Embedded Files
New Customer Welcome Checklist
New Customer Welcome Checklist
**This is one of the tasks that you might receive in EZlynx. Whenever there is a duplicate task ,or the task is existing on another workflow, this task can be closed out.***
*** There are old versions of the checklists that are used. Some Agents do not follow the sequence of the steps and proceed to verify other steps on their end. There will also be times when broker/agents do not want back and fourth, as long as information and step are completed, you may tick corresponding steps on the checklist.***
***New advisory effective: 09/25
Level 3 - No Process
Level 2 - Communication
Send an email/text message to the insured requesting for their DOB and/or follow up with e-signing the application that was sent to them. Only time that an email/text will be sent out is when asking for the insured’s DOB and following up with the application to be signed.
Level 1 - Documentation
Level 1 - Documentation
Workflow: New Customer Welcome (Workflow Checklist)
How to check each item on the checklist:
Select CSR
Select CSR
What to do: Check the Activity tab for notes or any activity made by CSR. Use this as a basis for selection of the CSR. If there’s none, you may refer to the Department the account belongs to and choose among the Account Managers available.
Personal Lines: Mary Cooney or Cesar Romero
Commercial Lines: Sandy Santana
Trucking: Erik Florin or Mike Sosa
Maria Monteiro (this may depends, but most cases it should be her as CSR)
Anthony Russo (this may also depends, but most cases it should be him as CSR)
*NEW CHECK IF THIS IS A REWRITE? IF SO APPLY REWRITE TRANSACTION
*NEW CHECK IF THIS IS A REWRITE? IF SO APPLY REWRITE TRANSACTION
What to do: Check if there is a previous term policy from a different carrier, you can usually see this in the notes as well at the Activity tab. If it’s a rewrite, go to the OVERVIEW > Click the 3 dots on the Upper right of the policy > Click ‘EDIT’ > Change the TRANSACTION TYPE to Rewrite > then click ‘SAVE POLICY’.
*NEW MAKE SURE MOBILE IS ENTERED*
*NEW MAKE SURE MOBILE IS ENTERED*
What to do: Go to the details section found at the top bar and check if the phone number of the insured is on file. If it is, step is done, if not, look for a declaration page or application form where you can find the number of the insured and fill out the phone number field and hit “Save” at the bottom of the page.
If trucking, please change the department on policy to Trucking from Commercial Lines
If trucking, please change the department on policy to Trucking from Commercial Lines
What to do: You can check the declaration page or application form to verify if the Commercial Auto Policy belongs to the Trucking Department. You may also check the Activity tab as you can see if Trucking Dept members are the one who worked on this policy setup.
For Commercial and Trucking Policies add SIC Code 1799, 7899, and 484. Message agent if not sure.
For Commercial and Trucking Policies add SIC Code 1799, 7899, and 484. Message agent if not sure.
What to do: Go to the details section found at the lower right and check if there is already a SIC Code. If there’s none, update it. Please take note of the mentioned SIC code below:
484 - Commercial Auto or Trucking
7899 - General Business or Other Business
1799 - Contractor or Construction
If the policy is under Personal Lines, no need to add SIC Code.
*With the new update of the EZLynx, the new SIC Code will depend on the nature of business. K
Add customer since date and check the date of birth was it added?
Add customer since date and check the date of birth was it added?
What to do: Go to the details section found at the top bar and check if the date field is filled. DOB for personal lines and Date Started for commercial lines as well as DOB of the primary contact. For Customer Since Date, you can either refer to the date of the first document that was uploaded that relates to their policy or the date when we started to provide assistance to the insured which can be found in the activity section.
Are business and mobile # AND BUSINESS EMAIL entered? Make sure Customer Name is not all Uppercase
Are business and mobile # AND BUSINESS EMAIL entered? Make sure Customer Name is not all Uppercase
What to do: Go to the details section found at the top bar and check if the phone number of the insured is on file. If not, look for an application form where you can find the number of the insured and fill out the phone number field and hit “Save” at the bottom of the page.
If Customer Name is not all Uppercase, step is done, if not, you can edit the name in the details section and hit save. For Commercial lines and Trucking policies - you may leave LLC/INC they can be left as it is. Make sure to re-enter the right name.
