Create a preempted job

Procedure

  1. Open a policy that is currently active. Notice the dates of the policy period. If necessary, create a new policy that is effective right now and extends a few months in the future.
    This example uses a personal auto policy.
  2. Select Actions > Change Policy.
  3. Enter an effective date in the middle of the policy period and a short description.
    For example, select an Effective Date two months from the original effective date. Enter Change 1 in the Description.
  4. Make a change to a coverage.
    For example, select PA Coverages and change Uninsured Motorist - Bodily Injury > Uninsured Motorist - BI limits to 250/500.
  5. Click Quote to quote the policy change.
  6. In the Info Bar, click the policy number to go to the Policy Summary screen.
    The policy change is not completed. It has been quoted but not bound.
  7. Select Actions > Change Policy.
    PolicyCenter displays a warning that there is another open policy change and that you might want to wait.
  8. Enter an effective date later than the first policy change but still in the policy period. Add a short description. This will be the preempted policy change.
    For example, select an Effective Date three months from the original effective date. Enter Change 2 in the Description.
    Note:

    If you select a date is between the original effective date and the start of the first policy change, the preemption will also be out-of-sequence.

  9. Click Next.
  10. In the Info Bar, click the policy number to go to the Policy Summary screen.
  11. In Pending Policy Transactions, click to open the first policy change, with Status of Quoted.
  12. Click the Transaction # to open the quoted policy change.
  13. Click Issue Policy.
    The Policy Change Bound screen displays a link Your policy change preempted Policy Change.... This preempted policy change is the second policy change.
  14. Click the Your policy change preempted Policy Change... link to jump to the second policy change.
  15. The screen displays a message that this policy change was preempted and that you need to handle preemptions before continuing.
  16. Click Handle Preemption or Withdraw Transaction.
    If you choose Handle Preemption, you have three choices:
    • Apply All Changes from the first policy change to the current (second) policy change.
    • Withdraw the current (second) policy change.
    • Decide Later how to handle the preemptions. You cannot quote the policy change until you handle preemptions.