Quote screen for businessowners

Selecting the Quote button generates a quote and displays it on the read-only Quote screen. This screen contains the basic information at the top including the total premium and taxes and surcharges. The bottom of the screen displays a breakdown of the premium.

Within the Quote screen, your choices at this point include:

  • Editing the policy (and thereby invalidating the current quote)
  • Creating a new version of the policy
  • Saving a draft of the policy
  • Binding or issuing the policy
  • Withdrawing, declining, or not taking the policy
  • Printing the policy

In addition, Guidewire Rating Management provides a rating system which includes a set of tools to manage and maintain rating in PolicyCenter.

If you have Guidewire Rating Management, the Policy Premium tab has a Show Rate Worksheet button.

When multicurrency display is enabled, the Quote screen displays all amounts in the settlement currency.