Create multiple versions of a renewal

About this task

You can create multiple versions of a renewal to help you and the insured agree on the policy contents. For example, in a personal auto policy, the applicant may select different levels of coverages to see the difference in premium.

Procedure

  1. Select New Version in the renewal wizard to create a new version of the renewal where you can make changes and obtain a different quote.
  2. Under the Tools menu, click Policy Versions to display the Policy Versions screen where you can:
    • Rename your version (for convenience).
    • Click Diff to compare the differences between two versions.
    • Make one version the selected version.
    • Withdraw a version, while keeping the other versions.

What to do next

See also