Lines overview

Classic Lines documentation

BriteLines documentation

Overview

• Lines overview
• Supported lines of business
• Lines terminology

BriteLines training

• Start BriteLines training
• Lines of Business screen
• Line Overview screen
• Products
• Policy Information
• Risk Types
• Product versioning
• Rating risks
• Data fields
• Rate tables
• Calculations
• Items
• Rate Preview
• Review and next steps

Product versioning

• Product versioning overview
• Create a new product version
• Edit a product version
• Publish a product version
• Change an effective date
• Revert a published product version to a draft
• Switch between product versions
• Lock and unlock product versions
• View archived product versions
• Archive a product version
• Reinstate an archived product version
• Map product versions

Product inheritance

• Product inheritance overview
• Revert to Inherited

Products

• Product settings
• Add a product
• Edit a product
• Add products to a hierarchy
• Rename a product

Lines of business

• Add a new line of business
• Rename a line of business
• Export and import a line of business

Product versioning

• Product versioning overview
• Create a new product version
• Edit a product version
• Publish a product version
• Delete a product version
• Change an effective date
• Revert a published product version to a draft
• Switch between product versions
• Lock and unlock product versions
• View archived product versions
• Archive a product version
• Reinstate an archived product version
• Map product versions
•  

Product inheritance

• Product inheritance overview
• Revert to Inherited

Risk types overview

• Risk types overview

Risk types

• Risk Type hierarchy
• Add a risk type
• Add nested risk types
• Copy a risk type
• Edit a risk type
• Delete a risk type

Risks

• Renumber risks

Risk name templates

• Risk name templates overview
• Edit a risk name template

Data fields overview

• Data fields overview

Data fields setup

• Data field type configuration options
• Data field validators
• Preformatted data fields
• Data field formats
• Option Selection overview
• Use a risk type as an Option Selection source
• Make non-required rating fields optional

Add and edit data fields

• Add a data field to a risk type
• Edit a data field
• Delete a data field

Data fields configuration

• Option Selection overview
• Use a risk type as an Option Selection source
• Make non-required rating fields optional

Rating overview

• Rating overview

Rate tables

• Rate tables overview
• Rate table sources
• Rate table default values
• Automatically populate rate table data
• Tiers and resolution types
• Rate table sorting
• Add a rate table to a risk type
• Edit a rate table
• Delete a rate table

Calculations

• Write calculations
• Calculation functions
• Calculation variables
• Pro-rata premium calculations
• Add a calculation to a risk type
• Edit a calculation
• Delete a calculation
• Risk querying

Rate Preview

• Rate Preview overview
• Access the Rate Preview screen
• Preview rates
• Rating calculations
• Rename a scenario
• Copy a scenario to a new scenario
• Clear a scenario
• Share a scenario link
• Delete a scenario

Items overview

• Items overview

Add and edit items

• Add an item to a risk type
• Edit an item
• Delete an item
• Add a deductible to an item

Item limits

• Item limits overview
• Add a limit to an item
• Delete a limit from an item

Risk type calculations

• Add a calculation to a risk type
• Edit a risk type calculation
• Delete a risk type calculation