Updating an Additional Interest’s Information in PolicyCenter
3月 30, 2015 - IE #013-15
Effective immediately, Citizens has changed how to update an additional interest’s contact information in PolicyCenter®.
To update an additional interest’s contact information, a user must first remove the current additional interest and then add a new additional interest using the buttons shown in Figures 1 and 2:
Figure 1: Commercial lines Additional Interest tab on the Buildings and Locations screen
Figure 2: Personal lines Additional Interest tab on the Dwelling screen
Reminder: When a mortgage company is listed as the payor, the payor must be updated on the Payment screen. Refer to the job aids below about updating the payor:
- Commercial Lines – Adding Mortgagee as the Payor
- Personal Lines – Updating the Payor
Account File Summary Screen Change
The Change Account Holder To button has been removed from the Account File Summary screen. If a change or correction to the named insured is needed, a policy change must be submitted.
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.