Edit a risk name template

A risk name template allows you to define how a risk type is labeled in a rate preview and quote.

Example: For the risk type Driver, you can edit the risk name template so each driver has a specific label each time they appear in a rate preview or quote, such as Driver 1 or John Doe.

The default risk name template is based on assigning a number to the risk type:
{{ riskType.label }} {{ number }}

Example: If you use the default risk name template with the risk type Driver, each driver would appear in rate previews and quotes with a number, such as Driver 1, Driver 2, and Driver 3.

To edit a risk type:

  1. In the BriteCore menu, select Lines.
  2. In the Lines of Business list, select the applicable line of business.
  3. On the Line Overview screen, in the Products menu, navigate to and select the product you want to edit.
  4. On the Product Overview screen, in the Risk Types section, select the risk type you want to edit.
  5. On the risk type screen, under the risk type name, navigate to Risk Name Template, and then select Edit.
  6. In the Edit box, make the necessary changes, and then select any area outside of the Edit box. Your changes will automatically be saved.

You have successfully edited a risk name template.