Navigate quote wizard by URL

You can navigate to various screens within the quote wizard by changing the URL. The quote wizard URL in the Provider Administrator portal is:  

<client>.britecorepro.com/britecore/policies/wizard/<screen name>?policyId=UUID

If you’re accessing the Setup screen of the quote wizard for a client named Test Agency in the Provider Administrator portal, then the URL would be:

testagency.britecorepro.com/britecore/policies/wizard/policy_setup?policyId=UUID

The quote wizard URL in the Agent portal is:

<client>.britecorepro.com/agent/policies/wizard/<screen name>?policyId=UUID

If you are accessing the Setup screen of the quote wizard for a client named Test Agency in the Agent portal, then the URL would be:

testagency.britecorepro.com/agent/policies/wizard/policy_setup?policyId=UUID

To navigate to a different screen or step within the quote wizard, change the screen name that follows /wizard/ and maintain the policy ID parameter: policyId=UUID.

For example, in the Provider Administrator portal, if you want to navigate to the Risks screen in the quote wizard from the Setup screen in the quote wizard by changing the URL, you would change this:

testagency.britecorepro.com/britecore/policies/wizard/policy_setup?policyId=UUID

to this:

testagency.britecorepro.com/britecore/policies/wizard/risk_details?policyId=UUID

Provider Administrator portal

In the Provider Administrator portal:

  • To access the Setup screen, type policy_setup.
  • To access the Contacts screen, type policy_contacts.
  • To access the Risks screen, type risk_details.
  • To access the Rating screen, type risk_builder.
  • To access the Underwriting screen, type review_status.
  • To access the Billing screen, type policy_billing.
  • To access the Submit screen, type policy_submit.

Agent portal

In the Agent portal:

  • To access the Setup screen, type policy_setup.
  • To access the Contacts screen, type policy_contacts.
  • To access the Risks screen, type risk_builder.
  • To access the Questions screen, type application_builder.
  • To access the Underwriting screen, type review_status.
  • To access the Billing screen, type policy_billing.
  • To access the Application screen, type application.