Account Summary

General use

This screen summarizes information about an account, providing useful information for underwriters and other people who make decisions about policies. This screen can also help you answer questions from agents or producers.

  • Answer customer questions about this account
  • Edit a contact
  • Check the loss ratio on this account
  • Review or add notes about the account
  • Check latest policy terms, transactions and claims

See also

How to access

This summary screen is available:

  • In the Account tab
  • From any screen that contains the reference to an account, for example Account Holder Summary, Policy Summary, or My Accounts
  • Through search results

Panels in this screen

Details
Displays information about the account contact, so that you can make sure you are looking at the right account. You can update account details by clicking Edit.
Current Activities
Displays the last five activities for this account and on policy transactions in the account. It displays open activities first, starting with the highest priority and latest. You can open an activity by clicking its subject. If there are more than five activities, you can view them all by clicking View more.
Policy Terms

Displays five policy terms, starting with future and current ones. You can:

  • View the premiums and effective dates to make decisions about next steps with the account.
  • View the loss ratio for this account to decide if adding more terms would be a risk. To view the latest information, click Recalculate Loss Ratio.
  • Open a policy by clicking its number.
  • If there are more than five policy terms, you can view them all by clicking View more.
Open Policy Transactions

Displays the last five policy transactions which are still open. You can:

  • Open a policy by clicking its number.
  • Open a transaction by clicking its number.
  • If there are more than five policy transactions,, you can view them all by clicking View more.
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 has been in the system.

If PolicyCenter is integrated with a billing system, displays high-level information about the history of this account holder, such as:

  • Premium on this account in the last 3 years, including losses and loss ratio. To get the latest figure, click Recalculate
  • Non-pay cancels in the last 12 months
  • Delinquencies in the last 12 months

If integrated with Guidewire BillingCenter, PolicyCenter will get the information from BillingCenter.

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 is 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.
Contacts
Displays the contacts for this account. You can open a contact by clicking their name. You can also see their roles in the account, so that you know who to call about a claim, or to complete an activity. If there are more than three contacts, you can view them all by clicking View more.
Producers

Displays the names and codes of producers related to this account.

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

Locations

Displays locations connected with this account. You can check an address here, before you visit the location. You can open a location by clicking its name.

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

Related Accounts

Displays other accounts connected with the current one. You can open an account by clicking its name. If you do not have any related accounts defined, this panel displays the accounts that the system matched automatically.

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

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.