UI Update – Agent Policy & Legacy Quote Pages

We are excited to announce the agent policy and legacy quote pages within BriteCore will be released to retain a consistent look across the site.

What’s new/changing?

  • The following page updates will be released to match the existing BriteCore look!
  • The update will not impact the functionality of these pages. See the Resources section for previews of each page.
    • Agent Policy Pages
      • Policy Overview
      • Policy Insured Tab
      • Policy Policy Tab
      • Policy Risk Tab
      • Policy Rating Tab
      • Policy Billing Tab
    • Agent Legacy Quote Pages
      • Legacy Quote Overview
      • Legacy Quote Flow Bar (tab name/header)
      • Legacy Quote Insured Tab
      • Legacy Quote Policy Tab
      • Legacy Quote Risk Tab
      • Legacy Quote Rating Tab
      • Legacy Quote Billing Tab
      • Legacy Quote Attachment Tab
      • Legacy Quote Submit Tab

How does this impact you?

  • A banner will display on the relevant page to be updated in an upcoming release.
    • The banner can be closed but will display again each time you navigate back to the page.
  • An updated banner will display when the updated page is released to production.
    • Once closed, the banner will not display again.
  • The updated pages will provide users with a more streamlined experience when navigating from page to page.
  • The update will not impact processes or functionality.
  • An action or setting is not required to enable or disable the new page. When the new page is released, the update will automatically display.

When will the change occur?

  • Please see the page banner for your specific release date. You will receive a page banner approximately one week prior to your page release.
  • Keep an eye on the release notes to see the new UI updates as they are released.

Where to direct questions?

  • Please contact your Customer Success Manager with any questions

Resources

  • The following previews are examples that are subject to minor changes prior to release.

After

Before


Overview Screen

Overview Screen
Legacy Overview Screen

Insureds Tab

Insureds Tab
Legacy Insureds Tab

Policy Tab

Policy Tab
Legacy Policy Tab

Policy Tab (2)

Policy Tab (2)

Risks Tab

Risks Tab
Legacy Risks Tab

Rating Tab

Rating Tab
Legacy Rating Tab

Rating Tab (2)

Rating Tab (2)

Billing Tab

Billing Tab
Legacy Billing Tab

Billing Tab (2)

Billing Tab (2)
Legacy Billing Tab (2)

Attachments Tab

Attachments Tab
Legacy Attachments

Submit Tab

Submit Tab
Legacy Submit Tab

Additional information