Change Request Workflows

Personal Auto Change Requests

Vehicles Tab

Click on the Vehicle combo box at the top of this screen to display the current list of vehicles on the application. When changing or deleting a vehicle, make sure the vehicle that is being changed or deleted appears in the combo box.

 

Click on the Changes combo box (the second combo box on the screen) to display the list of changes for this Change Request. The left column lists numbers 1 through 4. A maximum of four vehicles can be changed per Personal Auto Change Request. For additional vehicles, or a policy requiring more than four changes on the Vehicles tab, a new Change Request must be added. Each change lists the following columns:

To Add a Vehicle

  1. Click the Change radio button and select the next available number in the Changes combo box.
  2. Click the Add radio button and enter the vehicle information.

To Change a Vehicle

  1. Click the Change radio button and select the next available number in the Changes combo box.
  2. Go to the Vehicle combo box and select the vehicle to change.
  3. The current information defaults. Make the necessary changes.

To Delete a Vehicle

  1. Click the Delete radio button and select the next available number in the Changes combo box.
  2. Go to the Vehicle combo box and select the vehicle to delete.
  3. The current information defaults; this is the information that will be deleted.

To Change the Coverages/Limits on a Vehicle

  1. Click the appropriate Limit radio button (Lim1 - Lim 4).
  2. Enter the vehicle number(s) to change in the white boxes next to the Veh label.

    Note: The Lim1 and Lim2 screens are identical, and the Lim3 and Lim4 screens are identical. The duplicate screens can be used to add, change or delete the same coverages for more than the four allotted vehicles. To add different coverages for different vehicles, use both screens. For example, if vehicles 1 and 2 need certain coverages, enter them on screen Lim1 and/or Lim3. If vehicles 3 and 4 need different coverages, then enter them on screen Lim2 and/or Lim4.

To Change the Additional Interests

  1. Click the Int radio button.

    Note: Only two Additional Interests can be changed for all vehicles per Change Request.

  2. The Veh # and Lien # must be filled in. The Vehicle and Lienholders are changed based on what is entered in these two fields. For example, click the Delete radio button, enter Veh # 1 and Lien #1. Then click the Change radio button, enter Veh # 2 and Lien #1 and double click the Lienholder # to choose a new Lienholder. When the application is updated, Vehicle 1’s first Lienholder will be gone, and Vehicle 2’s first Lienholder will be the new one selected.

To Change the Additional Coverages / Endorsements

  1. Click the End radio button.
  2. Fill in the appropriate Addition Coverages/Endorsements information.

Drivers Tab

Click on the Driver combo box at the top of this screen to display the current list of drivers on the application. When changing or deleting a driver, make sure the driver that is being changed or deleted appears in the combo box.

 

The Changes combo box is on the right side. It displays the list of changes for this Change Request. The left column lists numbers 1 through 4. A maximum of four changes may be made to the Drivers section on this Change Request. Each change lists the following columns:

To Add a Driver

  1. Click the Change radio button and select the next available number in the Changes combo box.
  2. Click the Add radio button and enter the appropriate information.

To Change a Driver:

  1. Click the Change radio button and select the next available number in the Changes combo box.
  2. Go to the Driver combo box and select the driver to change.
  3. The current information defaults. Make the necessary changes.

To Delete a Driver:

  1. Click the Delete radio button and select the next available number in the Changes combo box.
  2. Go to the Vehicle combo box and select the driver to delete.
  3. The current information defaults; this is the information that will be deleted.

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Inland Marine Change Requests

Marine Tab

On the right side of this screen is a list of Inland Marine Schedules. Arrows (>) next to the Schedule titles indicate that there are items in that particular schedule on the application. Highlight a Schedule Title in the listbox to display the items for that schedule in the Item combo box to the left. For example, select Jewelry in the listbox; the combo box displays the Jewelry items currently on the application.

 

The N/A, Add, Change, and Delete buttons are currently grayed out. In order to "activate" these buttons, click on a  Schedule Title and click Add.

