Policy Actions

The Policy Actions widget on the Policy Record page provides a list of tasks agents can perform to manage policies. Each action simplifies the maintenance of accurate and up-to-date policy records.

1. Policy Changes

Submit changes to a policy, such as coverage adjustments or insured details.

Key Steps:

• 1. Access the Policy Record.
  2. Select the Edit Policy option.
  3. Enter the desired changes and review for accuracy.
  4. Submit the changes for auto-issuance (Green Path) or underwriter review (Yellow Path).

2. Mark as Pending Documentation

Mark a policy for additional documentation when key details are missing.

Key Steps:

• 1. Open the policy.
  2. Navigate to the Documents tab.
  3. Flag the policy as Pending Documentation and note required items.

3. Mail Documents

Send policy-related documents to policyholders, agents, or third parties.

Key Steps:

• 1. Go to the Documents section of the Policy Record.
  2. Select the documents to send.
  3. Use the built-in mailing tool to complete the action.

4. Report Claim

Initiate a claim on behalf of a policyholder.

Key Steps:

• 1. Access the Claims tab of the Policy Record.
  2. Select Report Claim and fill in required details.
  3. Submit the claim for processing and follow up as needed.

5. Mark as Non-Renewal

Indicate that a policy will not be renewed at the end of its term.

Key Steps:

• 1. Access the Policy Record.
  2. Select Mark as Non-Renewal and specify the reason.
  3. Confirm and notify the policyholder.

6. Cancel Policy

Cancel an active policy due to non-payment, request, or other reasons.

Key Steps:

• 1. Open the Policy Record.
  2. Navigate to Cancel Policy and complete the required details.
  3. Submit for review or finalization.

7. Send Create Account Email

Assist policyholders in setting up their Consumer Portal accounts.

Key Steps:

• 1. Go to the policyholder’s contact details.
  2. Select Send Create Account Email.
  3. Ensure the policyholder receives and completes the registration.

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Additional Notes

Role-Specific Adjustments: While agents focus on policyholder support, similar actions for underwriters may include stricter compliance checks. Collaboration: Certain actions, such as cancellations or claims, may trigger workflows requiring underwriter review.