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          Add a Coverage to a Commercial Quote

          Add a Coverage to a Commercial Quote

          You can add a coverage at the product, insured item or party, or the grandchild insured item or party level.

          1. Click the arrow next to the item's name you want to add coverage to.

            All of the current coverages and attributes for a product or insured item display. Click on them to display details in the right-hand panel.

            Any optional coverages available for this quote appear below the product or insured item.

            Tip
            Tip

            Click the arrow to the left of the product or insured item name to expand and view the current and available coverages.

          2. Click Add to add one of the coverages to the quote.

            The coverage's attributes appear in the right-hand panel.

          3. Make changes to the attributes of the newly added coverage as needed.
            Note
            Note

            Adding or editing insured items and coverages triggers optional coverage and attribute rules.

          The optional coverage validation and coverage relationship rules run.

           
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          Salesforce Help | Article