Note: The schedule options are for the Change Request risks. They are not for adding or deleting information from the application. Think of this as adding a screen template. Once it is added, choose to add, change, or delete an item from the application. Click a Schedule Title then Add; a risk will be added to the Change Request. Click a Schedule Title then Delete to delete the current Change Request risk. Click a Schedule Title then Previous to view the previous Change Request Risk entered. Click a Schedule Title then Next to view the next Change Request risk entered.

To Add an Item

  1. Highlight the Schedule Title where an item will be added.
  2. Click Schedule then Add (to add a risk or screen template).
  3. Click the Add radio button, and fill out the appropriate information.

To Change an Item

  1. Highlight the Schedule Title where an item will be changed.
  2. Click on the Item combo box and highlight the item on the application to change. It should then appear in the box.
  3. Click the Change radio button and the current information from the application defaults.
  4. Change the appropriate information.

To Delete an Item

  1. Highlight the Schedule Title where an item will be deleted.
  2. Click on the Item combo box and highlight the item on the application to delete. It should then appear in the box. 
  3. Click Schedule then Delete.
  4. Click the Delete radio button and the current information from the application defaults. This is the information that will be deleted.

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Business Auto Change Requests

Vehicles Tab

Click on the Vehicle combo box at the top of this screen to display the current list of vehicles on the application.

Below the combo box are radio buttons. If the Description radio button is selected, the screen shows the vehicle information for the vehicle shown in the combo box. If the Coverages / Limits radio button is selected, the screen shows the coverage information for the vehicle shown in the combo box.

Note: The first time changes are entered on this screen, the first Change Request risk has already defaulted. Therefore, there is no need to click Schedule then Add to add the first Change Request risk.

To Add a Vehicle

  1. Click Schedule then Add, or click the Add button (to add a risk or screen template).
  2. Click the Add radio button and fill out the appropriate information. To add coverages, click the Coverages / Limits radio button and check the coverage boxes that apply. These two screens are linked together.
    Note: To default information from another vehicle when adding a new vehicle, in the combo box highlight the existing vehicle to pull from and click the Change radio button. All of the information defaults. Click the Add button and make the necessary changes.
  3. When adding on the Description screen, click the radio button for the Coverages / Limits screen. The Add radio button is activated there as well.

To Change a Vehicle

  1. Highlight the Vehicle to change in the combo box.
  2. Click the Change radio button and make the necessary changes. To change coverages, click the Coverages / Limits radio button and change the coverage boxes as needed.

    Note: To change limits, click the Coverages / Limits screen, click the Policy Limits Changed box, and change the limits at the bottom of the screen.

To Delete a Vehicle

  1. Click the Delete radio button and select the next available number in the Changes combo box.
  2. In the Vehicle combo box, select the vehicle to delete.
  3. The current information defaults; this is the information that will be deleted.

Drivers Tab

Click on the Driver combo box at the top of this screen to display the current list of drivers on the application.

To Add a Driver

  1. Click Schedule then Add, or click the Add button (to add a risk or screen template).
  2. Click the Add radio button. Fill out the appropriate information.

To Change a Driver

  1. Highlight the driver to change in the combo box.
  2. Click the Change radio button and change the appropriate information.

To Delete a Driver

  1. Highlight the driver to delete in the combo box. 
  2. Click the Delete radio button. The information to be deleted defaults.
  3. Click Schedule then Delete, or click the Delete button.

Add'l Int Tab

Click on the Additional Interests combo box at the top of this screen to display the current list of additional interests per vehicle on the application. The Risk # is the corresponding Vehicle Risk # for this Additional Interest.

To Add an Additional Interest

  1. Click Schedule then Add, or click the Add button (to add a risk or screen template).
  2. Verify that the Bsns Auto/Truckers/Garage radio button is checked.
  3. Click the Add radio button and fill out the appropriate information.

    Note: The Risk # is the Risk # of the vehicle to which the Additional Interests will be added. Lien # is the (usually) consecutive number given to the Additional Interest. Both fields must be filled out for the change to work properly.

To Change an Additional Interest

  1. Highlight the Additional Interest to change in the combo box.
  2. Click the Change radio button and change the appropriate information.

To Delete an Additional Interest

  1. Highlight the Additional Interest to delete in the combo box.
  2. Click the Delete radio button and the information to be deleted defaults.
  3. Click Schedule then Delete, or click the Delete button.

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