Compare Policy Versions

See how a policy changed over time by comparing policy versions. Do this from an Insurance Policy or Policy (Asset) record.

1. Click the Version History tab.
2. Select at least two versions that you want to compare. You can compare up to three versions at a time.
   

   Note

   A star next to the policy name indicates the current version.

3. Click the Compare Versions button.
4. A side-by-side view of the selected versions generates with the policies listed in order by the effective date. Expandable accordion elements contain the details of the policy and each insured item.
5. Click the details or an insured item to show a breakdown of the differences between policy versions.
   

   Note

   An orange asterisk after the label indicates line items that are different between versions.