Delay assigning policy number

In BriteCore, when an application is submitted, it’s immediately issued a policy number. This setting avoids assigning policy numbers until the application has been made an active policy. BriteCore will distinguish, via number format, between an application/quote and active policy.

To enable this setting:

  1. Log in as an Administrator
  2. Navigate to Settings > Advanced
  3. Search delay-assigning-policy-number
    • Set to True, you can delay assigning a policy number to applications until the policy is active.
    • Set to False (default), the application is issued a policy number when submitted.