PolicyCenter users

There are several types of users in PolicyCenter. Typically, users spend much time working on policy transactions or looking up a policy’s status to answer questions. Looking up information is relatively simple: users search for an account or a policy and view available data through the user interface. Managing policy transactions is more complex. Users initiate some transactions (for example, an agent fills out a submission to get a quote). Other transactions are a mix of automated and manual handling. For example, renewals are usually automated, but are sometimes referred to an underwriter. PolicyCenter also supports activities, notes, attached documents, history, team views, and more to help users keep track of their work, collaborate with others, and keep these processes moving.

The following table lists typical PolicyCenter users and their roles:

Users

Typical Activities

Agents

(independent, captive, or direct)
  • Answer queries regarding policies
  • Submit a quote
  • Change or cancel a policy

Policy Service Reps

Policy Processors
  • Data entry and tracking policies
  • Answer simple queries

Underwriters
  • Review accounts and policies
  • Review policy changes
  • Rewrite policies
  • Evaluate (do risk analysis on) policies and policyholders

Underwriting Management

Use team screens to:

  • Monitor work loads of subordinates
  • View subordinate activities
  • View polices assigned to subordinates

Claims staff
  • View policies
  • Leave notes or attach documents to accounts and policies
  • Send messages (such as a risk alert) indicating that a policy has a large loss

Accounting staff
  • View policies
  • Leave notes or attach documents to accounts and policies
  • Send messages (such as a non-renewal alert) recommending to not renew a policy due to non-payment

Auditors

(internal and external)
  • Audit policies
  • Provide input to underwriters