Select side-by-side quoting in a submission

About this task

Follow these steps to convert a submission policy transaction to side-by-side quoting and make changes in the side-by-side data.

Note: These instructions walk you through the steps in a Quick Quote. You can also select Full Application as the Quote Type.

Procedure

  1. Start a submission for personal auto. In the sample data, you can use the Ray Newton account.
  2. On the New Submissions screen, select Quick Quote for Quote Type.
  3. Add a driver and a vehicle.
  4. Select Versions > Start Side-by-Side.
    PolicyCenter displays the Side-by-Side Quoting screen. Because you did not select an offering, PolicyCenter applies the Basic Program, Standard Program, and Premium Program offerings to each side-by-side version, respectively. Each side-by-side period has been rated. Policy Premium displays the rate.
  5. Compare the values for each Policy Premium.
  6. Make changes to the coverages for one or more versions.
    The coverages are side-by-side data that apply to each version. After you make changes, the value for Policy Premium disappears in the changed versions.
  7. Click Quote All to regenerate the Policy Premium for this version and to generate rates for all versions.