Type-of-Business Change Retained with Downloaded Renewals

The Type of Business is now retained when there is a download on an existing policy. Previously, the type of business being changed defaulted back to its original type of business when the policy was renewed via download. Also, changes to the Type of Business selection are retained when the policy is renewed manually. This saves time by eliminating the need for a manual edit to re-enter the Type of Business.

For renewal by download of an AL3 file (including by a single tran import, move download policies, or by Ivans Exchange), the policy Type of Business is copied from the existing policy. If the Type of Business had been changed prior to downloading, the download will retain the change.