Servicing/Common Quick Cards

Create Policyholder Account
In this Quick Card, you will create an account in PolicyCenter. An account must be established in PolicyCenter prior to quoting, binding, or issuing a policy.
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Search for Policyholder Account and Search for a Policy
In this Quick Card, you will search for an account using three different search criteria. Another option is to search for an actual policy.
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Make a Change during the Renewal Process on a Property Policy
This job aid reviews how to change a policyholder's existing Property policy during the renewal process before the change is bound.
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Make a Change on an Auto Policy during the Renewal Process
In this Quick Card, you will make a change to a policyholder's existing auto policy during the renewal process before the Transaction is bound.
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Create an Activity
This job aid reviews how to create an activity on an existing policy and assign it to a specific user in PolicyCenter.
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Review and Complete an Activity
This job aid reviews how to review and complete an activity using a Property Policy.
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Process an Auto Out-of-Sequence Transaction
This job aid walks you through how to complete a policy change with an effective date prior to another change; and then handle the out-of-sequence conflicts.
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Process Property Out-of-Sequence Transaction
This job aid reviews how to manage and resolve an out-of-sequence transaction on a Property policy.
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Manage an Auto Preemption
This job aid reviews applying a change and how to handle a preemption.
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Manage a Property Preemption
This job aid describes how to manage and handle a Preemption on a Property policy.
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Search and Navigate Through a Policy
Use this Quick Card to search for and navigate a policy and look for key information. This Quick Card will cover each policy type and the information you will view on each.
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View Policy and Transaction History
In this Quick Card, you will first search for a policy. Next, you will view policy information and transaction history. The steps to view policy history are the same regardless of business line.
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