In BriteCore, you can use global Lines settings to make changes that affect all lines of business.
Caution: To prevent unforeseen issues, we recommend you submit a Zendesk ticket before changing these settings.
Access global Lines settings
To access global Lines settings:
- In the BriteCore menu, select Settings.
- In the Settings menu, under Modules, select Lines.
- On the Settings – Lines screen, view or change global Lines settings.
Global Lines settings
The Global Lines settings table lists all of the global Lines settings and provides a description and use case or example for each setting.
Note: Setting names with an asterisk * also exist in Advanced Settings.
Table 1: Global Lines settings
|Blank Category Default*||Defaults all category dropdown lists to None Selected with a few exceptions: Premium Basis, Deductibles, and Limits.|
When you set a category default to None Selected, an agent must answer the category question.
Note: A category with None Selected prevents rating a policy.
|Select if you want agents to manually select all category data when quoting a policy.|
|Persistent Builder Options|
|Exclude Supplemental Questions*||Excludes Supplemental Questions from Persistent Builder.||Select if you want to add Supplemental Questions for new business without causing renewal business conflicts.|
|Derive deductible selection when previous selection is removed*||This setting removes the previous deductible selection and automatically determines a deductible. If a coverage’s current deductible amount is no longer an option, BritCore will select the next closest value.||A client’s underwriting rule states a dwelling isn’t eligible for a deductible less than $1000 when it is older than 50 years old. When the policy renews and the dwelling is 50 years old, the deductibles less than $1000 are removed and the $1000 deductible is automatically selected.|
|Policy Annual Premium Rounding|
|None*||Policy premiums are not rounded.||Select if you do not want to round policy premiums.|
|Round Policy Annual Premium to the Nearest Dollar*||Policy premiums are rounded to the nearest dollar.||Select if you want to round policy premiums to the nearest dollar.|
|Round Policy Annual Premium Up to the Nearest Dollar*||Policy premiums are rounded up to the nearest dollar.||Select if you want to round policy premiums up to the nearest dollar.|
|System Tags||A flexible way to track and report against BriteCore data. Access system tags in the Administrative Portal. See [Creating System Tags for Lines] for more information.||Use InsVista to report policy and billing information to mortgagees.|
|Stat Reporting||Lines information you can use for reporting.|