Citizens has made enhancements in PolicyCenter® to improve processing by auto-approving agent-initiated policy changes to mailing addresses and other contact information.

Auto-Issued Policy Changes

PolicyCenter now will approve and issue the following agent-created policy changes automatically to the first-named insured:

• Primary Email Address
• Secondary Email Address
• Home Phone
• Mobile Phone
• Work Phone
• Primary Phone
• Fax
• Mailing Address (only when the dwelling use is not Primary)
• Type 1-6 Mortgagee updates to mortgagee (Dwelling screen, under Additional Interests)

Figure 1: Dwelling screen for mortgagee selection of changes for auto-approval.

Notes

• The policy change must be effective on the current date or a future date within the current policy term.
• Underwriting approval is required for backdated policy changes.
• Contact changes for a named insured when combined with policy changes that cannot be auto-issued will require underwriting approval.
• Agents cannot add, update or delete trustee or additional insured without Underwriting approval.

Resources

For processing details, log in to the Agents site and select Training > Personal Job Aids:

• Policy Changes
• Adding, Updating, or Removing the Mortgagee or Payor