Is there a signed application in file? ARE ALL PAGES TO BE SIGNED SIGNED?
Is there a signed application in file? ARE ALL PAGES TO BE SIGNED SIGNED?
***For policies through Travelers, if you see that the application has been signed successfully and completed through the Travelers website you can mark this as signed even if there is no signed app in ezlynx***
What to do: Check in the Documents section at the very bottom of the page with the header EZLYNX ESIGNATURE BY ASSURESIGN and check if all documents have been signed. The status should say “Completed”. You can Click on Actions > View to make sure that document is already signed. If there is no signed application in docs, make sure to download it from the carrier’s portal.
For ESign with Travelers and Plymouth Rock.
For ESign with Travelers and Plymouth Rock.
***For policies through Travelers (Scarlett’s clients only), if you see that the application has been signed successfully and is uploaded in EZLynx, mark this as completed even if it is not completed in Travelers portal eff 06/30 6PM***
What to do: If not with Travelers and Plymouth Rock, step is done, if yes, access the Travelers or Plymouth Rock portal and check any pending docs that needs to be signed, if the docs is not yet signed, update the workflow and let the agent know, follow the agent’s instruction afterwards or you can reassign to your broker to clarify if we still need to send app for esignature.
TRAVELERS:
When it says Policy Setup Completed, it means insured already signed
PLYMOUTH ROCK:
When you see the insured's name under pending eSignature below eDocuments Enrollment, it means they still haven’t signed, if their name is not their, it means they already completed signing.
For COVERWHALE policies, if it is already bound, it is already e-signed in the carrier’s website. We usually do not send applications for esign for coverwhale policies.
PROGRESSIVE CA Did we receive prior insurance and or disputed accident documents?
PROGRESSIVE CA Did we receive prior insurance and or disputed accident documents?
For non Progressive carrier policies, automatically tick this one out.
For Progressive Commercial Auto only, check if there are prior documents of the insured. If New Business, no need to check for prior insurance.
For Progressive Personal Auto, automatically tick this one out. This only applies to commercial auto.
Move this Activity to New Customer or Additional policy discussion title
Move this Activity to New Customer or Additional policy discussion title
Automatically check this one since this checklist is automatically run from New Customer/Additional policy discussion WF. If not, you can edit the policy discussion title and enter “New Customer”.
Reassign to Agent to reach out and perform the new customer onboarding
Reassign to Agent to reach out and perform the new customer onboarding
Assign to the Agent to continue the checklist. You can refer to the ASSIGNED PRODUCER in the Left Corner on EZlynx profile.
New Customer Welcome + Manual Checklist
New Customer Welcome + Manual Checklist
Level 3 - No Process
Level 2 - Communication
Send an email/text message to the insured requesting for their DOB and/or follow up with e-signing the application that was sent to them. Only time that an email/text will be sent out is when asking for the insured’s DOB and following up with the application to be signed.
Level 1 - Documentation
Workflow: New Customer Welcome (Workflow Checklist)
How to check each item on the checklist:
How to check each item on the checklist:
Add Agent Spin
Add Agent Spin
Was this a rewrite? If so please apply rewrite. Was there a policy that should be canceled? Look for Duplicate LOBS. What to do: This should be marked already before it is reassigned to you. If you don’t see any Spin (NOTES) on the workflow even if it is marked, no need to assign the workflow to the agent after checking the other items on the checklist.
For Commercial Policies add SIC Code 1799, 7899, and 484. Message agent if not sure.
For Commercial Policies add SIC Code 1799, 7899, and 484. Message agent if not sure.
What to do: Go to the details section found at the lower right and check if there is already a SIC Code. If there’s none, update it. Please take note of the mentioned SIC code below:
484 - Commercial Auto or Trucking
7899 - General Business or Other Business
1799 - Contractor or Construction
If the policy is for Personal Lines, no need to add SIC Code.
Add a customer since date and confirm Date of birth is entered.
Add a customer since date and confirm Date of birth is entered.
What to do: Go to the details section found at the top bar and check if the date field is filled. DOB for personal lines and Date Started for commercial lines as well as DOB of the contacts. For Customer Since Date, you can either refer to the date of the first document that was uploaded that relates to their policy or the date when we started to provide assistance to the insured which can be found in the activity section.
