Auto Job Aids

Accident Violation Override
This job aid reviews how to override an accident or violation in PolicyCenter. This functionality is available during an Auto submission or policy change to add a driver to a policy.
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Add Customer Prefill - Auto
This job aid explains how to pull in the populated information on the Customer Prefill Information screen for auto policies.
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Add Driver Assignment
This job aid details the steps necessary to add Driver Assignment to vehicles, as well as how to determine a driver rating if a customer has more than one policy in PolicyCenter. Driver assignment is ...
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Add or Remove a Lienholder/Leaseholder on an Auto Policy
This job aid reviews how to add a Lienholder or Leaseholder to an existing Auto or PowerSports policy.
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Add or Delete a Driver on an Auto Policy
This job aid reviews how to add or delete a driver on a bound Auto or PowerSports policy. The navigation steps are the same for both lines of business.
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Add or Delete Secondary Named Insured - Auto/Property
This job aid reviews how to add and delete a secondary named insured to an Auto policy. This can be used to add and delete a secondary named insured to a Property policy.
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Apply a Multi-Car Discount - Auto and Powersports
This job aid walks you through the steps to apply the multi-car discount to an Auto and Powersports policy. The steps provided will also assist if there is additional policies in the household with qu...
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Copy Data
This step-by-step job aid describes how to save time by utilizing the copy data function in PolicyCenter. The Copy Data option is available during the quoting and policy change process for Personal Li...
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Copy Vehicle Level Coverages - Auto/PowerSports Policy
This job aid reviews how to copy vehicle coverages on a policy, from one vehicle to another on an Auto or PowerSports policy.
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How to Apply Excluded or Non-Driver Status to an Auto Policy
This job aid reviews how to apply excluded and non-driver status to listed drivers on an Auto policy and starts at the Drivers screen during the submission or policy change.
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Update Deductibles and Coverages - Auto and Powersports
This job aid describes the process to update the deductibles and coverages on an Auto and Powersports Policy.
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View Auto Policy Information
This job aid describes how to view the information on an auto policy.
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Auto Report Ordering
PolicyCenter auto reports are automatically ordered. This job aid reviews each of the reports and/or tabs under the Underwriting screen.
Enterprise Validation Technology Alerts (EVT), Prior Pol...
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Add, Edit or Change a Garaging Address
This job aid reviews how to add, change, or edit a garaging address on an existing Auto or Powersports Policy.
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Create Auto Policy - Full Application
This job aid describes the step-by-step process how to create an Auto policy in PolicyCenter.
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