Delay assigning policy number

BriteQuote

Purpose

With the delay-assigning-policy-number advanced setting, you can prevent policy numbers from being assigned until the application is an active policy. With this setting enabled, BriteCore will use a different number format for application/quote and active policy.

Requirements

This setting requires True and False buttons.

Setting default

By default, delay-assigning-policy-number is set to False. BriteCore will assign a policy number when an application is submitted.

Change the default

  1. Navigate to Settings > Advanced.
  2. In the Search for a Setting box type delay-assigning-policy-number. Press Enter/Return on your keyboard or select Search.
  3. Change the setting value from False to True.

When the setting is True, BriteCore won’t assign a policy number until the application/quote becomes an active policy.