Set up mandatory line items

Agents can remove line items from a policy in the Agent Portal Policy Builder by default. To prevent agents from being able to remove line items from a policy, you can set up mandatory line items. To set up mandatory line items:

1. In the BriteCore menu, select Lines.
2. On the Effective Dates screen, select the effective date you want to use.
3. In the Select a State or Province dropdown list, select a state.
4. In the policy types list, navigate to the policy type you want to change, and then in the Policy Type Name box, select the edit pencil icon.
5. In the Setup section, navigate to the line item you want to change, and then select the edit pencil icon.
6. In the Edit Line Item dialog box, select Setup, and then complete the following steps:
   1. In the Options section, select Line item is [Mandatory/Default] for this policy type.
   2. In the [Mandatory/Default] dropdown list, select Mandatory.
7. At the bottom of the screen, select Save.