Set up line item groups

Line item groups allow a relationship to be established among line items. When line items are related, or when one of the items of the Line Item Group is added to a policy, the user is prompted to add the other items within the group.

Important: This functionality has been superseded by underwriting rules.

To set up line item groups:

  1. In the BriteCore menu, select Lines.
  2. On the Effective Dates screen, select the effective date you want to use.
  3. On the Policy Types screen, select the Components dropdown list, and then select Line Item Groups.
  4. In the Line Item Groups section, complete the following steps:
    1. In the Select State or Province dropdown list, select a state or province.
    2. In the Select a Policy Type dropdown list, select a policy type.
    3. Select the Add a New Line Item Group plus icon.
  5. In the Line Item Group Setup dialog box, complete the following steps:
    1. In the Line Item Group Name box, type the name of the line item group you want to set up.
    2. In the Line Items to Include section, select the line items you want to include. Select the folders to view all of the available line items.
    3. Select Done.