Create a Suspension
- Navigate to Settings > Modules > BriteQuote > BriteQuote Suspensions
- Select Setup BriteQuote Suspensions
- Complete the form
- Suspension of Binding Authority and Suspension of Application Submission can be applied to the entire agency force with one suspension
- Suspension of Quoting can be applied to one agency at a time or by policy type. To suspend quoting for the entire agency force, navigate to Lines > most recent Effective Date > Policy Type. Uncheck Open to Quoting, which will remove the policy type from quoting for the entire agency force until Open to Quoting is rechecked.
- Select Save Suspension
Edit a Suspension
- Navigate to Settings > Modules > BriteQuote > BriteQuote Suspensions
- Select Setup BriteQuote Suspensions
- Locate the suspension in question
- Select Edit
Remove a Suspension
- Navigate to Settings > Modules > BriteQuote > BriteQuote Suspensions
- Select Setup BriteQuote Suspensions
- Locate the suspension in question
- Select Remove
Note: To retain a history of suspensions, consider altering the date of an in-force suspension rather than deleting it.