Remove an unwanted quote or application

Retain the data

  1. Within the Provider Administrator portal, navigate to Policies.
  2. Access the quote or application.
  3. Set the policy status to rejected.

Permanently delete the data

  1. Within the Provider Administrator portal, navigate to Policies.
  2. Edit implementation on BriteCore Policies.
  3. Verify this is the correct action, as the data can’t be retrieved once deleted.
  4. Access the policy in the Policies search using # followed by the policy number (i.e., #10-2017-1).
  5. Select the X.

Note: Please delete data with care. Data can’t be retrieved once deleted.