8 May 2018

Disallow Categories in the Policy Wizard

  • A standard category can be disallowed. While quoting with the Policy Wizard, if a disallowed category value is selected, the user will be notified and prevented from proceeding.
  • To disallow a category, complete the following steps:
    1. Navigate to Lines
    2. Select an effective date, state, policy type, and line item
      • The line item must use standard rate categories.
    3. Navigate to the Rating > Rate Categories tab
    4. Select Standard as the category type
    5. Check Disallow

Use a Custom Typeface

  • The Custom Typeface setting enables clients to use a custom typeface in BriteCore.
  • To use a custom typeface, contact IWS via a ticket with information on the font you would like to use.