Configuring offerings

Some insurers offer variations of their policies depending on customer type or sales channel. Offerings enable you to define different product types for different situations. If a product provides offerings, you can choose an offering in the submission, issuance, policy change, renewal, or rewrite transaction.

After you define a set of offerings, you then can enable or disable any of the following product model patterns in any combination of offerings:

Policy lines, in a package policy
Policy terms
Coverages
Coverage terms
Coverage term options and packages
Exclusions
Conditions
Modifiers
Question sets

Enabling (including) a product model pattern in an offering causes the pattern to appear when the user has selected the corresponding offering. Conversely, disabling (excluding) a product model pattern in an offering removes the pattern from the available options when the user has selected the corresponding offering. For example, if you include a $100 deductible coverage term option only in an offering named Premium, the $100 deductible option appears only if the user selects the Premium offering.