Release Date: August 2021
Since it can be time-consuming going back and forth between BriteQuote and the Underwriter Review Summary to review a quote, we added tools to make the process quicker and easier.
Note: These changes affect only administrators and underwriters. Agents won’t see any changes.
When an administrator or underwriter views a quote, they can use the new tools to:
- View the Underwriter Review Summary while quoting.
- Select the Quote Assignee on the Underwriter Review Summary screen.
Note: Administrators and underwriters will no longer be required to search for the quote in the Underwriter Queue to change the assignee.
To view the Underwriter Review Summary while quoting:
- While creating a quote, in the Creating New Quote sidebar, select Review Quote.
Note: Agents won’t see Review Quote in the Creating New Quote sidebar.
To assign a quote:
- On the Underwriter Review Summary screen, in the Quote Assignee dropdown list, select the appropriate assignee.
Please direct any questions to your customer service and support teams.