Personal Lines Training
Practice in PolicyCenter
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Description
Add a Driver to a Boat Policy
This job aid reviews how to add a driver to a Powersports Boatowners policy.
Add and Change a Garaging Address
This job aid reviews how you add a garaging address on an Auto policy.
Add and Remove a Driver
This job aid reviews how to add or remove a driver on an Auto policy.
Add and Remove a Lienholder
This is a job aid that reviews how to add and remove a leinholder on an Auto Policy.
Add Location Exposure Address to an Umbrella Policy
This job aid describes how to add a location exposure to an Umbrella Policy.
Add or Delete Household Members to an Umbrella Policy
This job aid describes how to add or delete household members on an Umbrella Policy.
Add or Delete Underlying Coverages to an Umbrella Policy
This job aid describes how to add or delete underlying coverages on an Umbrella Policy.
Add or Remove Motor to a Powersports Boat Policy
This job aid reviews how to add or remove a motor to a Boat Policy.
Add Replace and Remove a Boat from a Boat Policy
This job aid describes how to add, replace, and remove a boat from a Boat Policy.
Add Replace and Remove a Motorcycle
This job aid describes the process to add, replace, and remove a motorcycle from a Motorcycle/Off-Road Policy.
Add Replace and Remove a Recreational Vehicle
This job aid reviews how to add, replace, and remove an RV on a Recreational Vehicle Policy.
Add Scheduled Items (Valuables Plus) to a Property Policy
This job aid describes how to add scheduled items to a Property Policy.
Cancel Policy - Policyholder Request
In this quick Card, you will cancel a policy at the policyholder's request. In this example, you will cancel a property policy.
Change Auto Policy Coverage Amount
This job aid reviews how to change to the Auto Policy coverage amount for an existing policy.
Change Dwelling Fire Policy Coverage Amount
This job aid reviews how to coverage amount on a Dwelling Fire policy.
Change Mailing Address
This job aid will review how to update the mailing address on an Auto policy.
Change Powersports Recreational Vehicle Policy Coverage Amount
This job aid describes how to change the Powersports Recreational Vehicle policy coverage amount for an existing policy.
Change Property Policy Coverage Amount
This job aid reviews how to change coverages on a Property Policy.
Change Renter's Location Address
This job aid describes how to complete an address change on a Renter's policy.
Change Umbrella Coverages
This job aid describes how to change coverage on an Umbrella Policy.
Create an Activity
This job aid reviews how to create an activity on an existing policy and assign it to a specific user in PolicyCenter.
Create a Dwelling Fire Submission
In this Quick Card, you will create a new account and start a new Dwelling Fire Full Application.
Create a Motorcycle or Off-Road Vehicle Submission
This job aid describes the process to create a Motorcycle/Off-Road submission.
Create a Pleasure Boatowners Submission
This job aid reviews how to create a Boatowners Policy.
Make a Change during the Renewal Process on a Property Policy
This job aid reviews how to change a policyholder's existing Property policy during the renewal process before the change is bound.
Make a Change on an Auto Policy during the Renewal Process
In this Quick Card, you will make a change to a policyholder's existing auto policy during the renewal process before the Transaction is bound.
Manage an Auto Preemption
This job aid reviews applying a change and how to handle a preemption.
Manage a Property Preemption
This job aid describes how to manage and handle a Preemption on a Property policy.
Process an Auto Out-of-Sequence Transaction
This job aid walks you through how to complete a policy change with an effective date prior to another change; and then handle the out-of-sequence conflicts.
Process Property Out-of-Sequence Transaction
This job aid reviews how to manage and resolve an out-of-sequence transaction on a Property policy.
Review and Complete an Activity
This job aid reviews how to review and complete an activity using a Property Policy.
Schedule a Cancellation
In this Quick Card, you will schedule a policy cancellation for a future date. For example, a policyholder calls and requests his policy be cancelled on the 1st of the next month.
Additional Resources
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