Excesses
Using the 'Excesses' step in the builder to create rules for adding excesses or deductibles
The 'Excess' step allows you to set rules around adding compulsory excesses to a quote, based on any factor.
How might you use the 'Excess' step?
If you were building a pricing model for insurance, there may be certain quotes or customers that you want to add compulsory excess rules for.
For example, you may want to create a rule to insist on a specific excess cost based on the age of a driver being under a certain age.
1. Add a new excess
Once you've added the 'Excess' step and named it, like you will with any other step in the Build tool (more on that here), you'll need to add rules for which excesses will apply to which quotes.
To get started, click the cog symbol in the top right of the 'Excess' step.
Once you've opened the step, click the 'ADD' button in the top right of excess table.
2. Create your excess
There are three elements to each new excess you add, whether you're adding a new excess or editing an existing one.
Name
Give your excess a descriptive name. This identify the excess in your table, so make sure it's unique and easy to understand.
Amount
Set the amount of your excess, including decimals if you want to. We don't accept currency symbols, so only use numbers here.
Expression
Write an expression to determine which quotes are offered the excess. This will need to include which data input(s) you want to be looking at, and the conditions that you use to offer a specific excess.
Here's an example of how you would structure an expression using the customer's age as an input, choosing to offer a specific excess for any customers aged under 21 years:
({{proposer_age}}<21)
To learn how to structure your expression in more detail, debug and to see the full glossary, check out our full page on Syntax.
3. Save your excess
Once you're happy with the excess you've added, just press the 'Save' button in the bottom right of the modal and you're ready to add more excesses to the table if you want to.
4. Add, edit or delete excesses
To add more new excesses, repeat the steps above. Alternatively, you can edit and delete excesses you've already added.
To bulk edit all excesses, you can use the buttons to the top left of the excesses table download as a CSV, edit and then re-upload your excesses table.
5. Save the step
Once you're happy with all of the excesses in your table, just press the 'Save' button in the top right of the screen. You're now ready to head back to the 'Build' screen.
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