Citizens has made enhancements to allow agents to make some nonpremium changes to Personal Lines bound-approved submissions prior to issuance. This means agents do not need to wait until a policy is issued to make changes to important contact information - thereby streamlining the efficiency of any last-minute changes - and customers will be able to quickly complete their myPolicy registration without waiting for contact information to update.

Contact Changes During Bound-Approved Status

Agents will be able to edit the following criteria:

• Additional interest information
  • Add a new nonmortgagee additional interest
  • Modify or remove a previous nonmortgagee additional interest
• Additional named insured
  • Add new or modify or remove the previous entry
• Customer contact information
  • Phone number or email address
• Policy mailing address

Processing Steps

• Agents will select Edit Transaction in the issuance activity to initiate the change.

Figure 1: Required Documents screen

• Once the required change is complete, the agent will need to select Premium Estimate to continue.
• A new application will be generated and must be signed and uploaded to the Required Documents section.
• The agent should select SUBMIT if available.

Resources

• On the Agents site, select Personal > PR-M or PR-W, and you can view the updated required document guides and product guides by policy type on the right side of the page.
• Select Training > Personal Job Aids to access New-Business Submission Guide