Change History

Know Exactly What Changed, Who Changed It, and Why

Commercial insurance products evolve continuously. Rating formulas are updated, underwriting rules change, bureau content is revised, carrier pricing is adjusted, and new products are released throughout the year. When premiums change unexpectedly, organizations need answers immediately.

  • What Changed
  • Who Changed It
  • Why It Was Changed
  • When It Was Deployed
  • Which Release Introduced the Change

SelectRate Change History provides complete visibility into every modification made throughout the commercial insurance product lifecycle.

What Is Change History?

Change History is a detailed record of every modification made to products, formulas, underwriting rules, pricing, configuration, forms, APIs, and system settings.

Every change records:

  • Previous Value
  • New Value
  • User
  • Date
  • Time
  • Reason
  • Approval Status
  • Deployment Status

Organizations always know exactly what changed.

Why Change History Matters

Commercial insurance products contain thousands of configurable components.

Changes may involve:

  • Rating Formulas
  • Bureau Rates
  • Carrier Pricing
  • Underwriting Rules
  • Eligibility Rules
  • Territories
  • Forms
  • Endorsements
  • APIs
  • Product Configuration

Without Change History, troubleshooting becomes slow, expensive, and inconsistent.

Built for Commercial Insurance

SelectRate Change History supports every commercial insurance product. Every product shares one centralized change management platform.

General Liability
Workers Compensation
Commercial Property
Commercial Auto
Builders Risk
Inland Marine
Professional Liability
Cyber Liability
Umbrella
Excess Liability

Product Changes

Track every modification made to insurance products.

Including:

  • Product Creation
  • Product Updates
  • Product Retirement
  • Product Versions
  • Product Releases

Organizations maintain a complete history of every product lifecycle event.

Formula Changes

Every pricing formula change is documented.

Track:

  • Formula Logic
  • Variables
  • Lookup Tables
  • Mathematical Expressions
  • Calculation Order
  • Shared Components

Users can compare previous and current formulas side by side.

Underwriting Changes

Every underwriting modification becomes part of Change History.

Track:

  • Eligibility Rules
  • Refer to Company
  • Decline Rules
  • Judgment Rates
  • Consent to Rate
  • Authority Limits

Organizations maintain complete underwriting accountability.

Pricing Changes Carrier Rating Overrides

Every pricing adjustment is recorded.

Track:

  • Carrier Multipliers
  • Rating Overrides
  • Loss Cost Multipliers
  • Experience Modifiers
  • IRPM
  • Schedule Rating

Every premium change can be traced back to the exact configuration update.

Side-by-Side Comparisons

Compare previous and current versions.

Review:

  • Previous Value
  • New Value
  • Difference
  • User
  • Comments
  • Approval Status

Visual comparisons simplify product reviews and troubleshooting.

Release Integration

Every change is associated with a deployment.

Track:

  • Release Version
  • Deployment Date
  • Release Notes
  • Rollback History
  • Environment

Organizations immediately know which release introduced every change.

Search and Filtering

Locate changes quickly using advanced search.

Search by:

  • Product
  • Formula
  • Carrier
  • Program
  • User
  • Date
  • Rule
  • Product Version
  • Release

Large product histories remain easy to navigate.

API Integration

Applications can retrieve Change History through secure REST APIs.

Retrieve:

  • Product Changes
  • Formula Changes
  • Configuration Updates
  • Release History
  • Approval Status

API consumers receive the same change history available within SelectRate.

Configuration Changes

Track every administrative change. Configuration history simplifies platform administration.

Including:

  • Territories
  • Forms
  • Endorsements
  • Products
  • Programs
  • Carriers
  • User Roles
  • API Configuration

Request Demo

Approval History

Every significant change can require approval before deployment. Approval records remain permanently attached to every change.

Track:

  • Submitted By
  • Reviewer
  • Approval Date
  • Comments
  • Status
  • Release Assignment

Learn more about Approval Workflows

Rating Worksheet Integration

Premium differences can be traced directly back to product changes. Users can understand exactly why premiums changed.

Compare:

  • Previous Premium
  • Current Premium
  • Formula Differences
  • Variable Changes
  • Underwriting Changes

Learn more about Rating Worksheet

Rating Trace Integration

View every calculation affected by a product change. Rating Trace and Change History work together to explain every pricing difference.

Analyze:

  • Formula Execution
  • Rule Evaluation
  • Lookup Tables
  • Variable Resolution

Learn more about Rating Trace

Effective Date Management

Changes automatically follow product version schedules. Organizations can review both historical and future product changes.

Manage:

  • Historical Changes
  • Current Changes
  • Future Changes
  • Product Versions
  • Bureau Versions

Learn more about Effective Date Management

Automated Testing Integration

Every tested change becomes part of Change History. Testing history remains permanently associated with every product change.

Track:

  • Test Results
  • Validation Status
  • Premium Comparisons
  • Regression Results
  • Deployment Readiness

Learn more about Rating Testing Software

Enterprise Governance

Change History supports enterprise governance across every insurance product. Organizations maintain complete operational transparency.

Track:

  • User Activity
  • Product Lifecycle
  • Approval Workflows
  • Releases
  • Audit Records
  • Security Events

Benefits of Change History

Insurance organizations centralize Change History to improve governance and operational efficiency.

Benefits include:

  • Complete Product Visibility
  • Faster Troubleshooting
  • Better Product Governance
  • Simplified Audits
  • Complete Accountability
  • Enterprise Compliance
  • Automated Testing Integration
  • Faster Product Reviews
  • Modern API Access
  • Reduced Operational Risk

Frequently Asked Questions

Change History records every modification made to commercial insurance products, pricing, underwriting rules, formulas, configuration, and deployments.

Yes. Users can compare previous and current values for every configuration change.

Yes. Every modification records the user, timestamp, approval status, deployment information, and supporting comments.

Yes. Organizations can search changes by product, carrier, formula, release, user, date, rule, and many other criteria.

Yes. Premium differences shown in Rating Worksheets can be traced directly back to the product changes that caused them.

Understand Every Product Change with Complete Confidence

Track every pricing update, underwriting modification, formula revision, deployment, and approval from one centralized commercial insurance change management platform.