The use-unbound-options advanced setting can be used to display multiple unbound options on the Submit screen of an application/quote in BriteQuote. The unbound options that display must be configured before you enable the use-unbound-options advanced setting. The unbound options you configure can provide an explanation for why an application/quote is submitted unbound and if payment is required. When an agent selects an unbound option, the selection will be recorded in:
- The Application Submission Type subsection of the policy’s Overview section.
- The Policy Application note that’s generated when an application is submitted.
- The email notification sent out to designated recipients when an application is submitted from BriteQuote and when an application is submitted unbound from BriteQuote.
The use-unbound-options advanced setting requires True and False buttons.
By default, the use-unbound-options advanced setting is set to False, so additional unbound options won’t display on the Submit screen of an application/quote. An agent can only choose to submit an application bound or to submit an application unbound.
Changing the default
To change the default, navigate to Settings > Advanced and search for use-unbound-options. Change the setting to True. Now, when an agent is on the Submit screen of an application/quote and is submitting an application/quote unbound, the agent will have more than one option to choose from.
You must configure your unbound options before they can be displayed when the advanced setting use-unbound-options is enabled. You can configure these options with your BriteCore content analyst.