Agent portal - Terms and BriteQuote Suspensions

In BriteCore's settings, you can configure the Agent portal to suit your needs.

There are several sections of settings, including:

• Payment
• Binding Authority
• Options
• Terms and BriteQuote Suspensions
• Agent Dashboard Text

In the Terms settings section, you can select policy term lengths. In the BriteQuote Suspensions settings section, you can set up BriteQuote suspensions.

Access the Agent portal Terms or BriteQuote Suspensions settings sections

1. In the BriteCore menu, select Settings.
2. In the Settings menu, select Modules, and then select Agent Portal.
3. On the Agent Portal screen, navigate to one of the following sections: Terms or BriteQuote Suspensions.

Terms settings

Terms options:

• State dropdown list: Allows you to select a state.
• Policy type term length: Allows you to select the appropriate term length for each policy type for the selected state.

BriteQuote Suspensions settings

The Suspension Mapping setting enhances the agent quoting process by providing agents with vital information about restricted areas such as closed, burn-prone, and flood-prone regions. This functionality aims to empower agents to make informed decisions, preventing them from proceeding with quotes in these restricted areas. The suspension map is integrated into the quote wizard, offering a clear visualization of areas with suspensions based on zip codes. When choosing the type of suspension, various options are available, including binding authority, suspension of application submission, suspension of quoting, suspension of the straight-through process, and suspension of endorsements.

Setup Instructions:

A carrier administrator has the ability to set up suspension mapping within BriteCore’s configuration screens. 

1. Navigate to Settings:
   • Go to Settings > Module > Agent Portal.
2. Access BriteQuote Suspension Setup:
   • Select setup BriteQuote Suspension.
3. Add Suspension:
   • Select the "Add Suspension" button.
   • Complete the required information in the module:
     • Title: Name the suspension for reference.
     • Agent/Agency: Specify the association of the suspension.
     • Start and End Date: Define the duration of suspension.
     • Suspension Type: Specify the type of suspension (e.g., suspend quoting).
     • Suspension Restriction Area: Choose between ZIP code or county level for the restriction.
4. Configure Quote Wizard Setup:
   • Proceed to Quote Wizard Setup
     • Go to Settings > Module > Agent Portal.
   • Enable the following two settings on the respective flows:
     • setup_policy.form.suspensions_map
     • setup_policy.form.property_zip

Utilizing the Feature:

1. Prerequisites:
   • Confirm that the carrier is using Quote Wizard.
   • Ensure Google Maps advanced setting is enabled with the API key. 
   • Confirm above settings are properly configured.
2. Agent Login:
   • Log in as an agent on the platform.
3. Create a Quote:
   • Begin the process of creating a quote as usual.
4. Access Suspension Map:
   • On the setup page of the quote wizard, the suspension map is available.
5. Verify Suspension Areas:
   • Confirm that the map displays all active suspensions associated with the current user's state and policy type.
   • When entering a zip code, observe if the map highlights the corresponding area if it falls under a suspension.