Policies

Policies

Get and view current loss history

An insured’s loss history will most often be pulled during quoting, but you can also pull an insured’s current loss history when endorsing a policy. Insurance providers may require agents to run a loss history check.

BriteCore runs a loss history check by partnering with risk assessment vendors.

Get current loss history

To get a named insured’s current loss history:

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. Select Property.
  4. In the Loss History subsection, select the Get Current Loss History button to open the Claims History dialog box.
  5. In the boxes, verify the first and last names of the named insured are correct.
  6. Select Get Current Loss History.

View loss history

Once you pull a named insured’s loss history, select the gray arrow icon to the left of a loss to expand the loss and view the loss details.

Figure 1: Select the gray arrow to view loss details.

Delete loss history

Once you pull a named insured’s loss history, you can delete a loss from the current loss history report:

  1. To the left of the loss you want to delete, select the red X icon.
  2. In the Confirm dialog box, select OK.

Note: Deleting the loss only removes it from the current loss history report. If you select Get Current Loss History again, BriteCore will pull a new loss history report and deleted losses will be included in the new report.