Example: creating a simple policy hold

This example shows how to create a policy hold, view the policy hold on a policy transaction, approve the policy hold, and issue the policy.

You can follow these instructions that use the large sample data set. For information about loading the sample data, see The PC Sample Data screen.

These instructions create an underwriting hold for renewals in the commercial property line of business. Note that in addition to underwriting issues for policy holds, other types of underwriting issues may block quote and bind.