Activities

In PolicyCenter, you can use activities to accomplish many tasks such as:

  • Obtaining a credit or motor vehicle report before approving a submission
  • Meeting with the insured to verify coverages
  • Reviewing a submission before approving and issuing the policy
  • Reviewing evaluation issues prior to a policy being renewed

PolicyCenter tracks these activities. Tracking work by using activities makes it easier for you to perform all necessary policy-handling tasks and to identify missed tasks. Activities allow supervisors and managers to track assigned work and to identify policy issues such as those with many overdue or escalated activities.

Overview

In PolicyCenter, there can be many tasks that need to occur before a policy transaction can finish. For example, before issuing a commercial auto submission, a producer might need to obtain driver information from the Department of Motor Vehicles. An underwriter may need to review a submission that has a high level of risk before issuance. More than one user may perform these tasks, and users may handle these tasks at different times. In PolicyCenter, these tasks are associated with an account, policy, or a policy transaction. PolicyCenter tracks these activities until they are completed. If you view a Policy File screen, you see all the open activities associated with policy transactions on that policy. If you view an Account File screen, you see all the open activities associated with policy transactions or policies on that account.

Activities at the account level can include:

  • Meeting with the producer.
  • Reviewing the account at renewal time to see if new policies might benefit the account holder.

Activities at the policy level can include:

  • Creating an activity on the policy to request motor vehicle reports for a commercial auto policy every six months to check for high risk drivers.
  • Creating an activity to order loss reports for the policy four times a year. This activity can affect whether the insurer decides to renew the policy.
  • Creating an activity to schedule a meeting with the underwriter to discuss pre-renewal directions.
  • Creating an activity to inspect the insured’s property to verify that they are properly safeguarding the property against risk.
  • Stat reporting errors can generate follow-up activities requesting corrections on the policy.

Activities at the policy transaction level can include:

  • Referring a submission to an underwriter for approval.
  • Gathering information or reports so that a final audit can be completed.
  • Following up on activities after a submission policy transaction, such as getting a property inspection report, getting signatures from the insured, and so forth.