Service tier field on account

Service tiers enable the insurer to provide special handling or value-added services for certain customers, typically high-value customers. In PolicyCenter 8.0, the Account File Summary screen has a new Service Tier field. You can set this field to Platinum, Gold, or Silver, in decreasing order of service. You can configure these levels of service. In the base configuration, the service tier has no effect inside of PolicyCenter.

In the base configuration, you set the service tier in PolicyCenter. If you are integrated with ClaimCenter or BillingCenter, PolicyCenter then propagates the service tier on an account to:

  • BillingCenter – The service tier on the BillingCenter account. Every time a submission is bound and issued in PolicyCenter, PolicyCenter sends the service tier on the account to the BillingCenter account.
  • ClaimCenter – The service tier on the ClaimCenter policy. When an agent files a claim in ClaimCenter, ClaimCenter retrieves policy and account information from PolicyCenter. This information includes the service tier on the account.

The Account object has a new optional ServiceTier property. The typekey values for ServiceTier are configurable.

The integration between PolicyCenter and ClaimCenter 8.0 maps the Account.ServiceTier value to a ClaimCenter Policy.CustomerServiceTier.

The integration between PolicyCenter and BillingCenter 8.0 maps the Account.ServiceTier value to a BillingCenter Account.ServiceTier.