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Home > Settings overview > Module settings documentation

Module settings documentation

Settings overview
Permissions documentation
Module settings documentation
Advanced settings documentation

Module-specific settings

Module-specific settings
  • Module-specific settings overview
Agent portal settings
  • Agent portal module-specific settings overview
  • Payment
  • Binding Authority
  • Options
  • Terms and BriteQuote Suspensions
  • Agent Dashboard text
Lines settings
  • Lines module-specific settings overview
  • Options
  • Persistent Builder Options
  • Policy Annual Premium Rounding
Policies settings
  • Policies module-specific settings overview
  • Set policy terms
Claims settings
Claims settings
  • Options – Disable Claims Emails
  • Options – Allow Historical Claims
  • Options – Track Major/Minor Claims
  • Options – Default Claims notes to show user generated notes
  • Options – Disable Notes Edit
  • Claim Numbers
  • Assign Adjusters
  • Claim Payment Classifications
  • Processed Claims Agent Email Body
Contacts settings
  • Contact Pop-Up
  • Legal Entity Types
  • Active Fields in BriteCore
  • Duplicate SSNs
  • Dates to Remember
  • Commission Payments
  • Commission Structures
  • Commission Reports
Claims settings
  • Merging duplicate mortgagee contacts
  • Reverting mortgagee policies transfer
  • Unarchiving a contact

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