ADVISORY: When DOB, SSN and DL # is updated or encoded in the system, they are masked out. So no need to update when they are masked out, these details are masked out due to data protection of the insured and clients of Streetsmart.
Are business and mobile numbers entered?
Are business and mobile numbers entered?
What to do: Go to the details section found at the top bar and check if the phone number of the insured is on file. If it is, step is done, if not, look for a declaration page or application form where you can find the number of the insured and fill out the phone number field and hit “Save” at the bottom of the page.
Make sure Customer Name is not all Uppercase
Make sure Customer Name is not all Uppercase
What to do: If yes, step is done, if no, you can edit the name in the details section and hit save. Keep an eye on LLC, INC they can be left as it is. Make sure to re-enter the right name.
Is there a signed application in file? ARE ALL PAGES TO BE SIGNED SIGNED?
Is there a signed application in file? ARE ALL PAGES TO BE SIGNED SIGNED?
***For policies through Travelers, if you see that the application has been signed successfully and completed through the Travelers website you can mark this as signed even if there is no signed app in ezlynx***
What to do: Check in the Documents section at the very bottom of the page with the header EZLYNX ESIGNATURE BY ASSURESIGN and check if all documents have been signed. The status should say “Completed”. You can Click on Actions > View to make sure that document is already signed. If there is no signed application in docs, make sure to download it from the carrier’s portal.
For ESign with Travelers and Plymouth Rock.
For ESign with Travelers and Plymouth Rock.
***For policies through Travelers (Scarlett’s clients only), if you see that the application has been signed successfully and is uploaded in EZLynx, mark this as completed even if it is not completed in Travelers portal eff 06/30 6PM***
What to do: If not with Travelers and Plymouth Rock, step is done, if yes, access the Travelers or Plymouth Rock portal and check any pending docs that needs to be signed, if the docs is not yet signed, update the workflow and let the agent know, follow the agent’s instruction afterwards
TRAVELERS:
When it says Policy Setup Completed, it means insured already signed
PLYMOUTH ROCK:
When you see the insured's name under pending eSignature below eDocuments Enrollment, it means they still haven’t signed, if their name is not their, it means they already completed signing.
Is the name insured on the policy the same as details? reassign to Carlo
Is the name insured on the policy the same as details? reassign to Carlo
What to do: Check if the name on the policy is the same in the details section. If not, edit the name in the details section and click Save.
Mark the task completed (drop down) and comment “Done” or “Completed”, click Save
Example: Endorsement
Cancellation/Reinstatement
-
For COVERWHALE policies, if it is already bound, it is already e-signed in the carrier’s website. We usually do not send application for ensign for coverwhale policies.
Is the named insured on the policy the same as details? reassign to Carlo
Is the named insured on the policy the same as details? reassign to Carlo
Check if the named insured is matched with the binder/dec page/application in file.
Reassign to Appropriate Department (It depends on the policy’s LOB)
Reassign to Appropriate Department (It depends on the policy’s LOB)
For homeowners , dwelling fire, personal auto, renters(condo) , vacant(personal) - assign to Personal Lines
For commercial auto, CPP , BOP, vacant(commercial) - assign to Commercial Lines
For commercial auto with Jake Ferrara, Anthony Russo, Maria Monteiro and Mike Sosa as agents or check if the vehicle is Truck/Trailer - assign to Trucking.
The TED Team will be the one checking this one. As per the line that has an asterisk. You may check it if the ted team forgot to check it when they assign it to the Policy Verification.
NEW Check the policy source before continuing. If download no need to continue. Check if the policy is download source or manual source. If download source just check all the checklist until reassign to accounting. But if the policy is manual source follow the checklist.
Request policy from carrier. You may email the carrier or you may check it on the carrier site.
Update policy number & effective dates: Based it on the policy dec page when you received it.
Make sure premium correct
Make sure rating info is accurate and correct
Reassign to Accounting
Add notes. Save and reassign the task to the Accounting dept.
