Creating a New Auto Policy

Once you have configured a record group template for generating vehicle coverages you can create the new auto policy.

To create a new auto policy

1. Navigate to Auto Policies screen and create a new policy.

2. Drill down on the Policy # record to navigate to the Quick Quote view and create the following records:

   1. In the Vehicles list, create new vehicles

   2. In the Drivers list, create new driver records

3. Click the Rate Model view tab.

   The vehicles list displays the vehicles created in the previous step.

4. Select a vehicle record and click Default Coverages.

   The Select Templates to Run dialog box appears, and displays the template defined in Step 6 after evaluating any conditional expressions defined.

5. In the dialog box, click Execute.

   Default Vehicle Coverages are automatically created in the Vehicle Coverage list for the selected vehicle record. These default coverages correspond to the default coverages selected in the Administration - Insurance views in Step 2.