Change policy statuses

BriteCore uses the status of a policy to:

• Differentiate between quotes, applications, and policies.
• Distinguish between active and historical policies.
• Separate unsubmitted, submitted, and rejected applications.

For example, if a policy is Active, BriteCore will process the accounts receivable information for the policy during daycron processes. If a policy is Rejected, BriteCore won't process the accounts receivable information during daycron processes. A policy may have one of the following statuses:

• Active
• Historical
• Quote - Internal Use Only
• Rejected
• Unsubmitted
• Submitted

You can use policy statuses to filter your search results. To change a policy's status:

1. In the navigation, select Policies.
2. On the Policies List screen, select a policy number to open a policy.
3. If the policy doesn't have an open revision, create a new revision.
4. In the Policy Status box, select Edit to open the Policy Status dialog box.
5. Select a policy status from the list.
6. Select Done.
7. Commit the revision.