PolicyCenter® now includes an option for first-named insureds to opt in for paperless document delivery for new business.

When agents submit a new-business application effective on or after September 1, 2023, the Policy Info screen includes a Go Paperless! affirmation. Agents should discuss this with their customers and select Yes or No for Paperless Opt-in:

Figure 1: Go Paperless! affirmation and Paperless Opt-in radio buttons on the Policy Info screen

When an applicant elects to opt in for paperless documents, they will receive the following email notifications once the policy is issued:

• The automated Account Registration Confirmation email advising their myPolicy account has been created and what steps to take to complete the activation of the account
• An email confirming the opt-in paperless election
• An email notification that new documents are available with instructions to log in to their myPolicy account to access the documents

Notes:

• Agents are required to enter a valid email address for the First Named Insured when the Paperless Opt-in selection is Yes.
• Agents cannot enter their own email address on the application as the First Named Insured email address.
• If the policyholder changes their mind after electing paperless delivery, they must log in to myPolicy after the policy issues to change their election.
• If the policyholder has additional policies with Citizens, they must elect paperless delivery for each policy separately, if desired.
• If the policyholder declines paperless delivery on the application, they will receive their new-business packet via U.S. mail. Policyholders can log in to myPolicy to elect paperless delivery any time after the policy is issued.
• Policyholders who elect paperless delivery will receive an email notification when any future policy or billing documents are available.
• Except for documents that end coverage with Citizens, such as rescission of the policy, Notice of Cancellation or Notice of Nonrenewal, Citizens will not mail any policy documents to policyholders who have opted in to paperless delivery.
• This will not affect how the mortgage company will still receive their notice of new business, renewals, invoices, etc.

New-Business Application Updates

For policies effective September 1, 2023, or later, the application will include a new section with one of the following statements, depending on the applicant’s paperless selection:

• Policyholder Paperless Delivery Acknowledgement will be included on the application affirming the applicant selected paperless delivery, and their policy documents will not be mailed to them.

Figure 2: Policyholder Paperless Delivery Acknowledgement application statement

• GO PAPERLESS! will print on the application when the applicant does not select paperless delivery.

Figure 3: GO PAPERLESS! application statement

Resources

On the Public website:

• Select Insurance > myPolicy to access the myPolicy page, which includes a myPolicy Video, registration information and instructions for enrolling in paperless delivery.
• Select Learning > Brochures > Homeowners to access the Go Paperless Marketing Flyer.

On the Agents website:

Log in to the Agents site and select Training > Personal Job Aids and look under General to access the myPolicy Guide.