Lines

Gen 3

Lines

Copy data across states on the same effective date

You can use the Copy Data tool to copy lines data across states on the same effective date.

Note: The Copy Data tool doesn’t copy forms.

To copy a line of business:

  1. In the BriteCore menu, select Lines.
  2. On the Effective Dates screen, select the effective date you want to use.
  3. On the Policy Types screen, select Utilities in the Lines menu, and then select Copy Data.
  4. In the Select State or Province dropdown list, select the state or province you want to copy a line from.
  5. In the Locations section, in the From Policy Type dropdown list, select the policy type you want to copy from.
  6. In the Select State or Province dropdown list, select the state or province you want to copy a line to.
  7. In the Data section, complete the following steps:
    1. In the Copy What dropdown list, select the data you want to copy.

Note: If you select anything other than All Information, the Into What dropdown list appears, allowing you to choose either the Property Section or Policy Section.

    1. In the Into What dropdown list, select where you want to copy the data to.
  1. Select Copy.