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Commercial Lines Bulletin

Activity Requests in PolicyCenter

enero 13, 2015 - IE #002-15

The Citizens Accounting Department has reported that some agents are using the New Activity to Billing Center option in PolicyCenter® incorrectly for commercial lines (CL) and personal lines (PL) policies. Using activities incorrectly may cause processing delays of those activities. Please review this email to determine the correct use of the New Activity to Billing Center option in PolicyCenter for both commercial lines and personal lines policies. 
 
Citizens urges you and your staff to review:
  • Commercial Lines: User-Generated Activities job aid 
  • Personal Lines: Agent Activities job aid 
Both job aids, along with other PolicyCenter training materials, are posted on the Citizens Insurance Suite page in the Training and Reference Materials tab. 
 
Only the following activities should be submitted via New Activity to Billing Center (see Figures 1A and 1B below):
 

To request:

Choose:

A change in the payment plan on an issued policy

The policy’s Summary screen > New Activity to Billing Center > Request > Request To Change A Payplan BC

For more details, review:

  • CL: Requesting a Payment Plan Change job aid
  • PL: Changing a Payment Plan job aid

To add a mortgage company to the Address Book

Note: Use only when the mortgage company does not appear in the Address Book.

New Activity to Billing Center > Request > Request To Open A New List Bill Account BC

For more details, review:

  • CL: Adding Mortgagee as the Payor job aid
  • PL: Adding or Changing a Premium Finance Company or Mortagee job aid
 
Figure 1A: Commercial lines New Activity to Billing Center: Request to Change a Payplan BC or Request To Open A New List Bill Account BC
 
Figure 1B: Personal lines New Activity to Billing Center: Request to Change a Payplan BC or Request To Open A New List Bill Account BC
 

Activities submitted incorrectly to BillingCenter® may not be processed.

Notes and Transactions in PolicyCenter

Users must create a transaction or activity to request Citizens’ action on a policy. 

Figure 2. Notes are used to record conversations and events related to a policy; do not use to request changes to a policy. 
 
For more information, see: 
  • Commercial lines: Policy Change module 
  • Personal lines: Policy Change module
If you need additional assistance, contact the Customer Care Center at 888.685.1555. 




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