Policies

Policies

Change property line items on policies

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

Add a property 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 Primary Exposures section, select the green plus (+) icon next to Add Line Items to Property. The Select Line Items dialog box will open.

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

  1. 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.
  2. Once you’ve selected all desired line items, select Done.
  3. Complete any required Rating Information values for the property line items you’ve added.
  4. Select Rate and Save to update the policy premium.
  5. Commit the revision.

Remove a property 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 Primary Exposures section, select the red X icon to the left of the property line item you want to remove. A Warning pop-up window will appear, asking you to confirm you want to remove the line item.
  5. Select Yes.
  6. Select Rate and Save to update the policy premium.
  7. Commit the revision.