Rules overview

Rules improve the quoting experience by limiting the number of questions an agent has to answer. Using underwriting rules narrows the scope of quoting form questions based on policy type and other criteria. Underwriting rules also change answer options based on selected answers.

Underwriting rules

Using triggers, effects, and logic, underwriting rules add or remove line items or category options when a user selects a specified option while building a policy. 

Underwriting rules can use: 

  • One or multiple triggers.
  • One or multiple effects
  • And logic.
  • Or logic.
  • Both and and or logic.

More information

In BriteCore, the Generation 2 Rules engine is configured in the Lines module.

To find more information about underwriting rules and lines, visit Lines > Policies and Rating > Underwriting rules.