Recent News

Commercial Lines Bulletin

Updates for PolicyCenter Contacts

julio 31, 2015 - IE #029-15

Citizens is updating the process for managing contacts and premium finance companies (PFCs) in PolicyCenter®. The major updates are outlined below. For more details, refer to the modules and job aids on the Training page on the Citizens website. Citizens has updated the following modules:

  • Commercial lines: New Account
  • Personal lines: Accounts in PolicyCenter: A printable version is available in Knowledge Base, Answer ID # 2230

Updates for PolicyCenter Contacts

  • A new Person or new Company contact now can be added from Create New Account without selecting from the address book:  

Figure 1: Create New Account options.

Note: The From Address Book option remains available to add an additional interest.

  • When creating a new Person or new Company contact, users no longer have to check for duplicates.

Figure 2: Create Account screen without the Check for Duplicates button

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