In BriteCore, the Agent portal has the following module-specific settings sections:
- Payment
- No Payment
- The first installment of the chosen billing schedule
- XX% of the term premium plus any initial fees
- $x.xx flat fee
- Allow manual payment override for initial downpayment. (Reason required for submission)
- Allow the insured to pay more than the initial downpayment on submission
- Do not require an initial downpayment if application is submitted unbound
- Do not require an initial downpayment when a policy is mortgagee billed
- Link to a form for the Agent/Insured to fill out in order to enroll in automated payments
- Binding Authority
- Allow Bound Applications
- Default Applications to Bound
- Do not allow applications to be written/submitted with an effective date more than XX days in the past
- Do not allow applications to be written/submitted with an effective date more than XX days in the future
- Options
- Remove "No Answer Provided" from Application
- Allow Custom term lengths in BriteQuote
- Allow electronic submissions of BriteQuote applications
- Do not name property by address
- Allow property valuations only on applications
- Only display printed deliverables in Policies and Claims 'Documents' page
- Display 'To Be Determined' Declarations
- Restrict credit scoring to select Policy Types
- Allow agents/agencies to create certain deliverables
- Prevent auto switching quotes to a new lines effective date upon policy effective date change
- Terms
- Set the term length for each policy type
- Set the term length for each policy type
- BriteQuote Suspensions
- Set up BriteQuote Suspensions
- Set up BriteQuote Suspensions
- Agent Dashboard text
- Customize the text agents see when they log in to BriteCore.
To access the Agent portal module-specific settings sections:
- In the BriteCore menu, select Settings.
- In the Settings menu, select Modules, and then select Agent Portal.
- On the Agent Portal screen, you will see all of the module-specific settings for the Agent portal.