Create an out-of-sequence policy transaction

About this task

This task uses the Ray Newton personal auto policy from the small sample data set. The policy is in force, and the policy number is 3316157326.

Procedure

  1. Open any personal auto policy that is currently active. Note the dates of the period. If necessary, create a new policy that is effective right now and extends a few months in the future.
  2. Select Actions > Change Policy.
  3. In the Start Policy Change screen, enter an effective date in the middle of the period (2 months from the start date), and a short description. Click Next.
  4. In the left sidebar, click PA Coverages.
  5. In Uninsured Motorist - Bodily Injury, change Uninsured Motorist - BI Limits to 250/500. Click Quote.
  6. Click Issue Policy.
  7. On the Policy Change Bound screen, click View your policy.
  • Create the out-of-sequence policy change
    1. Navigate to the policy and select Actions > Change Policy.
    2. Enter an Effective Date that is in the period but before the effective date of the last change you made (1 month from the start date). Enter out-of-sequence in the Description. Click Next.
      A dialog appears warning you of the out-of-sequence transaction. click OK to continue.
    3. In the left sidebar, click PA Coverages.
    4. In Liability - Bodily Injury and Property Damage, change the value of Auto Liability Package to 15/30/5. This is the out-of-sequence change.
    5. Click Quote.
      PolicyCenter warns you that there are out-of-sequence conflicts that must be resolved prior to quoting.
    6. As suggested, go to the Policy Review screen, and select the Change Conflicts tab.
      This screen displays all conflicts and lets you decide whether to override the future conflict.
    7. Choose your override method.
      • Override all conflicts or none by using the Override All or Override None buttons.
      • Override (merge) individual conflicts with your recent change by selecting Yes in the Override Future Conflicts column. Overriding later-effective-date jobs has the effect of merging forward your change for the rest of the contractual policy period.
    8. Click Submit to finish overriding.
    9. Quote and bind the policy as usual.