In BriteCore's settings, you can configure the Agent portal to suit your needs.
There are several sections of settings, including:
In Options, you can select a variety of settings to customize the Agent portal setup.
Access the Agent portal Options 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 Options section.
Options settings
Table 1: Agent portal Options settings section.
| Setting | Description |
| Remove "No Answer Provided" from applications |
No Answer Provided when an application question is unanswered. Unanswered questions on policy application deliverables can be either blank or display No Answer Provided, but BriteCore's default behavior is to display No Answer Provided. Use case: Agents who work in areas with a poor internet connection typically use this setting so they can print the policy application and answer the underwriting questionnaire by hand." data-order="Removes the words No Answer Provided when an application question is unanswered. Unanswered questions on policy application deliverables can be either blank or display No Answer Provided, but BriteCore's default behavior is to display No Answer Provided. Use case: Agents who work in areas with a poor internet connection typically use this setting so they can print the policy application and answer the underwriting questionnaire by hand." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; font-optical-sizing: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"Removes the words No Answer Provided when an application question is unanswered. Unanswered questions on policy application deliverables can be either blank or display No Answer Provided, but BriteCore's default behavior is to display No Answer Provided. Use case: Agents who work in areas with a poor internet connection typically use this setting so they can print the policy application and answer the underwriting questionnaire by hand. |
| Allow Custom term lengths in BriteQuote | Allows agents to create custom policy terms other than standard policy terms. |
| Allow electronic submissions of BriteQuote applications | Allows clients to control whether applications can be submitted electronically. If electronic submissions are disallowed, agents must print and mail the applications. |
| Do not name property by address | Labels properties on a policy as Property 1, Property 2, and so on. The address won't show for labeling the location. |
| Allow property valuations only on applications | Ensures agents access E2Value reports on only applications. This is necessary to consider only if you will be using E2 Value Property Valuations. |
| Only display printed deliverables on Policies and Claims 'Documents' page |
Note: By default, agents can view all printed and to-be-printed policy and claim deliverables that aren't locked." data-order="Limits deliverables to only those that have been printed. Note: By default, agents can view all printed and to-be-printed policy and claim deliverables that aren't locked." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; font-optical-sizing: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"Limits deliverables to only those that have been printed. Note: By default, agents can view all printed and to-be-printed policy and claim deliverables that aren't locked. |
| Display 'To Be Determined' Declarations |
To be determined in addition to documents with the Printed status. Note: If you disable this setting, agents can see only documents with the Printed status." data-order="Allows agents to see declarations with a status of To be determined in addition to documents with the Printed status. Note: If you disable this setting, agents can see only documents with the Printed status." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; font-optical-sizing: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"Allows agents to see declarations with a status of To be determined in addition to documents with the Printed status. Note: If you disable this setting, agents can see only documents with the Printed status. |
| Restrict credit scoring to select Policy Types |
Note: You must have a credit scoring vendor enabled to use this setting." data-order="Allows you to limit credit scoring by policy type. Note: You must have a credit scoring vendor enabled to use this setting." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; font-optical-sizing: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"Allows you to limit credit scoring by policy type. Note: You must have a credit scoring vendor enabled to use this setting. |
| Allow agents/agencies to create certain deliverables |
Note: By default, agents can access but not create deliverables within the Agent Portal." data-order="Allows clients to identify custom deliverables agents can create within the Agent portal. Agents use this feature to generate and print the Insured Scoring Notification prior to application submission. Note: By default, agents can access but not create deliverables within the Agent Portal." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; font-optical-sizing: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"Allows clients to identify custom deliverables agents can create within the Agent portal. Agents use this feature to generate and print the Insured Scoring Notification prior to application submission. Note: By default, agents can access but not create deliverables within the Agent Portal. |
| Show the "Underwriting Contact" section underneath Underwriting Questions | Underwriting Contact section beneath the underwriting questions." data-order="Allows you to show the Underwriting Contact section beneath the underwriting questions." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; font-optical-sizing: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"Allows you to show the Underwriting Contact section beneath the underwriting questions. |
| Prevent auto-switching quotes to a new lines effective date upon policy effective date change |
Note: By default, if the effective date of a quote crosses a new lines effective date, BriteCore will wipe the quote's rating data, requiring the agent to add it again. Use case: Commercial lines quotes are typically created with an arbitrary effective date in mind and then sit for some time prior to being submitted. Then, upon submission, the agent selects a new effective date. Due to the lapse in time, a new lines effective date may have been put into effect." data-order="Locks quotes to effective dates. Clients can determine what BriteCore should do when an agent changes a quote's effective date and, in doing so, crosses a new lines effective date. To avoid this scenario, clients can lock quotes, preventing them from automatically changing the lines effective date when a policy's effective date changes. Note: By default, if the effective date of a quote crosses a new lines effective date, BriteCore will wipe the quote's rating data, requiring the agent to add it again. Use case: Commercial lines quotes are typically created with an arbitrary effective date in mind and then sit for some time prior to being submitted. Then, upon submission, the agent selects a new effective date. Due to the lapse in time, a new lines effective date may have been put into effect." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; font-optical-sizing: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"Locks quotes to effective dates. Clients can determine what BriteCore should do when an agent changes a quote's effective date and, in doing so, crosses a new lines effective date. To avoid this scenario, clients can lock quotes, preventing them from automatically changing the lines effective date when a policy's effective date changes. Note: By default, if the effective date of a quote crosses a new lines effective date, BriteCore will wipe the quote's rating data, requiring the agent to add it again. Use case: Commercial lines quotes are typically created with an arbitrary effective date in mind and then sit for some time prior to being submitted. Then, upon submission, the agent selects a new effective date. Due to the lapse in time, a new lines effective date may have been put into effect. |
| Custom Underwriting Message to display above Underwriting Questions | Allows you to display a custom underwriting message above the underwriting questions. To customize the message, edit the placeholder HTML message. |