Side-by-side quoting process flow

The following flow diagram shows the process flow of side-by-side quoting.



The steps are sequential up to step 6.

  1. Enter base data for the policy: In PolicyCenter, the user enters base data for the policy such as the primary named insured and contacts on the policy.
  2. Autofill policy data: PolicyCenter automatically fills in territory codes and similar data.
  3. Click Side-by-Side: The user selects Versions > Start Side-by-Side to enter side-by-side mode.
  4. Generate versions: PolicyCenter generates multiple versions of the policy by using business logic configured for the line of business. The number of versions is also configurable.
  5. Quote all versions: PolicyCenter generates quotes for all versions.
  6. View Side-by-Side versions: The user views a screen showing side-by-side versions of the policy. From step 6 you can progress directly to step 9. If you need to make edits, go to step 7 or step 8, which return you to step 5.
  7. Edit Side-by-Side versions: The user makes modification to the side-by-side data, such as making changes to coverages. Then to compare the costs of the different versions, the user quotes the policy (step 5).
  8. Edit single version: Alternately, the user can edit a single version and change the base data or side-by-side data. PolicyCenter copies changes to base data to the other side-by-side versions. Then to compare the costs of the different versions, the user quotes the policy (step 5).
  9. Select version and issue policy: The user selects a version and issues the policy.