Quote screen for inland marine

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.

Policy Premium tab

The Override Rating button allows you to manually override the premium that the rating engine automatically generates for a policy. For more information, see Rating overrides.

The Compact View and Extended View buttons display the rating information in compact or extended form. If the approximate page length is greater than 50, then PolicyCenter displays the compact view. Otherwise, PolicyCenter displays the extended view. The compact view shows summary information on the initial screen and allows the user to click to view details. The extended view displays the details on the initial screen.

Gosu code in the PCF file determines which view to display initially. The panel set that contains the Compact View and Extended View buttons is RatingCumulDetailsPanelSet.IMLine.pcf.

This PCF file includes a modal panel set. The initialValue of the pageLength variable determines whether the modal panel set displays initially in drill-down or scroll mode. At top of this screen, click the panel set for this file to display the Variables and Code tabs at the bottom of the screen. On the Variables tab, the pageLength variable calculates an initialValue. The Code tab sets the view mode based on the value of the pageLength variable.