Change Requests

1. From Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Customers.
3. Select the desired customer in the list.
4. Click the Policy List button on the button bar.
5. The Policy List screen displays. Highlight the policy for which you are submitting a change request.
6. Click Options and select Change Request.
7. If this is a new Change Request, you are prompted: Is this a new change request for [customer's name]? Click Yes. If you do not see this window, click File > Add. When asked if this is a new Change Request, click Yes.
8. The Change Request form displays. Review and complete all sections of the Change Request form by clicking the tabs at the bottom of the window. See Change Request Workflows for instructions on the more common workflows you can accomplish with the Change Request screen.

Note: To exit a new Change Request without saving any of the information, click File, Delete.

9. To print the Change Request, click File > Print.
10. The Print/Communication screen displays. Select the appropriate Printer from the dropdown list.
    Note: Click Printer Setup and make any necessary changes if you need to amend the settings for the selected printer.
11. Change the Date, Producer, Company, Agency, or Branch as necessary.
12. To add a signature, double click the Signature field to choose from available signature files.
13. Select the Queue, Print, or Preview radio button.
14. Select the appropriate radio button in the Update frame to indicate when the application should be updated:
    • On Effective Date of Change
    • Immediately
    • Do Not Update
15. Click OK.
16. The Policy History Information screen displays. Enter the date when the current coverages expire, and enter a Description of the change request.
17. Click OK.
18. The Activity Detail screen displays. Assign the activity and click OK.

Note: Click here for a list of Change Request Common Problems and Solutions .