Classic Lines documentation
Setup
- Line items
- Line Item settings
- Add primary exposure line items
- Add policy-wide line items
- Add a line item to an existing policy type
- Delete a line item
- Lines Categories
- Set up Lines Categories
- Set up mandatory line items
- Set up deductibles
- Set up deductible groups
- Copy a line of business
- Copy Lines data
- Locate a Line item ID
Policies and rating
- Add underwriting questions to an effective date
- Add underwriting questions to a policy type
- Remove underwriting questions
- Set up underwriting rules
- Add an underwriting rule
- Add triggers and effects to an underwriting rule
- Add agency exceptions to an underwriting rule
- Add a custom pop-up message to an underwriting rule
- Underwriting rules examples
- Apply the Property to Policy Wide scope to an underwriting rule
- Underwriting enforcements
- Block quoting in the Agent wizard
- Line Items and the Rate Chain
- Implement a rate adjustment
- Assign a variable in the Rate Chain
- Set up Evaluation Rate Objects
- Auto calculate a schedule’s limit
- Hide unlinked Rate Chain items
- Set up additional geographical boundaries for rating
- Create a custom Evaluation error message
- Enable the Always synchronize line items setting