Changing revisioned contact information in a back-dated policy change

These instructions show how to change revisioned contact information in a back-dated policy change. The example modifies the driver’s date of birth on a personal auto policy.

Create back-dated change to revisioned contact information

Procedure

  1. In PolicyCenter, log in as aapplegate.
  2. Navigate to the Raymond Newton personal auto policy. This policy is in force. Note the Period Eff Date of the submission.
  3. Select Actions > Change Policy.
  4. On the Start Policy Change screen, set the Effective Date to the beginning of the policy period. This date is the Period Eff Date you noted in step 2. The day must be earlier than the current date.
  5. In Description, enter Back-dated change to contact’s date of birth.
  6. Click Next.

    PolicyCenter displays a popup message warning that this is an out-of-sequence transaction.

    Click OK.

  7. Advance to the Policy Info screen. Notice that the Primary Named Insured is Ray Newton.
  8. Advance to the Drivers screen.

    Notice that the driver is John Smith and single man. In the next step, you will make the back-dated change to revisioned contact information.

  9. Change the Date of Birth. In the Ray Newton policy there is one driver named John Smith born on 01/01/1970. Change his Date of Birth to 01/01/1967.
  10. Click Quote.
  11. Click Issue Policy.

What to do next

Next, you can view the back-dated change. See View back-dated change to revisioned contact information.

View back-dated change to revisioned contact information

Before you begin

This procedure requires that you have created a back-dated change. See Create back-dated change to revisioned contact information.

Procedure

  1. On the Policy Change Bound screen, click View your policy or navigate to the policy.
  2. In the Date field on left sidebar, enter the effective date of the policy change and press ENTER. The effective date of the policy change was the start of the policy period.
  3. In the left sidebar, click Drivers. The driver’s Date of Birth is updated. If you changed the Ray Newton policy as described in the previous steps, the driver’s Date of Birth is 01/01/1967.
  4. In the Date field on left sidebar, enter last day of the policy period and press ENTER. For example, if the expiration date is 10/04/2011, enter 0/03/2011.
  5. In the left sidebar, click Drivers. The driver’s date of birth is updated.

What to do next

Next, you can create a back-dated change to a revisioned field. See Create back-dated change to revisioned marital status.

Create back-dated change to revisioned marital status

Before you begin

This procedure requires that you verified a first back-dated change to revisioned contact information. See View back-dated change to revisioned contact information.

Procedure

  1. Create another back-dated change effective as of the start of the policy.

    PolicyCenter displays a message that your policy change is an out-of-sequence policy transaction. The message also says that there are future policy transactions.

  2. In Description, enter Back-dated change to contact’s marital status.
  3. Change John Smith’s Marital Status from Single to Separated.

    PolicyCenter displays a message that there are out-of-sequence conflicts that you must resolve prior to quoting.

  4. Advance to the Policy Review screen.
  5. Go to the Change Conflicts tab.

    In the current policy change, the separated marital status conflicts with the later status of married. You do not want to override the future marital status.

  6. In Override Future Conflict, select No then click Submit.
  7. Quote and issue the policy.