Side-by-Side Quoting screen

Side-by-side versions locked

In some circumstances, certain users cannot modify any versions in a side-by-side policy transaction. If there are one or more locked versions, and you do not have the Edit Lock Override (editlockoverride) permission, you cannot make modifications until there are no locked versions. For Gosu code, you can use the UWLockedAndNoOverride property on a PolicyPeriod to determine if this lock applies to a user. Locking across versions prevents inconsistencies in sharing base data across versions in side-by-side mode. The UWLockedAndNoOverride property is defined in gw.policy.PolicyPeriodBaseEnhancement.

For example, if you select Request Approval for one or more versions on the Risk Analysis tab, those versions are locked awaiting underwriter approval. Consequently, all versions in the side-by-side policy transaction are also locked. If you do not have the Edit Lock Override permission, you cannot make modifications until underwriting approves all versions. If PolicyCenter did not lock all versions, you could modify base data in an unlocked version, but PolicyCenter could not copy those changes to the locked versions. If you have the Edit Lock Override permission, you have permission to modify all versions, including locked versions. Therefore, if you make a change, base data copy copies your change to the other versions.

Buttons at top of screen

Some of the buttons at the top of the Side-by-Side Quoting screen are:

• Add Side-by-Side Version – Adds a new side-by-side period up to a configurable limit. If you click Select next to a version to jump to the single version wizard for that period, this button appears in the Versions drop-down menu. On the Side-by-Side Quoting screen, the selected policy period is the basis of the new version. In the single version wizard, the current policy period is the basis of the new version.

  See also Changing the maximum number of versions in side-by-side quoting.

• Rate All – Generates rates for all versions.
• Validate All – Generates validation errors and underwriting issues for all versions.
• Save All – Saves all versions.

Quote comparison

Each version has the following fields:

• Name – A text box for editing the version name.
• Offering Selection – Has a drop-down menu to select an offering.
• Reset – Applies the selected offering to the policy period, setting all coverages to default values in the product model.

  When you click Reset, PolicyCenter synchronizes the product model with the currently selected offering. Simply changing the offering selection does not synchronize the product model for the current version.

• Validation errors and underwriting issues – Appear in the final row under the version. You cannot Rate All if a version has validation errors or underwriting issues that block quote. In many cases, a wizard step is selected based on the condition needing resolution.
• Select – Select this version. When you click Select, PolicyCenter takes you to the Policy Review screen for that version. PolicyCenter marks the selected version with an asterisk in the drop-down list underneath the Actions menu. You can navigate backwards in the policy transaction wizard to make changes to other screens, including changes to base data and side-by-side data.

  Clicking Select marks the selected policy period for the policy transaction. Reporting and other PolicyCenter processes may access this status. Changes to base data are copied to the other versions. For example, in personal auto, you can go back to the Policy Info screen and change the Effective Date. This change to base data is copied to all side-by-side versions. From a version, select Versions > View Side-by-Side Versions to return to the Side-by-Side Quoting screen.

• View Period Details – Jumps to the Policy Review screen.
• Duplicate Period – Creates a new version based on this version.
• Delete Period – Deletes that version and only that version.
• Resolve – Forwards you to a step in the policy transaction wizard for the version based on the type of validation errors or underwriting issues. You can edit the policy and make changes in that step. If errors are present, PolicyCenter displays a worksheet with error or warning messages and, in many cases, links to the step in the wizard. This behavior is similar the display of errors and warnings when attempting to quote.

Coverages

The Side-By-Side Quoting screen displays coverages for each version. You can make coverage selections for each version.