Quote wizard configuration guide

The quote wizard was built to support configuration, customization, responsiveness, and inline validation features and includes features such as:

• Responsive/mobile-friendly.
• Real-time/Inline validation.
• Works with BriteRules/enables straight-through processing (STP).
• Customization by Line of Business (LOB).
• Ability to use for endorsements.
• Exposes configuration options to the interface for business user configuration.

Prerequisites

Enable the quote wizard UI - Advanced settings

To access the classic quote wizard from the UI directly, you must adjust an advanced setting.

1. Select Settings in the BriteCore menu.
2. In the Settings menu, select Advanced.
3. In the Search for a Setting box, type active-uispec, and then select Search or press Enter/Return on your keyboard.
4. In the active-uispec box, update the value in the text box by adding ::2.0 after default_britecore.

Note: The uispec name doesn’t matter in this version of classic quote.

Enable the endorsement flow - Advanced settings

For agents to create endorsements on active policies, you must enable the use of the wizard on endorsement settings.

1. Select Settings in the BriteCore menu.
2. In the Settings menu, select Advanced.
3. In the Search for a Setting box, type use-wizard-on-endorsements, and then select Search or press Enter/Return on your keyboard.
4. In the use-wizard-on-endorsements box, select True.

Enable BriteQuote - Vendors

Enable BriteQuote on the Vendors screen.

1. Select Settings in the BriteCore menu.
2. Select Vendors in the Settings menu.
3. Navigate to the Quoting section.
4. Select BriteQuote.
5. Select Allow Internal Quoting.
6. Select Save.

Enable Agent Access - Permissions

The agent will need access to create/submit a quote/endorsement. To enable agent access:

1. In the BriteCore menu, select Settings.
2. In the Settings menu, select System Wide, and then select Permissions.
3. In the Permissions Levels section, select the pencil icon next to Default Agent/Agency Permissions.
4. In the header row of the table that displays, select + Add Rule.
5. Navigate to the bottom of the table to the new row and select the Read/Write radio button in the Access column.
   1. Perform each of the following actions:
      1. In the Rule column, type quote in the text box.
         1. Select agent/policies/createQuote from the options that display.
         2. Repeat steps 4–5, and then select agent/policies/submitQuote from the options that display.
      2. Repeat steps 4–5, and then, in the Rule column, type endorsement in the text box.
         1. Select agent/policies/createEndorsement from the options that display.
         2. Repeat steps 4–5, and then select agent/policies/submitEndorsement from the options that display.

For more details on available permissions in BriteCore, review our permissions documentation.

Access the configuration page for the quote wizard

To access the configuration page for the quote wizard:

1. In the BriteCore menu, select Settings.
2. In the Settings menu, select Modules, and then select Agent Portal.
3. Navigate to the Quote Wizard Settings section.
4. Select Edit Wizard Settings.
5. The Quote Wizard Settings screen displays.

Overview of the Quote Wizard Settings screen

 Figure 2: Quote wizard settings

The Quote Wizard Settings screen is composed of three sections:

• Add New Quote Flow: You can configure a new quote flow for new business or endorsement flows for a specific LOB.
• Default Flow (Endorsement): A default endorsement flow is created as part of the initial site setup. This flow applies to all LOBs.
  • Features: Settings that are available for customizing the default endorsement flow.
  • Placeholders: Key values that represent how the text will render in the UI. It lets you customize the UI wording as well. Placeholders don't impact functionality.
• Default Flow: A default quote flow is created as part of the initial setup and this flow applies to all LOBs.
  • Features: Settings that are available for customizing the default quote flow.
  • Placeholders: Allow you to customize some labels in the BriteCore UI. Placeholders don't impact functionality.

Note: Don't delete the Default Flow or Default Flow (Endorsement).

Add a new quote flow for a specific LOB

To add a new quote flow for a specific LOB:

1. In the BriteCore menu, select Settings.
2. In the Settings menu, select Modules, and then select Agent Portal.
3. Navigate to the Quote Wizard Settings section.
4. Select Edit Wizard Settings. The Quote Wizard Settings screen displays.
5. Under Add New Quote Flow:
   1. Select the Effective Date for the LOB.
   2. Select the State.
   3. Select the Policy Type.
   4. Select the Endorsement Flow checkbox if applicable.
   5. Select Add New Quote Flow to create your quote flow.

The new quote/endorsement flow you created will display on the screen under the Add New Quote Flow Section. Select the arrow next to it to customize the Features and Placeholders.

Customize settings for a quote/endorsement flow

Features refer to the settings available for customizing a new or default quote/endorsement flow. Table 1 summarizes the available settings.

Table 1: Available settings for quote/endorsement flow. 

Customize text display on the UI

Placeholders represent how the text will display on the quoting flow. It doesn't impact functionality in any way. Table 2 summarizes the available placeholder text and default values.

Table 2: Available placeholder text and default values.