Contacts

Gen 3

Contacts

Revert a change to an agent of record

If you changed the agent of record by mistake, you can revert and archive the change.

To revert a change to an agent of record, open the agent that was changed and:

  1. Navigate to the Notes tab of the contact.
  2. Use the Search for a Note box to type and search for Policies Reassigned.
  3. If the search generates more than one result, ensure you select the Policies Reassigned note for the correct date.
  4. At the end of the Policies Reassigned note, you will see an ID that appears as a string of numbers and letters. Copy the entire ID.
  5. Navigate to and select Support Tools at the bottom of any BriteCore screen, and then select Revert Agent Policies Transfer.
  6. In the Archive ID box, paste the ID you copied from the Policies Reassigned note.
  7. Select Revert. If the reverting of a change to an agent was successful, a banner will appear across the page stating Success! All modified policies were reverted to their original state.

    Note: BriteCore will create an Agent Reverted note in the Notes section of the policy. BriteCore will create a Policies Reverted note in both agents involved in the transfer.