Policy Review screen for homeowners

The Policy Review screen is similar to the summary screen for other lines of business.

For a submission policy transaction, this screen contains all the policy data in summary form. For other policy transactions, this screen displays the differences between the policy versions. In a policy change, out-of-sequence conflicts appear on an Out-of-Sequence tab. It is useful to review this screen before generating a quote. If any of the information needs to be changed, click the menu link on the left sidebar to edit the appropriate screen.

The Policy Review screen displays coverages, exclusions, policy conditions, and modifiers. Where a value applies, the screen displays the value for each item. If PolicyCenter is configured as a multicurrency system, values are in the currency set on the coverable.

This screen includes conditions and exclusions selected under Coverages. Conditions and exclusions are typically documented by forms attached to the policy.