Policy Transactions 39 Quote Options page 63, 67 Policy Transactions window 39 Quote Options panel 63, 68 Prefix 27 Quote Summary window 61, 64, 65, 135, 141, 146 Premium Calculation Settings panel 44, 161 Quote Validation validation type 125 Premium column 135 Quote Validations 14 Premium Currencies panel 17 Quoted status 39, 54, 97, 98 Premium Currency window 18 R 135, 162 Premium Type Rate 163 Premium Type - Rating Basis panel 44 panel 108, 112, 113, 163 Rate Configuration Premium Type column 118 Rate Driver 44 Premium Type 108, 116, 130, 136, 141, 146 checkbox 141, 146, 167 Rate Driver Premium widget 41, 42, 73 Rate Driver fields 39 Premium Widget Display By Quote's Lowest field 41 Rate rate type 108 Previous button 124 Rate Rule 43, 44, 115 Product Description 23 Rate Rule 119 Product Description field 15 Rate Rule window 116, 117, 118, 119 Product Description page 23 Rate Rules Evaluation page 115, 117, 118 Product Design menu 3, 5, 6, 8, 10, 11, 96 Rate Rules Evaluations 115 field 15, 23, 26, 32, 48, 50, 51, 53, 59, 60, 61, 63, 64, Product Rate Rules panel 116, 118, 119 68, 70, 71, 73, 75, 76, 77, 83, 84, 91, 92, 94, 95, 103, 105, Rate Type 163 107, 111, 113, 115, 117, 119, 120, 122, 127, 128, 129, 131, Rate Type 108 133, 135, 137, 138, 140, 142, 143, 145, 147, 149, 151 Rates 107 Profile panel 15 Rates Details and Examples 162 – Prompt for Endorsement Effective Date checkbox 40 Rates page 107, 111, 112 Prorating 158 Rates tab 11 Prorating and Adjustments 158 Recipient Group panel 82, 90 Prorating calculation method 43 Recipient Group window 82, 90 Q Recipient Groups panel 81, 89 Quote Calculations Order 14 Recipients panel 79, 86 Quote Group field 64 Reference 153 Groups 59 field 72 Reference Quote Groups page 59, 61 Referral and Compliance Validations 14 Quote Groups panel 59, 61, 62 Referral validation type 125 Quote Option 73, 111 Referred status 123, 125 Quote Option field 70, 74, 75, 107, 111, 113, 129, 132, 133, Reinstatement 43 140, 142, 144, 145, 148, 149 Reinstatement Reasons field 33 Option page 68 Removing an Insurer 74 Quote Options 63 Renew Now button 54
Policy Transactions 39 Policy Transactions window 39 Prefix 27 Premium Calculation Settings panel 44, 161 Premium column 135 Premium Currencies panel 17 Premium Currency window 18 Premium Type 135, 162 Premium Type - Rating Basis panel 44 Premium Type column 118 Premium Type 108, 116, 130, 136, 141, 146 Premium widget 41, 42, 73 Premium Widget Display By Quote's Lowest field 41 Previous button 124 Product Description 23 Product Description field 15 Product Description page 23 Product Design menu 3, 5, 6, 8, 10, 11, 96 Product field 15, 23, 26, 32, 48, 50, 51, 53, 59, 60, 61, 63, 64, 68, 70, 71, 73, 75, 76, 77, 83, 84, 91, 92, 94, 95, 103, 105, 107, 111, 113, 115, 117, 119, 120, 122, 127, 128, 129, 131, 133, 135, 137, 138, 140, 142, 143, 145, 147, 149, 151 Profile panel 15 Prompt for Endorsement Effective Date checkbox 40 Prorating 158 Prorating and Adjustments 158 Prorating calculation method 43 Q Quote Calculations Order 14 Quote Group field 64 Groups 59 Quote Groups page 59, 61 Quote Groups panel 59, 61, 62 Quote Option 73, 111 Quote Option field 70, 74, 75, 107, 111, 113, 129, 132, 133, 140, 142, 144, 145, 148, 149 Option page 68 Quote Options 63 Quote Options page 63, 67 Quote Options panel 63, 68 Quote Summary window 61, 64, 65, 135, 141, 146 Quote Validation validation type 125 Quote Validations 14 Quoted status 39, 54, 97, 98 R Rate 163 Rate Configuration panel 108, 112, 113, 163 Rate Driver 44 Rate Driver checkbox 141, 146, 167 Rate Driver fields 39 Rate rate type 108 Rate Rule 43, 44, 115 Rate Rule 119 Rate Rule window 116, 117, 118, 119 Rate Rules Evaluation page 115, 117, 118 Rate Rules Evaluations 115 Rate Rules panel 116, 118, 119 Rate Type 163 Rate Type 108 Rates 107 Rates – Details and Examples 162 Rates page 107, 111, 112 Rates tab 11 Recipient Group panel 82, 90 Recipient Group window 82, 90 Recipient Groups panel 81, 89 Recipients panel 79, 86 Reference 153 Reference field 72 Referral and Compliance Validations 14 Referral validation type 125 Referred status 123, 125 Reinstatement 43 Reinstatement Reasons field 33 Removing an Insurer 74 Renew Now button 54
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