Temporarily suspend quoting

Create a suspension

  1. Navigate to Settings > Modules > BriteQuote > BriteQuote Suspensions.
  2. Select Setup BriteQuote Suspensions.
  3. Complete the form:
    1. Suspension of Binding Authority and Suspension of Application Submission can be applied to the entire agency force with one suspension.
    2. 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 Types. Unselect Open to Quoting, which will remove the policy type from quoting for the entire agency force until Open to Quoting is selected again.
  4. Select Save Suspension.

Edit a suspension

  1. Navigate to Settings > Modules > BriteQuote > BriteQuote Suspensions.
  2. Select Setup BriteQuote Suspensions.
  3. Locate the suspension in question.
  4. Select Edit.

Remove a suspension

  1. Navigate to Settings > Modules > BriteQuote > BriteQuote Suspensions.
  2. Select Setup BriteQuote Suspensions.
  3. Locate the suspension in question.
  4. Select Remove.

Note: To retain a history of suspensions, consider altering the date of an in-force suspension rather than deleting it.