Search for rate book

Procedure

  1. Select Administration > Rating > Rate Books.
    PolicyCenter displays the Rate Books Search screen.
  2. Specify any of the following search parameters:
    • Policy Line – Select a policy line. Default is <not specified>, which matches rate books regardless of which policy line the rate book applies to. For example, <not specified> matches rate books in Personal Auto Line, Commercial Property Line, and all other policy lines. Select <applies to all> to match rate books that apply to all policy lines. See Rating Management component applies to all.
    • Code – Matches rate book codes that contain the search criteria.
    • Name – Matches rate book names that contain the search criteria.
    • Jurisdiction – <not specified> matches rate books regardless of jurisdiction. Select <applies to all> to match rate books that apply to all jurisdictions.
    • Underwriting Company – <not specified> matches rate books regardless of underwriting company. Select <applies to all> to match rate books that apply to all underwriting companies.
    • Offering – <not specified> matches rate books regardless of offering. Select <applies to all> matches rate books that apply to all offerings.
    • Status – <not specified> matches rate books regardless of status.
    • Policy Effective or Coverage Reference Date – Matches on rate books with effective date greater or equal to the search criteria.
    • Activation Date – Matches on rate books with activation date greater or equal to the search criteria.
  3. Click Search.
    PolicyCenter displays the search results. The search results are ordered first by descending Status (Active, Approved, Stage, Draft), then by ascending Policy Line (alphabetically) and then chronologically by descending Effective Date.

    The Activity column for the rate book displays Export To Spreadsheet while the rate book is being exported to spreadsheet.

  4. Click the hypertext link in the Name column to view or edit any of the returned rate books in the Rate Book screen.
    When viewing the Rate Book screen, Policy Criteria set to <applies to all> appear blank.