Side-by-side quoting versus multi-version quoting
PolicyCenter provides two ways to generate alternate versions of a policy quote: side-by-side quoting and multi-version quoting. The two options are mutually exclusive.
The following table compares and contrasts some of the features of side-by-side quoting and multi-version quoting.
Side-by-Side Quoting |
Multi-Version Quoting |
|---|---|
Side-by-Side Quoting screen enables you to view and modify multiple quotes in one place. |
Select version from drop-down menu under Actions. No side-by-side comparison view. |
Copies changes to base data to other side-by-side versions. |
All policy data can differ. Provides more flexibility than side-by-side quoting. |
When you switch to side-by-side quoting, PolicyCenter quotes each version. |
When you create a new version, PolicyCenter does not quote either version of the policy. |
Use the Quote All button to quote all versions. |
Quotes each version of the policy independently. |
Available in the personal auto line of business in the default configuration. |
Available in all lines of business in the default configuration. |
See also
