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20170227 - New Activity Process: Review and Provide Additional Information - Public
New Activity Process: Review and Provide Additional Information
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February 27, 2017
Citizens has improved the PolicyCenter® process for notifying agents when additional underwriting information is required to determine if a property meets eligibility requirements for a new-business submission or existing policy. This new process will shorten underwriting processing times dramatically.
Review and Provide Additional Information Activity
The agent of record will receive a Review and Provide Additional Information activity on their Desktop when an Underwriter needs additional information and/or supporting documents. To view and complete the activity:
- Open the activity and select View Reasons for details of the Underwriter’s request.
- Select Link Document to attach supporting documents and/or photos to the activity. If necessary, add a note to the Text box.
- Select Return to Underwriter by the due date. The activity will be removed from your Desktop.
Figure 1: Review and Provide Additional Information Activity Detail screen
Select View Notes to display notes associated with the activity. PolicyCenter automatically creates a policy note when:
- An Underwriter sends a Review and Provide Additional Information activity to the agent.
- The agent returns the activity to the Underwriter.
PolicyCenter Resources
For additional details:
- Log in to the Agents site and access the Training pages for the following PolicyCenter job aids:
- Agent Activities Overview
- Completing the Review and Provide Additional Information Activity
- Agents who already are logged in also can select Search Frequently Asked Questions from the website’s top menu and enter activities in the search field to access activity information.
- Agents also can access the FAQs via the Knowledge Base link at the top right corner of every screen in PolicyCenter.
- Agents and their staff can attend one of two free webinars on March 2 or 3, which will provide additional information about PolicyCenter enhancements and other important Citizens news:
Citizens Webinars
| Date | Times and Register Links |
|---|---|
| Thursday, March 2 2-3 p.m. ET |
2-3 p.m. |
| Friday, March 3 2-3 p.m. ET |
10-11 a.m. |
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