Compare Policies/Submissions

The Compare Policies/Submissions feature allows you to view the differences between two policies or submissions, or two policy transactions.

  1. In the Customer Center, select the customer.
  2. On the Views menu, click Policies.
  3. Click the link in the Policy # column for the policy you want to edit. The Policy data entry form opens.
  4. On the File menu, click Compare Policies.

The Policy Change Request form in eForms Manager also allows you to compare two policy terms and insert the changes into the memo. It does not, however, use the Compare Policies/Submissions data entry form.

Field/ Column What is this?

Compare
Group/Field What is this?

Policy

From the list, select the latest policy/submission transaction to use for comparison.

Eff. Date

Choose the effective date of the policy/submission that you want to use for comparison.

Display entire policy

Use this to display all mapped policy/submission data as of the selected transaction date.

 

Checking this option causes the To Policy and Eff. Date fields to become unavailable.

Policy

This is the To Policy. Select the previous policy/submission transaction that you want to use for comparison.

Eff. Date

This is the To Effective Date. Choose the effective date of the policy/submission that you want to compare to the previously selected policy.

View Differences

Click to display the differences between the selected policies/submissions.

Clear

Use to clear the selections you've made from the lists of policies/submissions and effective dates.

(Display Area)

The differences between the selected policies/submissions appear in this area.

What's Next?

Do you need to create a memo regarding these differences? See eForms Manager for more information on creating a Policy Change Request.

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