Set up additional new business settings

This page is a catch-all for new business settings that don’t fit well into a specific topic.

Allow electronic submission of applications

Clients can control whether applications can be submitted electronically. If electronic submission is disallowed, agents must print and mail the applications. To allow electronic submissions:

  1. Navigate to Settings > Modules > BriteQuote > Options
  2. Check the Allow Electronic Submissions of BriteQuote Applications setting

Do not name property by address

Check the Do not name property by address in Settings > Modules > BriteQuote > Options.

Use Location or Property

Clients can choose whether new properties default to Location or Property. To enable:

  1. Navigate to Settings > Advanced Settings.
  2. Search for risk_default_naming.
  3. Select Property or Location.

This setting shouldn’t be changed after a client is live and writing business.

Designate a primary property

A setting allows clients and their agents to designate a primary property on a multi-property policy to provide an accurate rate. Identifying a primary property is important for lines of business, like Workers’ Compensation, where rates are based upon a particular territory or ZIP code.

To enable:

  1. Login as an Administrator.
  2. Navigate to Settings > Advanced.
  3. Search for show-primary-property.
  4. Set to True.

Note: If the Primary Address is deleted, the next address with a valid ZIP code will be set as the Primary Property.

image2018-8-29_9-4-31.png
Figure 1: New view.

Default to application mode on quoting

The advanced setting default-to-application-mode-on-quoting allows users to hide the toggle button in the quoting wizard (V2), which toggles between two modes: quote and application. With this setting enabled, users will only see the application screen when they create a new quote. Hiding quote mode facilitates the quoting process by making it more uncluttered and straight-forward, thus permitting agents to submit new applications quickly. To enable this setting, contact the support team.

All active applications created in quote mode before this setting is enabled will not be updated to application mode after it is set to True.