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:

• Access the Policy Record.
• Select the Edit Policy option.
• Enter the desired changes and review for accuracy.
• 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:

• Open the policy.
• Navigate to the Documents tab.
• 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:

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

4. Report Claim

Initiate a claim on behalf of a policyholder.

Key Steps:

• Access the Claims tab of the Policy Record.
• Select Report Claim and fill in required details.
• 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:

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

6. Cancel Policy

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

Key Steps:

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

7. Send Create Account Email

Assist policyholders in setting up their Consumer Portal accounts.

Key Steps:

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