Add an underwriting rule

Underwriting rules improve the quoting experience by limiting the number of questions an agent has to answer. Using underwriting rules narrows the scope of quoting form questions based on certain criteria and policy type. Underwriting rules also change answer options based on selected answers.

Examples:

If an agent selects Dwelling Type: Frame, then certain answer options change; the Policy Form: Mobile Home option is grayed out and unavailable.

If an agent selects Dwelling Type: Mobile Home, then certain answer options change; the Policy Form: Mobile Home option is the only available option.

To add an underwriting rule:

  1. In the Lines module, on the Effective Dates tab, select the effective date you want to use.
  2. On the Policy Types screen, select the Underwriting dropdown list, and then select Rules.
  3. In the Choose a Policy Type dropdown list, select the policy type you want to create a rule for.
  4. In the Underwriting Rules section, select the Add Rule plus icon .
  5. In the Rules section, complete the following steps:
    1. In the Rule Name box, type the name of the rule.
    2. In the Rule Description box, type the rule description.
    3. In the Category Scope dropdown list, select the category you want the rule to reference.
    4. In the Module Scope dropdown list, select the module you want the rule to apply to.
    5. In the Agency Exception dropdown list, select any agency exceptions that apply to the rule. If you select Only Applies to or Does not Apply to, then select an agency from the dropdown list to the right.
    6. Select Renewal Only if you want the rule to apply only to renewals.
  6. At the bottom of the screen, select Save.