Account Holder Summary

General use

This screen summarizes information about an account holder, providing useful information for customer service representatives (CSRs). The screen displays data across all accounts for which the contact is the account holder.

You can use this screen to:

• Answer customer questions about this account holder
• Start a new submission
• Edit a contact
• File a claim
• Change a policy
• Review and add notes about the account holder

How to access

This summary screen is available in the Contact tab, but only if the contact is an account holder.

You can access this screen:

• Through search results
• From any screen that contains the reference to an account holder, for example Account Summary, Policy Summary, or the various Contact screens in PolicyCenter
• From any application that uses a custom URL which points to a contact (entry point), for example from the application you use to answer customer calls

Panels in this screen

Details

Displays general information about this contact, so that you can make sure you are looking at the right contact. You can update contact details by clicking Edit.

Policies

Displays the last five policies for this account holder. You can start work on these policies from here. For example, you can begin a cancellation. If PolicyCenter is integrated with a claim system, you can start a claim. If integrated with Guidewire ClaimCenter, PolicyCenter will get the information from ClaimCenter.

Open Policy Transactions

Displays the last five policy transactions which are still open. You can use this panel to answer questions about ongoing policy transactions. You can start a new submission by clicking New Submission.

Claims

If PolicyCenter is integrated with a claim system, displays the status of the latest five open claims for this account holder. (For example, if integrated with Guidewire ClaimCenter, PolicyCenter will get the information from ClaimCenter.) You can use this panel to answer questions or decide what to do about a request from your customer. You can view more details about the claim by clicking its number. This action redirects you to your claim system.

If there are more than five claims, you can view them all by clicking View more.

Overview

Displays information such as:

• How long this account holder has been your customer
• How much premium this account holder pays

If PolicyCenter is integrated with a billing and a claim system, this screen can display information such as:

• Non-pay Cancels in the last 12 months
• Delinquencies in the last 12 months
• Losses that this account holder has caused you in the last 3 years

You can use this information to decide about the value of the account, for example if it is a long-standing trustworthy customer, or somebody who keeps costing you money and is quite risky in terms of new business.

Billing

If PolicyCenter is integrated with a billing system, displays a summary of billing information—how much they owe, and how much they have paid. You can use this to let the customer know when their next invoice is due, or if you received their last payment. If integrated with Guidewire BillingCenter, PolicyCenter will get the information from BillingCenter.

Notes

Displays three latest notes. You can review past notes and add new ones by clicking New Note. If there are more than three notes, you can view them by clicking View more.