Servicing/Common Job Aids

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How to Create an Account in PolicyCenter
This job aid provides step-by-step instructions on how to create a PolicyCenter account.
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Create an Activity to Processing
This job aid will walk you through creating an activity to processing for transactions that cannot be completed by an Agent. The job aid also has instructions on how to reply to an activity from proce...
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Create an Activity to Underwriting
Describes the process for creating an activity for Underwriting and replying to Underwriting's response.
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How to Manage the Activity 'XXXX Contact was Changed'
This activity is system generated when a back-dated change is made to a Driver, Named Insured, or Contact.
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How to View All Activities from the PolicyCenter Desktop
This job aid reviews how to manage the settings on the Desktop Screen in PolicyCenter, so you can view all open activities, submissions, and renewals.
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Quick Tips on How to Complete Activites
This job aid explains what actions need to be taken to on system-generated activities in Policy Center.
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How to Search and Assign Activities from the Team Tab
This job aid describes how to assign activities from the Team tab and search and assign activities from the Search tab. These processes can only be done by someone with administration credentials in P...
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Create a Billing Account for a New Submission
This job aid reviews how to create a billing account for a new submission. Included in this job aid, you will find information on creating a new billing account, adding to an existing billing account,...
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Multi-Source Down Payments
This job aid describes the steps to add multiple source payments for a policy's down payment. The initial down payment is the amount which must be submitted to bind a policy. You may have up to four s...
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Cancel a Policy
This job aid will provide step-by-step instructions on the cancellation options: Schedule Cancellation and Cancel Now. The job aid contains parameters for future and backdating a cancellation and offe...
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Validation and Error Messages in PolicyCenter
This job aid provides examples of how to address the different types of system validation messages and errors in PolicyCenter.
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How to Move Policies from One Account to Another
This job aid reviews how to move policies from one account one another account in PolicyCenter.
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How to Reassign Renewals from the Team Tab in PolicyCenter
This job aid describes how to reassign renewals form the Teams tab in PolicyCenter. NOTE: you must have the role of Office Manager to be able to complete this action.
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Using the Billing Calculator
The billing calculator is a centralized service receiving billing and payment information. This job aid will explain where you can find the billing information once you have made a change to a policy....
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Change a Mailing Address for Military Deployment
This job aid reviews how to change a mailing address for military deployment only.
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Review and Compare Policy Transactions
This job aid describes how to view policy transaction history on a policy, and review specific changes made within each transaction. It also includes steps for comparing two policy transactions.
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Create eSignature Envelope (DocuSign)
This job aid reviews how to create an envelope through DocuSign, and then email or text the envelope to all required signers to collect electronic signatures.
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Future and Backdating a Policy Effective Date
This job aid review the rules and permissions around the policy effective date in PolicyCenter.
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Grandfathered Coverage Limits
This job aid explains grandfathered coverage limits.
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How to Enter a Prior-Term Change
The job aid reviews how to complete a prior term change to a policy. Documentation and underwriting approval may be required.
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View Prior Term Transactions
This job aid reviews how to review transactions effective on a prior term.
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Access, Search, Edit and Delete Notes in PolicyCenter
This job aid describes how to access, search, edit, and delete notes in PolicyCenter.
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Follow-up Capabilities for Agents in PolicyCenter
This job aid describes how to follow-up on an activity assigned to an agent in PolicyCenter.
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Create and View Notes in PolicyCenter
This job aid reviews how to create and view a policy's notes in PolicyCenter. The two procedures have been broken up to include step-by-step instructions.
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Clear Underwriting Pre-Quote Issues
This job aid describes how to review an Underwriting Warning Message on a submission or policy change and make updates to the policy, when applicable, before an Underwriting rule is triggered.
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Updating Agency Print Output Address for Office Managers
This job aid demonstrates the necessary steps to update the agency print output address in PolicyCenter by the Office Manager.
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Cancel Policy - Policyholder Request
In this quick Card, you will cancel a policy at the policyholder's request. In this example, you will cancel a property policy.
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