20211117 - Reminder: Automated Loss-History Data in PolicyCenter - Public
Reminder: Automated Loss-History Data in PolicyCenter
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November 17, 2021
As announced in the September 29, 2021, Agent Updates Bulletin, Citizens updated PolicyCenter® processes to access loss history information before a risk can be submitted. For certain losses, you also must upload proof of repair as a required document.
Update: Accessing Loss History Information
You must access loss history to complete a submission in PolicyCenter. Once you have received permission from the applicant to order loss history reports, select Yes on the Policy Info screen, and then select Request Loss History Report:
Figure 1: PolicyCenter Policy Info screen
Selecting Request Loss History Report will take you to the Property Address Info screen. Select Retrieve from the Property Information drop-down menu:
Figure 2: Choose Retrieve on the Property Information drop-down menu
The prior loss data will be retrieved from the loss history report from the Automobile-Property Loss Underwriting Service (A-PLUS).
For best results:
- Confirm the legal name(s) for all insureds.
- Enter the entity names as they are legally listed.
- Avoid entering prefixes such as Mr., Mrs., Dr., etc.
- Enter actual Social Security and tax identification number(s) (TIN).
- Add the unit or apartment number on Address Line 2.
For additional resources, log in to the Agents website and select:
- Training > Personal Job Aids to access:
- Automated Loss History Data and Acceptable Proof of Repair Guide
- New Business Submission Guide
- Required document guides (by policy form on the right-hand side)
- Training > Webinar Recording to access:
- Training > On Demand Education (or via Citizens Learning Center) to access:
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