Product pages

In Product Designer, the product pages display information about products defined in PolicyCenter. The product page for the selected product has the following sections:

Section

See

Main – Specify product name, description, abbreviation, default policy term, product type, account type, and whether an offering is required to write this type of policy.

Policy Lines – Add one or more policy lines to the product. Unless you are defining a package, each product typically maps to one policy line. Each policy line added to a policy adds a link to the Policy Lines section. Click a policy line link to jump directly to the corresponding Policy Line page.

Policy Terms – Add or remove policy terms. Typical terms include Annual, 6 months, and Other.

Advanced – Define advanced settings, such as quote rounding, days until quote needed, integration reference code, and document templates.
Note: The Translate icon appears at the end of fields that can be translated. Click the icon to display the Display Key Values by Locale dialog box where you can view or add translated text for each product locale. For example, you can specify that the name of the Personal Auto line will be Automobile Personnelle in French. For more information, see Localizing product model string resources.

To access the PolicyCenter product model, log in to Product Designer and click Products in the navigation panel to display the Products page. To add a new product, click Add. To edit an existing product, select a product in the Products page to display the product page for that product pattern. For example, click Businessowners to display the Businessowners page.

Use links under Go to to display other pages related to the selected product. Other product pages are described in the following topics:

See also