Rewrite a policy

You may choose to rewrite a policy for a number of reasons. For example, you may need to change the policy type, in which case you would need to rewrite the policy.

When you rewrite a policy:

  • A link to the old policy will appear in the policy header of the new rewritten policy.
  • Policy data from the old policy will automatically copy to the new policy.
  • Any linked claims on the Accounts Receivable screen of the old policy won’t be copied to the new policy.
  • The cancel date of the old policy will be the same as the effective date of the new policy.

Note: To prevent the cancellation date from automatically being the same as the new effective date, you can cancel the old policy on the desired cancel date and then rewrite the policy.

To rewrite the policy:

  1. On the Policy Search screen, locate and access the policy you want to rewrite.
  2. In the policy header, select Rewrite Policy. The Rewrite Policy dialog box will display.
  3. From the Reason dropdown list, select the reason you’re rewriting the policy.
  4. Select the Policy ID. You can choose to use a new system generated ID, to use the current policy ID, or to manually create an ID.
  5. In the Effective Date box, type the effective date of the policy using MM/DD/YYYY format.
  6. From the Term dropdown list, select the term length for the rewritten policy.
  7. Select Done.

Once the policy is rewritten, BriteCore automatically directs you to the new policy.

Usage considerations

  • A policy can be rewritten only if it has been issued (committed).
  • If the On rewrite, automatically transfer return premium to the newly rewritten policy setting is enabled, then any return premium will automatically transfer to the new policy. If the setting isn’t used, navigate to the Return Premium Queue and transfer the return premium to the new policy.