will receive the Additiona Insured role | enabled | true/false | false |
| policy_contacts.insured.edit_primary_address_copy | Displays contact address fields when adding or editing | enabled | true/false | false |
| policy_contacts.insureds.delete_confirmation | Displays a popup to confirm deletion of a named insured | enabled | true/false | false |
| policy_contacts.wizard_overview.premium_breakdown | Enables or disables the premium breakdown section in policy_contacts section | enabled | true/false | false |
| policy_setup.form.inception_date | Controls whether it is possible to change the value of saved inception date in the wizard setup screen | editable | true/false | false |
| policy_setup.form.policy_type_dropdown | Allows the visibility of Policy Type selection drop down in the wizard setup screen. | enabled | true/false | false |
| policy_setup.form.policy_type_options_display | Controls if UI tabs or a dropdown are used to select policy type options in the wizard setup screen mode | mode textbox | "tabs" or "dropdown" | tabs |
| policy_setup.form.policy_type_questions | Allows the visibility of Policy Type underwriting questions in the wizard setup screen | enabled | true/false | false |
| policy_setup.form.underwriting_questions | Controls whether it is possible to change the value of saved underwriting questions | force_update/ enabled/editable/lock_wizard_nav | true/false true/false true/false true/false | false/true/true/false |
| policy_wizard.main.validate_effective_dates | Checks if the effective date is between the min and max allowed dates. Optionally, it could receive a transition_to param to be used to the desired step. If enabled, when the quote is reopened and the effective_date is in the past or future it will go back to the policy_setup step. | enabled and transition_to param | true/false and policy wizard steps | true/"policy_step" |
| policy_wizard.navigator.update_furthest_step_to_last_visited | Updates the furthest step to be the one your actively on. If enabled, then once you go back 2 steps behind. You should run through each step again by order. | enabled | true/false | false |
| quick_quote.form.validate_sections | Used exclusively for quick quote section, that explicitly calls a method defined in quick quote namespace to validate underwriting questions | enabled | true/false | false |
| risks.buttons.btn_continue | Controls the behaviour of policy change from quote into appliction.nIt can behave as turn-into-application or straight modes | mode textbox | "straight"/"turn-into-application" | straight |
| risks.buttons.download_rating_information_document | Controls whether the (Quote Summary and Preview Declaration) document should be downloaded or opened in a new tab. Set enabled to true to download the document, or to false to open in a new tab | enabled | true/false | true |
| risks.buttons.rating_information_document | Controls whether the rating information document should be downloaded or opened in a new tab. | name textbox | "quote-summary"/"declaration" | quote-summary |
| risks.debug | Controls visibility of debug controls in the risks section | enabled | true/false | false |
| risks.form.location_information_btn | Alters how the location information link looks like. If enabled, they'll be buttons holding classes `btn btn-sm btn-primary` otherwise, it will stay as a link. | enabled | true/false | false |
| risks.form.location_name | Controls whether the risk location names are editable or not. | editable | true/false | false |
| risks.form.po_box | Controls the visibility of "PO box" in the label for address line 1 in Property Details | enabled | true/false | true |
| risks.form.property_rating_btn | Changes the "complete property rating items"/"Change Rating" link to "Property Rating" button in the Risks page. | editable | true/false | false |
| risks.form.street_address_column_btn | Alters how the street address column links look like. If enabled, they will be buttons, otherwise they will be links | enabled | true/false | false |
| risks.panel.policy_total_premium | Controls the display of "Policy Total Premium" from risks section. | enabled | true/false | false |
| risks.panel.premium_column | Controls the visibility of the premium column from locations grid on the Risks page. | enabled | true/false | true |
| risks.panel.quote_summary_document | Controls the quote summary document to be generated and saved | enabled | true/false | false |
| risks.panel.rating_summary | Controls the visibility of rating information in the risk section | enabled | true/false | false |
| risks.panel.risk_address | Controls the behaviour of skipping modal while adding risk address in risks section | mode textbox | "modal"/"standard" | modal |
| risks.panel.risk_premium | Controls the label Premium Pending that shows up in the panel when adding a Risk Location, as well as the presentation of per-risk premium in the risks section | enabled | true/false | false |
| risks.property_details.upload_photos_btn | Controls if the button Upload Photos should appear on "risks > property details" page. | enabled | true/false | false |
