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Create a New Policy

  • Updated

Button

Purpose

The Create a Policy or Create a New Policy button redirects users to the Policy Setup screen so they can enter new policy information.

Location

The button appears in three screens of the Provider Administrator portal:

  • Policies: Under the Search tab.
  • Legacy Search: When the advanced setting enable-new-policy-search is set to True.
  • Daily Cash Receipt under the Payments tab. The Payments tab and the Daily Cash Receipt screen appear regardless of advanced settings.

If the advanced setting enable-new-policy-search is set to False, the Legacy Search screen will load as the default Policies screen. The images below show the locations of the Create a New Policy button.

Usage considerations

If the Quote Wizard is enabled via the Policies advanced setting use-wizard to True; the user will see Create a New Policy and Create Policy (Legacy), the latter will redirect users to BriteCore’s legacy policy builder.

Additional topics of interest

 

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