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New PolicyCenter Activities

July 14, 2017

Citizens is continuing to improve PolicyCenter® processes for notifying agents of record when additional underwriting information is required and when a change is applied to an existing policy.



New Activity: Review and Provide Additional Information – Claim

The agent will receive a Review and Provide Additional Information – Claim activity on their Desktop when the Underwriter needs additional information from the policyholder for property damage or property characteristic discrepancies as a result of a claim.

For step-by-step instructions about this activity, refer to the Completing a Review and Provide Additional Information Activity job aid on the PolicyCenter page in the Training section of the Agents site.



New Activities: Notice of Policy Change(s)

The agent will receive a Notice of Policy Change or Notice of Changes at Renewal activity on their Desktop when Underwriters complete a policy change as a result of reviewing critical underwriting information. No response is necessary; review the activity and click Complete to remove it from the Desktop.



Resources

For more information about activities, log in to the Agents site, and access the TrainingPersonal Lines page for the Agent Activities Overview and Completing a Review and Provide Additional Information Activity job aids.

Agents also can select Search Frequently Asked Questions from the Agents site’s top menu. Agents can enter activities in the search field for more information and training. FAQs also can be accessed via the Knowledge Base link at the top right corner of every screen in PolicyCenter.

Legal Disclaimer




Agent Bulletins are provided for historical purposes only and have not been updated to include any changes that may have been made after publication. Agents can find the latest information by reviewing the applicable underwriting manuals and by logging in, then selecting Search → Search Frequently Asked Questions