| risks_builder.buttons.btn_save_information | Controls the behaviour of Save Information button in risk builder section for multi-risk policy | enabled and mode textbox | true/false and "save-only"/"save-and-continue" | true/save-only |
| risks_builder.form.btn_policy_add_items | Allows a button Add coverage or items to appear right next the title Policy-Wide Coverages | enabled | true/false | false |
| risks_builder.form.btn_policy_items_save | Controls the behaviour of Rating button in Policy-Wide items section for multi-risk policy | mode textbox | "save-only' / "save-and-rate" | save-only |
| risks_builder.form.btn_risk_items_save | Controls the behaviour of Rating button in Property item section for multi-risk policy | mode textbox | "save-only' / "save-and-rate" | save-only |
| risks_builder.form.hide_input_group_names | Hides group names outside input | enabled | true/false | false |
| risks_builder.lines.premium | Controls the labels of lines to collect premium amount information that shows up during risk builder phase | enabled | true/false | false |
| risks_builder.panel.popup_text_cap | Sets the no of letters which can be inside a popover | length textbox | numbers | 1500 |
| risks_builder.sections.policy_wide | Controls the policy-wide coverages section on the rating builder | enabled | true/false | false |
| risks_builder.sections.total_premium | Controls the section to collect total premium amount information that shows up during risk builder phase | enabled | true/false | false |
| risks_builder.subline.btn_add | Controls the presentation of the button to add a new subline instance in the risk builder | enabled | true/false | false |
| risks_builder.subline.btn_clone | Controls the presentation of the button "Duplicate this sub line" in the risk builder | enabled | true/false | true |
| risks_builder.subline.btn_remove_all | Controls the presentation of the button to remove all subline instance in the risk builder | enabled | true/false | true |
| risks_builder.sublines.premium | Controls the labels of sublines to display premium amount information in risk builder phase. | enabled | true/false | true |
| risk_builder.buttons.discard_quote | Controls the presentation of the "Discard Quote" button in risk builder section | enabled | true/false | true |
| risk_builder.buttons.view_quote_summary | Controls visibility of View Quote Summary button(link) on rating information section in risk builder, It opens PDF Modal with Quote Summary and options to Share (send email via Email Modal) or Download | enabled | true/false | true |
| risk_builder.coverages.autoopen_schedule_popup | Auto open sthe Add Schedule Modal inside of Scheduled Coverage Items | enabled | true/false | false |
| risk_builder.coverages.loss_payee_items | Displays the loss payee items on the rating builder. If enabled, loss payee items can be added from the rating builder. | enabled | true/false | false |
| risk_builder.form.lines.display-zero-premiums | Controls the visibility of $0 for any line item in the rating page | enabled | true/false | true |
| risk_builder.form.policy_term_type_change | Enables the term type dropbox in the rating section providing the ability to change the policy term type in that section | enabled | true/false | false |
| risk_builder.form.reset_to_property_builder | When the active policy supports save-only and multi-risks Rating workflow. Always reset the current rate builder to enable the property builder and disable policy builder | enabled | true/false | false |
| risk_builder.form.sublines.display-zero-premiums | Controls the visibility of $0 for any sub line item in the rating pag | enabled | true/false | true |
| risk_builder.scheduled_items_modal.btn_save_and_add_new | Enables Save and Add New buttons in Scheduled Items modal only. If enabled, the Save and Add New button will be visible and functional. | enabled | true/false | false |
| risk_builder.subline.delete_confirmation | Displays a popup to confirm deletion of a subline | enabled | true/false | false |
| risk_details.form.btn_mortgagee | Controls the display of mortgagee button in the risk details section | enabled | true/false | true |
| risk_details.form.loss_history | Controls the visibility of loss history from the risk details form in the wizard | enabled | true/false | true |
| risk_details.form.vue_slot | Adds a vue-slot for ui plugins to the property details page | enabled | true/false | false |
| risk_setup.form.policy_wide | When the active policy type supports multiple-risks, a special widget allows the user to access risk details and rating, with a separate button that leads into a page to configure policy-wide converages and items. This setting controls anything that relates to policy-wide rating from the perspective of the risk_setup section. | enabled | true/false | true |
| risk_setup.mortgagee.mortgageeType | Makes mortgageeType field mandatory or optional when a Mortgagee is added in risk during the quote. Sets field to required, false makes it optional. | enabled | true/false | false |
