In Quote Version 2, you can create quotes for new business and migrate policies from a legacy system. The first screen you will complete in Quote Version 2 is the Policy Setup screen.
Important: The following instructions apply to the default view of the Policy Setup screen. Depending on settings and configuration, your Policy Setup screen's appearance may vary.
To set up a policy:
Note: Before accessing the Policy Setup screen, you need to select the policy type that you're quoting. You can't quote multi-location policy types from the Provider Administrator portal.
- In the Provider Administrator portal, select Policies.
- On the Policy Search screen, select Create a New Policy.
- On the Policy Types screen, in the Policy Effective Date box, type the effective date of the policy or use the date picker to select the effective date of the policy.
- Below the Policy Effective Date box, select the policy type you want to quote.
- On the Policy Setup screen, review the Policy Effective Date, State (if applicable), and Policy Type boxes to ensure the information is correct.
Note: If you don't write business in more than one state, the State box may not appear.
- Below the Policy Effective Date box or, if applicable, the State box, select the LOB you're creating the quote for.
- In the Policy Term dropdown list, select the term length.
Note: By default, the Policy Term box displays 1 Year.
- If applicable, select Process this policy as a renewal.
Note: The policy will be added to BriteCore as a renewed policy.
- If there are questions under the Policy Term box, select the appropriate answer for each question.
- When you're finished, at the bottom of the screen, select Continue Adding Policy.