Agent portal - Binding Authority settings

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

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 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.