In BriteCore's settings, you can configure the Agent portal to suit your needs.
The Agent portal has several settings sections:
- Payment
- Binding Authority
- Options
- Terms and BriteQuote Suspensions
- Agent Dashboard Text
In the Binding Authority settings section, you can select how you want to handle unbound applications.
Access the Agent portal Binding Authority settings section
- In the BriteCore menu, select Settings.
- In the Settings menu, select Modules, and then select Agent Portal.
- On the Agent Portal screen, navigate to the Binding Authority section.
Binding Authority settings
Binding Authority options:
- Allow Bound Applications: Allows agents to submit bound applications.
- Default Applications to Bound: Applications will be submitted as bound unless a trigger is activated to require unbound submission.
- Do not allow applications to be written/submitted with an effective date more than XX days in the past: Restricts how far in the past you can set a policy's effective date while quoting. The options range from 0 to 90 days.
Note: The logic is inclusive, so if you restrict quotes to 15 days in the past, BriteCore will disallow quote effective dates 15 days or older.
- Do not allow applications to be written/submitted with an effective date more than XX days in the future: Restricts how far in the future you can set a policy's effective date while quoting. The options range from 0 to 90 days.
Note: The logic is inclusive, so if you restrict quotes to 15 days in the future, BriteCore will disallow quotes with effective dates 15 days or more in the future.