The Versions tab located on the Main tab displays versions of the selected quote or submission. Important information about the status, risk company, market company, and more is displayed.
- Select the desired record on the Main tab. Versions of the quote appear below on the Versions tab.
- Refer
to the various columns shown in the grid
to review the status of the various versions of the quote.
- Ver – quote version ID code, A through Z
- Status – quote status
- BIF – binder in force
- CXL – policy cancelled
- NBS – new business
- PCX – Pending Cancel
- PIF – policy in force
- QO – quote offered
- RWS – renewal of cancelled policy
- SSM – submitted to market
- Premium – premium amount
- Risk Company – risk company
- Type/LOB – policy type or line of business
- Market – market company
- Misc Premium – miscellaneous premium amount
- Fee – fee amount
- NonTax Prem – premium amounts for which tax does not apply
- Ver.Original – original quote version
- Market ID – ID code of the market company
- Agt Comm – agent commission percentage
- CoInsur – coinsurance percentage
- Financed – indicates whether outside financing is being used
- Gross Comm – gross commission
- MEP – minimum earned premium percentage
- ProductID – ID code of the product
- QuoteID – ID code of the quote
- Rate – flat amount or a percent that is to be used in calculating the amount
- Submit Date – date on which the risk was submitted to the marketplace for quotes
- Submit POC – market company point of contact
- Market Phone – market company telephone number
- Market Fax – market company fax number
- Taxed – indicates whether taxes apply
- Proposed Eff – proposed effective date
- Company Phone – company telephone number
- Company Fax – company fax number
- Quote Expires – date on which the offered quote expires
- TRIA Premium – Terrorism Risk Insurance Act premium (TRIA) amount
- TRIA Status – indicates whether TRIA coverage applies
- Total – total premium amount
- Total Fees – total amount of fees
- Total Tax – total amount of taxes
