Step 6 – Submit

On the Submit screen, you can review all information entered for the policy and save or submit the policy.

Edit information

In your review, you may notice information that needs to be edited. To edit information navigate to the section you want to edit and select the associated Edit link. BriteCore will direct you to the associated screen to complete your edits.

Links

On the Submit screen, you will also notice links, specifically in the Contacts and Risks sections.

  • Under Contacts, each contact name appears as a link. When you select the link, BriteCore directs you to the contact’s Information screen in the Contacts module. You can update the contact’s information on this screen.
  • Under Risks, the property/risk address appears as a link. When you select the link, BriteCore directs you to the Risks screen, where you can add/edit the address of the risk, if applicable.

Complete Submit screen

After you review the information and are ready to submit, select Save Policy. The Policy Saved! dialog box will open and display the following message:

Your policy (<Policy Number>) has been saved successfully.

The policy number appears as a link. You can access the policy by selecting that link.