Link policies

In BriteCore, multi policy discounts and combined billing require policy groups, which are created by linking policies. A policy can be linked to one policy group only. If you try to link a policy to more than one policy group, a Warning pop-up window will appear stating that the policy already exists in a policy group.

Link to an existing policy

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. Under the Policy ID, select the purple link icon to open the Linked Policies dialog box.
  4. In the Linked Policies dialog box, use the Search box to search for a policy to link.

Note: Because you will most often want to link policies with the same insured, it is quicker to search for policies by insured name.

  1. Select the policy you want to link.
  2. Select Done to close the Linked Policies dialog box. The policies are now linked.

Create a new linked policy

To link new policies, it’s best to create each new policy using your standard quote flow, and then link the policies once they’re created. However, you can use the Create New Linked Policy button to create a duplicate policy that is linked to the original.

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. Under the Policy ID, select the purple link icon to open the Linked Policies dialog box.
  4. Select Create New Linked Policy. BriteCore will create a duplicate policy with a new policy number.

Remove a linked policy

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. Under the Policy ID, select the purple link icon to open the Linked Policies dialog box.
  4. Select the red X to the left of the linked policy you want to remove. A Warning pop-up window will appear asking you to confirm that you want to remove the policy from the group.
  5. Select OK.
  6. Select Done to close the Linked Policies dialog box.