Edit a version in a policy transaction with side-by-side quoting

About this task

Follow these steps to make changes to a version in a policy transaction with side-by-side quoting. If you change the base data, that change is copied to the other side-by-side versions. If you change side-by-side data, that change applies to the selected version only. These instructions assume that you are in a quick quote for a personal auto submission.

Note: In some circumstances, certain users cannot modify any versions in a side-by-side policy transaction. For more information, see Side-by-Side Quoting screen.

Procedure

  1. In a policy transaction with side-by-side quoting, click Tools > Side-by-Side Quoting to jump to that screen.
  2. Under Version #2, click Select to select this version.
  3. Click Quick Quote Information in the left sidebar. PolicyCenter displays this screen.
  4. Click Edit Policy Transaction to make the policy editable.
  5. In Policy Info, make a change to the Term Type. Term Type is a base data field.
  6. Click Vehicles > New Vehicle.
  7. Add a vehicle. A vehicle is side-by-side data. Therefore, the vehicle is only on Version #2 the policy.
  8. Click Save Draft.
  9. Click Tools > Side-by-Side Quoting.
    Notice that all versions no longer have a Policy Premium value. The premium for the versions must be updated to reflect the new term type.

    The vehicle that you added is not on other versions of the policy.

  10. Under Version #1, click Select to select this version.
  11. In the left sidebar, click Policy Contract to go to the Quick Quote Information screen for Version #1.
    Notice that the Term Type has the new value that you set for Version #2. Because term type is base data, PolicyCenter copies the value to the other versions.

    Notice that the vehicle that you added to the other version does not appear. Because the vehicle is side-by-side data, PolicyCenter does not copy it to the other versions.

  12. Click Versions > View Side-by-Side Versions.
  13. Click Rate All to generate rates for all versions.