Set up effective date parameters while quoting

Clients can set parameters for how far into the past and/or future the effective dates for a policy can be set when quoting.

To set parameters:

  1. Navigate to Settings > Modules > Agent Portal > Binding Authority.
  2. Navigate to and select one or both of these checkboxes:
    • Do not allow applications to be written/submitted with an effective date more than ___ days in the past.
    • Do not allow applications to be written/submitted with an effective date more than ___ days in the future.
  3. From the dropdown list of each selected setting, select the number that represents the limit for days in the past/future that a policy’s effective date can be set while quoting.
  4. Select Save.

Usage considerations

  • The code uses inclusive logic. If you restrict quotes to 15 days in the past, BriteCore will disallow quotes 15 days or older from being quoted.
  • Any unsubmitted quotes or applications with effective dates outside the defined range will automatically be set to today’s date when a quote or application is accessed. Once the application is submitted, the setting restriction no longer applies.
  • When an agent accesses an open quote or application with an effective date outside the defined range or enters an effective date outside the defined range on a new quote, a popup window will open with the following message:

    The entered effective date is more than the allowed {# of days} number of days in the {future/past}. Please note that the effective date has been reset to {today’s date}.