Posting changes to the server

For performance reasons, the Side-by-Side Quoting screen in the base configuration posts changes to the server only as needed.

The default configuration follows these rules for posting changes to the server on the Side-by-Side Quoting screen:

  • Quoted – If the period is in the quoted state, PolicyCenter posts when the user edits any field on that period. In the Side-by-Side Quoting screen, PolicyCenter requires the post when you edit a quoted period because PolicyCenter must open that period for edit. (The user does not explicitly open the period for edit.) Opening the period for edit invalidates the premiums, and moves the policy period from quoted to draft status.
  • Not quoted – If the edited period is not in the quoted state,
    • A change to a widget, such as a check box, that adds or removes a coverage triggers a post to the server. The post ensures that PolicyCenter reevaluates the availability logic in the product model.
    • An edit to a coverage term value does not trigger a post.

      In personal auto, the one exception to this rule is the PALiability coverage and its coverage terms. The PALiability coverage has dependencies with other coverages in the policy period, therefore a post is necessary.

Regardless of the policy period status:

  • Clicking Quote All or New Version triggers a post and a page refresh.
  • Clicking Use Defaults for an offering triggers a post and a page refresh.