Account screens

The account menu links in the left sidebar provide supporting information for the account. This menu is context-sensitive.

Account Summary

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.

Account Holder Summary

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.

Account File Contacts screen

The Account File Contacts screen lists contacts that you associate with the account and with the policies in the account. You can create contacts on the account and use these contacts in policies.

Additionally, contacts can have roles that have meaning only at the account level. A contact who has the role of driver on a personal auto policy, has an MVR Report Details button. Click this button to view all MVR reports received for that driver.

You can enter contact information on the account and access it when creating a submission or modifying a policy.

Account File Locations

You can create locations on the account. Policy transactions can use these account locations. For example, you can access account location information when creating a submission or modifying a policy.

Account File Participants

The Account File Participants screen lists the users that interact with the account by the role that they perform on the account. The screen also shows the assigned group that the user belongs to. You can add or remove participants. For existing roles, you can change the user who performs that role. Default types of roles include: Requestor, Creator, Processor, Producer, and Underwriter.

Account File Policy Transactions

On the Account File Policy Transactions screen, you can view summary information about all policy transactions that have occurred on the account. From this screen, you can jump to the associated policy transaction or policy. You can filter the policy transactions by the following:
  • Whether the policy transaction is open or complete
  • Policy transaction type; submission or renewal, for example
  • Line of business

Submission Manager

On the Submission Manager screen you can view submissions on the account. You can edit the submission if it is not complete. Additionally, incomplete submissions have an Actions menu that allows you to Withdraw, Decline, or mark the submission as Not Taken.

For each submission, you can create confirmation letters. There is a button that allows you to create new submissions.

Underwriting Files

The Underwriting Files screen displays a list of underwriting files on the account. Underwriting files are groups of policies. Underwriting files enable you to view risk information for a group of policies. Underwriting files may group policies that require processing as a group. These policies may require information from one another during the processing of their transactions. For example, the quote for the renewal of the businessowners policy requires information from the workers’ compensation policy. You can simplify processing by having the two policies grouped into an underwriting file.

In the base configuration, submissions are in one group and renewals in another group. You can configure this behavior. An underwriting file corresponds to the JobGroup entity.

Each underwriting file group has the following tabs: Submissions or Renewals, Risk Analysis, and Activities.

Account File Related Accounts

On the Account File Related Accounts screen, you can view related accounts listed by Relationship, Account Number, Name, and Address. You can add and remove related accounts. You can also search for accounts with a common account holder or named insured.

Account File Documents

On the Account File Documents screen, you can search for and view any attached documents related to the account or policies in the account. You can attach documents to the account. All documents attached to policies are also visible at the account level.

Account File Notes

On the Account File Notes screen, you can search for and view notes related to the account or policies in the account. In PolicyCenter you can search for all notes on an account without knowing the policy on which the note was originally created.

Account File Claims

On the Account File Claims screen, you can search for claims on the account. You can filter the search results by policy period or product.

Billing

In PolicyCenter, the Account > Billing screen displays account fields maintained by the billing system. For each account, you can view this page by clicking Billing in the left sidebar.

Account File History

On the Account File History screen, you can view history events associated with the account and policies in the account. You must have the accounthistory permission to view this screen. The page initially displays all events related to the account. You can filter the history events by:

  • User
  • Timestamp – Specify From and Until dates.
  • Related To – This drop-down list allows you to filter events for a specific policy transaction or policy, or to show all events for the account.

For more information about history events, see Configuring job history events.