Underwriting rules: Property to Policy Wide scope

In Classic Rules clients, you can create underwriting rules with the trigger in the Property section and the effect in the Policy Wide section of the quote. When you create rules with this new scope, they’re applied to the underwriter enforcer (automatic renewals), the admin builder, and both versions of the quoting wizard.

Note: The new rule scope won’t allow syncing between properties as the effect.

Available rule options:

  • Line items
  • Sublines
  • Fields
  • Questions
  • Limits
  • Categories

Note: If you want to use the new rule scope with your existing underwriting rules, please open a support ticket.

For more information, read Apply the Property to Policy Wide scope to an underwriting rule.

Additional information