Multi-policy discount

A multi-policy discount can be applied when an insured has two or more active policies. Linking these policies allows BriteCore to track multi-policy discount eligibility. Checks for multi-policy discount eligibility are performed during the renewal of a policy. Linked policies will also have combined billing.

The multi-policy-eligible advanced setting determines the policy types eligible for a multi-policy discount. During the renewal process, BriteCore checks database tables to determine if the policy group is eligible for a multi-policy discount. Policy types should be entered as a comma-separated list.

Enable multi-policy eligible setting

  1. Navigate to Settings > Advanced.
  2. Search multi-policy-eligible.
  3. Enter policy types eligible for a multi-policy discount as a comma-separated list in the Setting Value box.

Link policies

In BriteCore, multi-policy discounts and combined billing require policy groups, which are created by linking policies. The instructions in this section describe how to link policies.

Link to an existing policy

  1. Open a policy.
  2. Select the link icon in the top right corner of the policy.
  3. In the Linked Policies dialog box, search for a policy to link.
    Note: Because you will most often want to link policies with the same insured, it will be most helpful to search for policies by insured name.
  4. Select the policy that you would like to link.

Create a new linked policy

To link new policies, BriteCore recommends creating each new policy using your standard quoting procedure, 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.

To create a new linked policy:

  1. Open a policy.
  2. Select the purple link icon in the top right corner of the policy.
  3. Select Create New Linked Policy. BriteCore will create a duplicate policy with a new policy number.

Remove a linked policy

  1. Open a policy.
  2. Select the link icon in the top right corner of the policy.
  3. Select the red X next to the linked policy that you want to remove.