Lines

Gen 3

Lines

Sublines overview

A subline is a collection of line items. You can use sublines to group coverages normally found together on a policy. When you add a new subline to a policy type, you can set up the subline using the options below.

Subline types

Choosing the correct subline type is important. Loss reporting vendors like ISO APLUS and LexisNexis CLUE use subline types for accurate reporting. In BriteCore, the Claims module references the subline type to correctly identify a claim as property or liability.

You can choose from three types of sublines:

  • Liability
  • Property
  • Inland marine

Subline options

You can use this section to set up a subline.

Mandatory/Default

Once you add a new subline to a policy type, you can select the Subline is [Mandatory/Default] for this policy type setting to set the subline to Mandatory or Default.

  • Mandatory sublines are automatically added to a policy and can’t be removed.
  • Default sublines are automatically added to a policy but can be removed.

Multiples

You can use the Allow multiples of this subline setting to add a subline to a policy multiple times.

Hide

You can make managing internal-use-only items like discounts easier by grouping them in a subline and hiding the subline from users in the Agent portal, Administrator portal, or both.

To hide a subline from the Agent portal, Administrator portal, or both, select the Hide from [BriteCore/BriteQuote] checkbox workflow if enabled setting, and then, in the dropdown list, select one of the following items:

  • BriteCore & BriteQuote (Administrator and Agent portals)
  • BriteCore Only (Administrator portal)
  • BriteQuote Only (Agent portal)