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Compare Policy Versions
See how a policy changed over time by comparing policy versions. Do this from an Insurance Policy or Policy (Asset) record.
- Click the Version History tab.
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Select at least two versions that you want to compare. You can compare up to
three versions at a time.
NoteA star next to the policy name indicates the current version.
- Click the Compare Versions button.
- 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.
- Click the details or an insured item to show a breakdown of the differences between policy versions.
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