Define the multi-line product

About this task

The first step in creating a multi-line product is to define the product in Product Designer.

Procedure

  1. In Product Designer, create a new change list. For example, create a change list named Personal Package. Be sure the change list is associated with the correct workspace—the one that represents the intended PolicyCenter instance.
  2. Navigate to the Products page, and then click Add.
  3. In the Add Product dialog box, supply the following details:

    Property

    Value

    Code

    PersonalPackage

    Name

    Personal Package

    Default Policy Term

    6 months

    Policy Line

    Personal Auto Line [PersonalAutoLine]

    Product Type

    Personal

    Account Type

    Any

    While you are adding a new product, you can select only one policy line and one default policy term. After you complete the initial product definition, you can add additional product lines and policy terms, along with other product details.

    Product Designer displays the new product in the Product home page titled Personal Package [PersonalPackage].
  4. In the upper portion of the Product home page, enter the following details:

    Property

    Value

    Description

    Personal Package Policy including Personal Auto and General Liability lines.

    Abbreviation

    ppp
  5. Under Policy Lines, click Add. In the pop-up list that appears, select General Liability Line [GLLine]. Your package now contains the two needed lines of business.
  6. Under Policy Terms, add the other terms that the product allows. For personal package, add Annual. Your package now allows the two needed term types. In the upper portion of the page, be sure that the Default Policy Term is set to 6 months.