28 July 2016

BriteQuote policy search filters

  • When agents searched the Policies module in BriteQuote, the filters Unsubmitted Applications and Submitted Applications were selected. This default behavior caused some confusion.
  • This change updates the default filter selection. When the page loads, no filters will be selected. Clicking Go, then, will return all applicable policies. Agents may use the checkboxes to limit their search results.

Quoting restrictions | Documentation

  • Two new BriteQuote settings allow you to define how far into the past and how far into the future the effective date of a quote may be