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Access, Search, Edit and Delete Notes in PolicyCenter
This job aid describes how to access, search, edit, and delete notes in PolicyCenter. Please keep in mind you will need access to PolicyCenter to open a policy and view the notes. Users may only edit ...
Add a New Producer - Agent and Producer Actions (Agent Center)
This job aid will walk you through adding a new licensed producer to Agent Center Workspace.
Agent Center to PolicyCenter Cross Reference Guide
The purpose of this job aid is to provide you with an easy to navigate document to help you understand how Agent Center interacts with PolicyCenter. This job aid provides you with scenarios linking yo...
Create an Account in PolicyCenter
This job aid provides step-by-step instructions on how to create a PolicyCenter account.
Create an Activity to Processing
This job aid will walk you through creating an activity to processing for transactions that cannot be completed by an Agent. The job aid also has instructions on how to reply to an activity from proce...
Create an Activity to Underwriting
Describes the process for creating an activity for Underwriting and replying to Underwriting's response.
Create eSignature Envelope (DocuSign)
This job aid reviews how to create an envelope through DocuSign, and then email or text the envelope to all required signers to collect electronic signatures.
Document Vault Guide
This guide will show how to: 1) Search by policy number and name; 2) Upload documents; and 3) View recent activity.
eSignature Process for Signers (DocuSign)
This job aid reviews the email process to collect electronic signatures (DocuSign). All required signers will receive documents in their email account.
Export Lists from the Team Tab
This job aid describes how to export a list from the Team tab to an Excel spreadsheet from PolicyCenter. The example used is exporting a list of renewals.
Follow-up Capabilities for Agents in PolicyCenter
This job aid describes how to follow-up on an activity assigned to an agent in PolicyCenter.
How to Add Users in Agent Center
This job aid guides you through adding users in Agent Center.
How to Grant the Role of Office Manager in PolicyCenter
This job aid provides step by step instructions for granting and/or removing the role of Office Manger from a user in an agency. Primary Agents are assigned the Office Manager role by default in Polic...
How to Make an In-Agency Producer Code Change in PolicyCenter
This job aid reviews how to make an in-agency producer code change in PolicyCenter. In some cases, an agent may need to change the Producer Code on a customer policy within the same Agency Code.
How to Manage the Activity 'XXXX Contact was Changed'
This activity is system generated when a back-dated change is made to a Driver, Named Insured, or Contact.
How to Reassign Renewals from the Team Tab in PolicyCenter
This job aid describes how to reassign renewals form the Teams tab in PolicyCenter. NOTE: you must have the role of Office Manager to be able to complete this action.
How to Review and Print Documents in PolicyCenter
This job aid describes how to review and print policy documents in PolicyCenter. There are 4 print options to choose from: Online Documents, Policy Documents (Date Range), Policy Documents (As of Date...
How to Search and Assign Activities from the Team Tab
This job aid describes how to assign activities from the Team tab and search and assign activities from the Search tab. These processes can only be done by someone with administration credentials in P...
How to View All Activities from the PolicyCenter Desktop
This job aid reviews how to manage the settings on the Desktop Screen in PolicyCenter, so you can view all open activities, submissions, and renewals.
Internet Browser Settings and Pop Up Blockers
This job aid will discuss the preferred internet browser for interacting with PL PolicyCenter and provide step-by-step instructions for adjusting your pop-up settings for optimal user experience.
Linking a DocuSign Account to PolicyCenter
This job aid describes the one-time set up steps to link an Agency DocuSign Account to PolicyCenter to create envelopes.
Manage an eSignature Envelope
This job aid reviews how to manage, void, and resend an eSignature envelope. The eSignature envelope can be managed from the individual policy or from the Team tab.
Managing Renewal Policies
This job aid will walk you through how to make changes during the renewal period, editing a renewal policy, and how to manually start a renewal policy.
Merge Accounts in PolicyCenter
This job aid describes the steps necessary to merge two accounts in PolicyCenter. Keep in mind that accounts can only be merged within the same agency, and permission is required to perform this actio...
Move Policies from One Household Account to Another
This job aid covers how to move an existing policy from one Personal Lines billing account to another existing or new billing account.
Personal Lines Refunds
This job aid provides details on the Personal Lines refund process. It covers EFT, bankcard, check, and Chase refund processes and timelines for each.
Policy Statuses and Glossary
This job aid includes a summary of policy statuses and a glossary of common PolicyCenter terminology.
PolicyCenter Display Settings
This job aid reviews how to set PolicyCenter display settings for how you view the PolicyCenter application on your computer. Display settings allow you to alter the display of what you see on the scr...
PolicyCenter Email Preferences for Office Admins and Users
This job aid reviews how to set PolicyCenter preferences for email and producer defaults from the Office Admin view and the User view.
PolicyCenter Team Tab
PolicyCenter’s Team tab has several useful functions for your agency to use as youmanage tasks within your staff. This tab also helps you manage client lists based onspecific criteria entered.The Te...
Quick Tips on How to Complete Activities
This job aid explains what actions need to be taken to on system-generated activities in Policy Center.
Requesting Personal Lines Processing Changes
This job aid provides instructions on how to complete the Agent Request to Personal Lines Processing Form located on Agent Center. This form is to be used for changes that cannot be performed by the A...
Self Service Agent Toolkit
This Toolkit includes a list of self-service capabilities and links to help you troubleshoot questions and improve your skills.
Update Producer Participant on Participants Screen in PolicyCenter
This job aid will walk you through making changes to the assignment of producers (participants) on a policy in PolicyCenter. This task can only be completed within a policy at the policy level.
Updating Agency Print Output Address for Office Managers
This job aid demonstrates the necessary steps to update the agency print output address in PolicyCenter by the Office Manager.
Using PolicyCenter Personal Lines Support
This job aid guides the user on how to use the Virtual Chat, and how to switch and use the Live Chat option.
View Pre-Renewal Direction
This step-by-step job aid describes how to view a pre-renewal direction on a policy in PolicyCenter. In addition, you can view all pre-renewal direction notes as well.
What's Changing for April 2025
Updates include: Replacement Cost (RCE) Refresh, Limited Roof Customer Communication Enhancements, Changes to Georgia Deductible Strategy, Changes to Pennsylvania Limited Rood Strategy, Wind/Hail Dedu...
What's Changing for February 2025
Updates include Precision Plus Property Enhancements for Washington, DC, Precision Plus Property – Home Characteristics, Precision Plus Property – Roof Condition, Precision Plus Property – Billi...
What's Changing for March 2025
Updates include:Rename ‘Finalize Quote’ button to ‘Order Reports and Proceed to Bind', Automatic Roof Renovation Year Updates from Claims and Precision Plus Auto and ARS – OH and TN.
What's Changing for May 2025
Updates include: Payment Confirmation Update, Rented Condos, Producer Participant Reassignment, Umbrella Underlying Screen update, Replacement Cost (RCE) refresh, Precision Plus Auto Enhancements for...