Gen 2

Rules

Gen 3

Rules

Underwriting Rules examples

Using Triggers, Effects, and logic, Underwriting Rules add or remove Line Items or Category Options when a user selects a specified option while building a policy.

Underwriting Rules can use:

  • One or multiple Triggers.
  • One or multiple Effects.
  • And logic.
  • Or logic.
  • Both and and or logic.

One Trigger with multiple Effects using and logic

Trigger: When this:

  • CategoryDwelling Type
  • ValuePrimary Residence

Effect: Then this:

  • Action = Add Sub Line and PolicyType Item = HO 00 03 – Four Families
  • ActionAdd Line Item and PolicyType Item = Roof Exclusion

Figure 1: One Trigger with multiple Effects using and logic.

Multiple triggers and one effect using and logic

Trigger: When this:

  • CategoryDwelling Type and ValuePrimary Residence
  • Category = Policy Form and Number of Families and Value = HO 00 03 – Four Families

Effect: Then this:

  • Action = Add Sub Line
  • PolicyType Item = HO 00 03 – Four Families

Figure 2: Multiple Triggers and one Effect using and logic.

Multiple triggers and one effect using and and or logic

Trigger: When this:

  • CategoryDwelling Type and ValuePrimary Residence or Secondary Residence
  • Category = Policy Form and Number of Families and Value = HO 00 03 – Four Families

Effect: Then this:

  • Action = Add Sub Line
  • PolicyType Item = HO 00 03 – Four Families

Figure 3: Multiple Triggers and one Effect using and and or logic.