| setup_contacts.form.birthdate | Controls the display of birthdate input in the `contact-input` component | enabled | true/false | true |
| setup_contacts.form.btn_remove_first_insured_phone | Controls whether the insured phone number Remove button displays or not when phone number is set to Required and there is only one phone number on the contact. By not displaying the Remove button the required phone number field won't be deleted. | enabled | true/false | true |
| setup_contacts.form.country | Controls the display of country input in `address-input` component | enabled | true/false | true |
| setup_contacts.form.date_business_started | Controls the display of Business Started Date input in `contact-input` component | enabled | true/false | false |
| setup_contacts.form.dba | Controls the dipslay of dba input in`contact-input` component | enabled | true/false | false |
| setup_contacts.form.dob_named_insured_only | Controls the Birthdate field for the Mortgagee to appear as "required" or optional | enabled | true/false | false |
| setup_contacts.form.edit_by_owner_only | Restricts editing contacts to the user who added it only | enabled | true/false | false |
| setup_contacts.form.feinTax | Controls the display of feinTax input in `contact-input` component | enabled | true/false | true |
| setup_contacts.form.feinTax_named_insured_only | Controls the Federal EIN/Tax ID field for the Mortgagee to appear as "required" or optional | enabled | true/false | false |
| setup_contacts.form.hide_organization_credit_score | Controls the UI display of credit score to an organization type contact | enabled | true/false | true |
| setup_contacts.form.insured_email | Controls the email input field for the insured to display as collapsed/uncollapsed | collapsed | true/false | true |
| setup_contacts.form.insured_phone | Controls the phone number input field for the insured to display as collapsed/uncollapsed | collapsed | true/false | true |
| setup_contacts.form.legal_entity_type | Controls the display of legalEntityType input in `contact-input` component Assuming that you have already set up the legal entity type options from the Advanced settings | enabled | true/false | false |
| setup_contacts.form.mortgagee.hide_address_type | Controls visibility of the Address Type (subtitle and drop down) on the Mortgagees Contact input form.If enabled, the Address Type on the Contact form when adding a Mortgagee would be hidden | enabled | true/false | false |
| setup_contacts.form.mortgagee_hide_dob | Controls the visibility of Date Of Birth Input on the Mortgagees Contact Input Form. If enabled, the Date of Birth field on the Contact Form when adding a Mortgagee would be hidden | enabled | true/false | false |
| setup_contacts.form.mortgagee_hide_fein | Controls the visibility of the FEIN field on the Mortgagees Contact input form. If enabled, the FEIN field on the Contact form when adding a Mortgagee would be hidden | enabled | true/false | false |
| setup_contacts.form.mortgagee_hide_ssn | Controls the visibility of the Social Security Number (SSN) field on the Mortgagees Contact Input Form If enabled, the SSN field on the Contact form when adding a Mortgagee would be hidden | enabled | true/false | false |
| setup_contacts.form.phone_named_insured_only | Controls the Phone Number field for the Mortgagee to appear as "required" or optional | enabled | true/false | false |
| setup_contacts.form.risk_id_number | Controls the display of the SSN input in `contact-input` component | enabled | true/false | false |
| setup_contacts.form.ssn_named_insured_only | Controls the SSN field for the Mortgagee to appear as "required" or optional | enabled | true/false | false |
| setup_contacts.form.website | Controls the website input field for the insured to be displayed or not. When "setup_contacts.form.website" is not defined then it will use the setting in the Contacts section of the Settings module. If the BriteCore admin side and the quoting wizard need to display the website field differently then explicitly define setup_contacts.form.website as seen here in a custom UI spec and feature.js file for the client. | enabled | true/false | false |
| setup_contacts.form.year_business_started | Controls the display of Business Started Year input in `contact-input` component | enabled | true/false | false |
| setup_policy.form.effective_date | Controls if rating page will be invalidated when the Effective Date changes | invalidate_rating | true/false | false |
| setup_policy.form.policy_number | Controls the input field to collect policy number during setup phase | allow_custom/visible | true/false true/false | false/false |
| setup_policy.form.policy_type_icon | Controls visibility of policy type icon during policy setup | enabled | true/false | true |
| setup_policy.form.property_zip | Controls the input field to collect and validate the property zip during setup phase | enabled | true/false | false |
| upsell_matrix.wizard_overview.premium_breakdown | Enables or disables the premium breakdown section in upsell_matrix section | enabled | true/false | false |
