View the revision history of policies

The Revision History screen displays all committed revisions of a policy. Open and deleted revisions aren’t displayed.

The Revision History screen displays the following information:

  • Effective date
  • Endorsement date
  • Description
  • Premium and differences in premium between revisions
  • Whether a declaration was generated
  • Revision state

To view the revision history of a policy:

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. Above Policy Term, select Show Revision History.

The Revision History screen will open in a new tab.