Create rate routine for another jurisdiction

About this task

When you create a jurisdiction variant of a rate routine, PolicyCenter creates a copy of the current rate routine with the same Code. For more information, see Rate routine variant identifiers.

You can extend PolicyCenter to create variant identifiers for other features of the policy such as underwriting company. For more information, see Configuring variant identifiers for a rate routine.

Procedure

  1. Navigate to an existing rate routine.
  2. On the Edit Rate Routine screen, click Create Jurisdiction Variant. This creates a copy of the current rate routine. The copy has the same Code. PolicyCenter displays the New Rate Routine screen.
  3. Select a new Jurisdiction. You can also change:
    • Name
    • Description
    • Line of Business
    • Parameter Set
    • Steps
  4. Make changes to the rate routine steps.
  5. Click Update to create the copy.
  6. In the Search Results on the Rate Routines screen, the Jurisdiction column identifies the jurisdiction variants.

    The Create Jurisdiction Variant creates a jurisdiction variant of the current rate routine.

  7. Create a rate book for this jurisdiction, and add this rate routine to that rate book. See Add new rate book and Rate Book screen.