| url.nav.rating_always_open_property_builder | Targets the nav breadcrumb Rating, regardless of saving the rate in current step (Policy|Property), whenever Rating link is selected always directs to Property Builder | enabled | true/false | false |
| wizard.data.reset_current_property | When the active policy supports multi-risks. This setting resets the current property to always be the first one through the policy life cycle, unless explicitly being sent to the desired risk. | enabled | true/false | false |
| risks_builder.form.supplemental_questions | Controls if supplemental questions should be presented in the builder. Presentation of questions may be subject to other factors, even when "enabled" is True. | enabled/required | true/false true/false | false/false |
| policy_contacts.form.show_legal_entity_individual | Determines if the Legal Entity Type dropdown should be visible when the contact type is Contact is an individual | enabled | true/false | true |
| application.billing_display.display_schedule | Displays the billing schedule in the application page within the billing information section | enabled | true/false | true |
| risks.panel.btn_policy_wide_builder | When the active policy type supports multiple-risks, a special widget allows the user to access risk details and rating. This setting controls a button for copying data through properties. It makes sense only when risk_setup.form.policy_wide is "enabled". | allow_empty_property/ enabled | true/false true/false | true/false |
| risks_builder.wizard_overview.property_coverage_and_items | Controls the display of Property Coverages & Items from risk builder section. | enabled | true/false | true |
| risk_details.form.mortgagees.loss_payee_items | Displays the loss payee coverage items in the mortgagee popup within the risk detail. If enabled, an anchor link on the application page will show to link back to add additional driver | enabled | true/false | true |
| policy_setup.effective_date.assign_policy_type_name_from_previous_one | Responsible for assigning the previously selected policy type when the effective `id` changes. It will try to assign the policy type to the previous one by identical names. accessor: The key that withholds the value of the policy type name before changing to new effective date.If enabled it will look into the given accessor key starting from root. | enabled, observable, accessor textbox | true/false, true false, policy type name | false, false, policy_types.selectedPolicyType.name |
| application.form.reset_premiums_on_suspension_reason | Supports resetting risk and policy premiums if the application submission is restricted due to "suspension" or "limit" | mode textbox | "none"/"suspension"/"limit" | none |
| setup_policy.form.insured_name | Controls the input field to collect the insured name during setup phase | enabled,autoupdate,editable,required | true/false, true/false, true/false, true/fale | false/false/false/false |
Customize text display on the UI
Placeholders represent how text will display on the quoting flow. It doesn’t impact functionality in any way. Table 2 summarizes the available placeholder text and default values.
Table 2: Available placeholder text and default values.
| Placeholder key | Default text |
|---|---|
| britequote.policy_wizard.application.submit_confirmation_message | Please confirm the Effective Date: {0}, of the policy you are submitting to Bind. |
| britequote.policy_wizard.application_questions.section_title | Application Questions |
| britequote.policy_wizard.application_questions.validation_mandatory_label | * |
| britequote.policy_wizard.application_questions.validation_optional_label | (optional) |
| britequote.policy_wizard.application_questions.wizard_title | Questions |
| britequote.policy_wizard.common.btn_add_loss_history_insured_disclosure | Add Insured Disclosure |
| britequote.policy_wizard.common.btn_into_application | Turn Quote into Application |
| britequote.policy_wizard.common.btn_loss_history_insured_disclosure | Disclosure |
| britequote.policy_wizard.common.btn_upload_photo | Upload Photos |
| britequote.policy_wizard.common.title_credit_score | Credit Score |
| britequote.policy_wizard.common.title_loss_history_insured_disclosure | Insured Disclosure |
| britequote.policy_wizard.common.title_table_loss_history_insured_disclosure | Insured Disclosures |
| britequote.policy_wizard.policy_types.section_title | Please select the type of policy you want to quote |
| britequote.policy_wizard.policy_types.wizard_title | Policy Type |
| britequote.policy_wizard.review_status.reasons_popup_field_label | Reasons? |
| britequote.policy_wizard.review_status.stp_diagnosis.banner_body | A few issues need to be reviewed by an underwriter before the quote can be bound. |
| britequote.policy_wizard.review_status.stp_diagnosis.banner_title | Underwriter Review Required |
| britequote.policy_wizard.risks.btn_add_rating | Rate Location |
| britequote.policy_wizard.risks.btn_calculate_premium | Calculate Premium |
| britequote.policy_wizard.risks.btn_change_rating | Change Rating |
| britequote.policy_wizard.risks.btn_complete_policy_items | Complete Policy Coverages & Items |
