Note created after rate and save

Overview 

A Note is created when a Policy/Quote is Rate and Saved so you have a record of who updated the policy’s rate.  A note is written each time a user, agent or staff member, clicks Rate and Save successfully. For example:

  • When a Quote is Rated and Saved, a Note is created on the Quote
  • When a Policy is Rated and Saved, a Note is created on the Policy
  • If a lines validation message or error occurs when rating and saving, a note is not created

The Note includes the following information:

  • Policy/Quote was Rated
  • Pro-rata Premium
  • Annual Premium
  • Who made the change
  • Time Stamp

Agent rate and save new quote

  1. Log in and an Agent
  2. Select New Quote
  3. Provide required details
  4. Click Rate and Save

Administrator verify note creation

  1. Login as an Administrator  
  2. Navigate to Notes tab of the Quote
  3. Verify that a new Note titled Quote Rated created

Agent rate and save policy module

  1. Log in as an Agent
  2. Navigate to Policies
  3. Select an existing Quote
  4. Click Application button to turn Quote into an Application
  5. In the Rating tab, update the Dwelling Limit
  6. Select Rate and Save

Administrator verify note creation

  1. Login as an Administrator
  2. Navigate to Notes tab of Policy Application
  3. Verify a new note titled Policy Rated will be created

Agent generate note for rate & save change on existing policy 

  1. Login as an Agent
  2. Navigate to Policies
  3. Select an existing policy
  4. Click Quote a Change
  5. Enter New Policy Change Date and click Done
  6. Navigate to Risks tab
  7. Update Coverage information
  8. Select Rate and Save

Administrator verify note creation

  1. Log in as an Administrator
  2. Navigate to Notes tab of policy
  3. Confirm Note was created for Policy Quote

Administrator quote, rate and save note on new policies

  1. Login as an Administrator
  2. Navigate to Policies
  3. Select Create a New Policy
  4. Select Dwelling Property as Property Type
  5. Enter Policy Information
  6. Select Rate and Save
  7. Navigate to Notes and confirm Note was created

Administrator rate and save on existing policy revisions (same date as policy inception)

  1. Login as an Administrator
  2. Navigate to Policy
  3. Navigate to the Builders tab
  4. Create New Revision and Update Coverages
  5. Click Rate and Save
  6. Navigate to Notes tab and confirm Note created
  7. Click Commit Revision

Additional options