Create and compare multi-version quotes

About this task

You can create alternate versions that better reflect an applicant’s requirements, and then compare them. You can create multiple versions in submission, renewal, and policy change policy transactions. You can create multiple versions after the policy is quoted.

Procedure

  1. In the Quote screen, click Versions > Start Multi-Version.
    PolicyCenter creates a new version of the policy transaction that contains the previously entered data. Below the Actions menu, drop-down menu displays the name of the current version.
  2. Make desired changes and click Quote.
  3. If you want to compare the submissions, click Policy Versions under the Tools menu.
    The Policy Versions screen appears with a message indicating that you are viewing multiple parallel versions and not side-by-side versions. You can:
    • Select a version and make it the selected version.
    • Select a version and rename it.
    • Select a version and withdraw it.
    • Select two versions and click Diff to compare the differences.