| britequote.policy_wizard.risks.btn_location_information | Add Location Information |
| britequote.policy_wizard.risks.copy_location_data | Copy Information Across Locations |
| britequote.policy_wizard.risks.mortagee_loss_payee_type_heading | Mortgagee Type |
| britequote.policy_wizard.risks.risks_table_rating_title | Premium |
| britequote.policy_wizard.risks.text_max_risk_count | Up to {0} locations allowed |
| britequote.policy_wizard.setup_application.btn_print_policy_application | Print Policy Application |
| britequote.policy_wizard.setup_application.btn_submit | Submit Policy Application |
| britequote.policy_wizard.setup_application.comments_title | Comments |
| britequote.policy_wizard.setup_application.file_upload_subtitle | to upload your files to BriteCore |
| britequote.policy_wizard.setup_application.file_upload_title | Drag & Drop a File, or Click Here |
| britequote.policy_wizard.setup_application.section_title | Complete Application |
| britequote.policy_wizard.setup_application.wizard_title | Application Questions |
| britequote.policy_wizard.setup_billing.section_title | Add Payment Information |
| britequote.policy_wizard.setup_billing.wizard_title | Billing |
| britequote.policy_wizard.setup_contacts.btn_credit_score | Get Credit Score |
| britequote.policy_wizard.setup_contacts.full_name_placeholder | "" |
| britequote.policy_wizard.setup_contacts.modal_label_credit_score | Retrieving Credit Score |
| britequote.policy_wizard.setup_contacts.risk_id_number_tooltip | The Risk Id Number is a nine digit numeric code, assigned by NCCI or the Bureau to uniquely identify insureds that are subject to experience rating. |
| britequote.policy_wizard.setup_contacts.section_title | Policy Contacts |
| britequote.policy_wizard.setup_contacts.text_primary_insured | Primary Insured |
| britequote.policy_wizard.setup_contacts.wizard_title | Contacts |
| britequote.policy_wizard.setup_multiple_risks.section_title | Locations |
| britequote.policy_wizard.setup_multiple_risks.wizard_title | Risks |
| britequote.policy_wizard.setup_policy.label_non_editable_inception_date_reason | "" |
| britequote.policy_wizard.setup_policy.message_disallow_application | The answer selected for this question has disqualified this application. Please discontinue and contact underwriting with questions. |
| britequote.policy_wizard.setup_policy.message_explain_question | Please Explain |
| britequote.policy_wizard.setup_policy.section_title | Policy Setup |
| britequote.policy_wizard.setup_policy.wizard_title | Setup |
| britequote.policy_wizard.setup_risk_builder.annual_total_title | Annual Total |
| britequote.policy_wizard.setup_risk_builder.btn_delete_subline | Delete Subline |
| britequote.policy_wizard.setup_risk_builder.btn_subline_add | Add another copy of this subline |
| britequote.policy_wizard.setup_risk_builder.btn_subline_clone | Duplicate this sub line |
| britequote.policy_wizard.setup_risk_info.btn_continue | Save Property Details |
| britequote.policy_wizard.setup_risk_info.mortgagees_btn_add | Add a Mortgagee |
| britequote.policy_wizard.setup_risk_info.mortgagees_card_subtitle | Mortgagee Details |
| britequote.policy_wizard.setup_risk_info.mortgagees_modal_btn_add | Add Mortgagee |
| britequote.policy_wizard.setup_risk_info.mortgagees_modal_btn_save | Save Mortgagee |
| britequote.policy_wizard.setup_risk_info.mortgagees_modal_description_label | Description |
| britequote.policy_wizard.setup_risk_info.mortgagees_modal_loan_number_label | Loan Number |
| britequote.policy_wizard.setup_risk_info.mortgagees_modal_statement_label | Mortgagee Statement |
| britequote.policy_wizard.setup_risk_info.mortgagees_modal_title | Mortgagee |
| britequote.policy_wizard.setup_risk_info.mortgagees_modal_type_label | Type |
| britequote.policy_wizard.setup_risk_info.mortgagees_section_title | Mortgagees |
| britequote.policy_wizard.setup_risk_info.section_title | Property Details |
| britequote.policy_wizard.setup_risk_info.wizard_title | Risks |
| britequote.policy_wizard.setup_risk_rating.btn_calculate | Calculate Rate |
| britequote.policy_wizard.setup_risk_rating.btn_save | Save Information |
| britequote.policy_wizard.setup_risk_rating.btn_save_rating_info | Save Information |
| britequote.policy_wizard.setup_risk_rating.item_error_message | The selected answer makes the application ineligible. |
| britequote.policy_wizard.setup_risk_rating.section_title | Rate this Property |
| britequote.policy_wizard.setup_risk_rating.wizard_title | Rating |
| britequote.policy_wizard.submit_policy.section_title | Review & Submit Application |
| britequote.policy_wizard.submit_policy.wizard_title | Submit |
| britequote.policy_wizard.summary_billing.section_title | Reviewing Policy Billing |
| britequote.policy_wizard.summary_contacts.section_title | Reviewing Policy Contacts |
| britequote.policy_wizard.summary_quote.section_title | "" |
| britequote.policy_wizard.summary_rating.section_title | "" |
| britequote.policy_wizard.summary_risks.section_title | Reviewing Policy Risks |
| britequote.policy_wizard.summary_setup.section_title | Reviewing Policy Setup |