Set up effective date behavior in the quote wizard

You can change the effective date of a policy while quoting. You can also add new lines effective dates. If you add a new lines effective date, change the effective date of a policy in a quote, and the policy’s new effective date falls after the new lines effective date, then BriteCore will automatically move the quote to the new lines effective date. When this occurs, BriteCore clears the previous rating data of the quote, and the agent must re-enter the rating information.

When enabled, a setting can lock quotes to the lines effective date, which prevents quotes from automatically switching to a new lines effective date when a policy’s effective date changes.

To enable this setting:

  1. Navigate to Settings > Modules > Agent Portal > Options.
  2. Select the Prevent auto switching quotes to a new lines effective date upon policy effective date change checkbox.
  3. Select Save.