Rate revisions

Rating a revision updates the policy’s premium. You will need to rate the revision if you make a change that will affect the policy’s premium, such as adding additional property line items or policy line items.

To rate a revision:

  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. Make the changes to the policy.
  5. Select the Builder tab.
  6. Select Rate and Save.
  7. Commit the revision.