Contacts

Gen 3

Contacts

Remove lines of business from an agency

In the Configuration tab, you can remove lines of business for each business location of an agency.

To remove lines of business from an agency, open the Configuration tab of the desired agency and:

  1. From the display of business locations, select the state from which you will remove lines of business. When you select a state, all lines of business the agency is open to quoting will populate in the Open to Quoting box.
    • If the agency writes business in more than four states, the states will display in the State dropdown list.
    • If the agency writes business in four states or less, the states will display as tabs beneath the + Add another state to this agency button.
  2. In the Open to Quoting box, select the line of business you want to remove.
  3. Select the Remove > button. The line of business will move from the Open to Quoting box to the Not Open to Quoting box.
  4. To remove additional lines of business from the selected business location, repeat steps 2 and 3.
  5. When you are finished removing lines of business from the selected business location, select Save Changes.

Usage considerations

If you want to remove all lines of business from an agency’s business location, you can select the Remove All Lines of Business link. BriteCore will remove all lines of business from the Open to Quoting box and will populate the Not Open to Quoting box with those lines.

If several lines of business populate the Open to Quoting box, and the agency’s business location only quotes a few lines of business, it can be more efficient to select the Remove All Lines of Business link, and then add the few lines of business the agency will quote. See Add lines of business to an agency.