Policies

Policies

Manage risk addresses

The risk address is the property covered by the policy. The risk address will typically be added during quoting, and an insured will get a new policy if the risk address changes. You can customize the name of a property when endorsing a policy.

Important: Changing the risk address on an open revision in BriteCore is primarily used for testing BriteCore functionality.

Edit the name of the property

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. If the policy doesn’t have an open revision, create a new revision.
  4. Select Property.
  5. Below the property name, select Edit.
  6. In the box, type the custom property name.
  7. Select outside of the box to deselect the box and save your change.
  8. Commit the revision.

Change the risk address

Note: If you change the risk address on an existing policy, you will need to rate the revision.

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. If the policy doesn’t have an open revision, create a new revision.
  4. Select Property.
  5. In the Risk Address subsection, complete one of the following:
    • Select Copy From Named Insured.
    • Add a risk address manually:
      1. In the Address boxes, type the street address.
      2. In the Zip box, type the ZIP code. Adding the ZIP code will automatically update the Country, City, and County dropdown lists.
      3. Verify the Country, City, and County dropdown lists are correct.
  6. From the Distance to Nearest Hydrant dropdown list, select either Less Than or Equal to 1,000 Feet or Greater Than 1,000 Feet.
  7. Select the Get Protection Class button. BriteCore will retrieve the protection class from a risk assessment vendor partner.
  8. From the Fire District dropdown list, select the fire district.
  9. Commit the revision.