Create an asynchronous quote

Create an asynchronous quote in PolicyCenter using the sample data.

Before you begin

Change the asynchronous quoting threshold to 3 for commercial property in gw/lob/common/AsyncQuoteCoverableThresholdByLine.gs.

About this task

These instructions require that you run PolicyCenter in debug mode and install the small sample data set. Debug mode provides access to QuickJump commands that use the sample data.

Procedure

  1. Log in as su.
  2. In the QuickJump box, enter Run Policy wDraft CP.
    PolicyCenter generates a commercial property submission and displays the Policy Info screen. Asynchronous quoting is triggered when there are more than three buildings.
  3. Navigate to the Buildings and Locations screen and notice that among all policy locations there are more than three buildings.
  4. Click Quote.
    PolicyCenter displays a message that it will process the quote in the background and generate an activity when quoting completes.
    Note: If two-step quoting is also enabled, a Rate button appears instead of Quote. Rating is done asynchronously. The second step displays a Finish Quote button.
  5. Click OK to continue.
    Until asynchronous quoting completes, PolicyCenter displays a message at the top of the policy transaction screens indicating that the quote is being processed. The policy transaction is locked and cannot be edited, and only the Back and Next buttons are available. You can view the current policy transaction and navigate to other screens and do work.

    Wait for asynchronous quoting to complete.

  6. Navigate to Desktop > My Activities, and click the activity Subject to view the activity and the associated quote.
    PolicyCenter displays the Quote screen for the policy transaction and the associated activity. If the quote has warnings or errors, you can view them in the Validation Results tab next to the Activity tab. Other more serious issues, such as rating or unexpected errors, appear on the policy transaction screen. A quote with only informational messages does not have a Validation Results tab.