Settings

Settings

Policy Lifecycle – Get started

When setting up the Policy Lifecycle, you will need to configure the settings in the following sections:

  • Choose a State
  • Lifecycle Parameters
  • Billing
  • Payment
  • Non-Pay
  • Cancellation
  • Non-Renew
  • Continuation
  • Reinstatement
  • Expiration

Access the Policy Lifecycle

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Modules, and then select Policies.
  3. On the Policies screen, under Policy Lifecycle, select Edit.
  4. In the Confirm dialog box, select Yes to save your data before proceeding.

You are now on the Policy Lifecycle screen, where you can configure Choose a State and Lifecycle Parameters.