Policy Versions screen

The Policy Versions screen displays brief information about each version. In side-by-side quoting policy transactions, a link to this screen is available under Tools.

Buttons at top of screen

The following buttons appear at the top of the screen:

  • Select – To make a version the selected version, select a Version Name and click this button.
  • Rename – To rename a version, select a Version Name and click this button.
  • Withdraw – To withdraw one or more versions, select a Version Name and click this button.

    If all but one period is withdrawn, the policy transaction is taken out of side-by-side mode, and the Side-by-Side Quoting screen is no longer available. The Versions > Start Side-by-Side menu item is enabled.

    If you select all versions and click Withdraw, PolicyCenter displays a message in the Validation Results and does not remove any versions.

  • Diff – To see the differences between two versions, select two versions and click this button.

Each version

For each version in a side-by-side quote, the Policy Versions screen displays:

  • Selected Version – The currently selected version is marked Selected.
  • Create Time – The day and time that the version was created. The time stamp on version #1 is the time when the original policy period was created. The time stamps on version #2 and #3 are the times when the Side-by-Side button was clicked. There is a small possibility that the time stamps for version #2 and #3 have different minute values because PolicyCenter creates the side-by-side periods sequentially.
  • Version Status – The status of the version. For example, Draft or Quoted.
  • Premium Totals – The value of the premium if the policy has been quoted.