Policies

Policies

Change policy line items on policies

When you endorse a policy, you can add or remove optional policy coverages to meet the insured’s needs.

For more information on policy line items, see Add policy line items to a quote or Build line items.

Add a policy line item to a policy

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. If the policy doesn’t have an open revision, create a new revision.
  4. On the Builder tab, in the Policy Wide section, select the green plus (+) icon next to Add Line Items to Policy. The Select Line Items dialog box will open.
  5. Select line items from the list to add them to the policy. To filter the line items list, use the Show dropdown list and Search box.
  6. Once you’ve selected all desired line items, select Done.
  7. Complete any required Rating Information and Supplemental Questions values for the policy line items you’ve added.
  8. Select Rate and Save to update the policy premium.
  9. Commit the revision.

Remove a policy line item from a policy

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. If the policy doesn’t have an open revision, create a new revision.
  4. On the Builder tab, in the Policy Wide section, select the red X icon to the left of the policy line item you want to remove.
  5. In the Confirm dialog box, select Yes.
  6. Select Rate and Save to update the policy premium.
  7. Commit the revision.