Additional Policy Checklist - NEW
Additional Policy Checklist - NEW
***This is one of the tasks that you might receive in EZlynx. Whenever there is a duplicate task ,or the task is existing on another workflow, this task can be closed out.***
*** There are old versions of the checklists that are used. Some Agents do not follow the sequence of the steps and proceed to verify other steps on their end. There will also be times when brokers/agents do not want back and forth, as long as information and steps are completed, you may tick corresponding steps on the checklist.***
*close the other checklists if there are two or more for one account, duplicate checklists.
***New advisory effective: 09/25
Level 3 - No Process
Level 2 - Communication
Send an email/text message to the insured requesting for their DOB and/or follow up with e-signing the application that was sent to them. Only time that an email/text will be sent out is when asking for the insured’s DOB and following up with the application to be signed.
Level 1 - Documentation
Workflow: Additional Policy Checklist (Workflow Checklist)
How to check each item on the checklist:
How to check each item on the checklist:
Select CSR
Select CSR
What to do: Check the Activity tab for notes or any activity made by CSR. Use this as a basis for selection of the CSR. If there’s none, you may refer to the Department the account belongs to and choose among the Account Managers available.
Personal Lines: Mary Cooney or Cesar Romero
Commercial Lines: Sandy Santana
Trucking: Erik Florin or Mike Sosa
*NEW CHECK IF THIS IS A REWRITE? IF SO APPLY REWRITE TRANSACTION
*NEW CHECK IF THIS IS A REWRITE? IF SO APPLY REWRITE TRANSACTION
What to do: Check if there is a previous term policy from a different carrier, you can usually see this in the notes as well at the Activity tab. If it’s a rewrite, go to the OVERVIEW > Click the 3 dots on the Upper right of the policy > Click ‘EDIT’ > Change the TRANSACTION TYPE to Rewrite > then click ‘SAVE POLICY’. If none, you may tick this step.
Was there a policy that should be cancelled? Look for Duplicate LOBS.
Was there a policy that should be cancelled? Look for Duplicate LOBS.
What to do: This is for rewrite policies. When it’s rewritten to a new carrier, the old policy must be cancelled. Check policies in the EZlynx account for duplicate LOBs. If none, you may check this step.
If trucking, please change the department on policy to Trucking from Commercial Lines.
If trucking, please change the department on policy to Trucking from Commercial Lines.
What to do: You can check the declaration page or application form to verify if the Commercial Auto Policy belongs to the Trucking Department, if vehicles are under the category of truck. You may also check the Activity tab as you can see if Trucking Dept members/Jake Ferrara are the one who worked on this policy setup.
Are business and mobile # AND BUSINESS EMAIL entered? Make sure Customer Name is not all Uppercase
Are business and mobile # AND BUSINESS EMAIL entered? Make sure Customer Name is not all Uppercase
What to do: Go to the details section found at the top bar and check if the phone number of the insured is on file. If it is, step is done, if not, look for a declaration page or application form where you can find the number of the insured and fill out the phone number field and hit “Save” at the bottom of the page.
Contact details are also found on the left side of the AMS.
If Customer Name is not all Uppercase, step is done, if not, you can edit the name in the details section and hit save. Keep an eye on LLC, INC they can be left as it is. Make sure to re-enter the right name.
Is there a signed application in file? ARE ALL PAGES TO BE SIGNED SIGNED?
Is there a signed application in file? ARE ALL PAGES TO BE SIGNED SIGNED?
***For policies through Travelers, if you see that the application has been signed successfully and completed through the Travelers website you can mark this as signed even if there is no signed app in ezlynx***
**Feel free to reassign to Carlo Ferrara to confirm if application is needed to send out for e-sign.
What to do: Check in the Documents section at the very bottom of the page with the header EZLYNX ESIGNATURE BY ASSURESIGN and check if all documents have been signed. The status should say “Completed”. You can Click on Actions > View to make sure that document is already signed. If there is no signed application in docs, make sure to download it from the carrier’s portal or send out application or ACORDs for e signature. You can reassign to the broker or message to clarify if apps can be sent out or just continue with the checklist.
For ESign with Travelers and Plymouth Rock.
For ESign with Travelers and Plymouth Rock.
***For policies through Travelers (Scarlett’s clients only), if you see that the application has been signed successfully and is uploaded in EZLynx, mark this as completed even if it is not completed in Travelers portal eff 06/30 6PM***
What to do: If not with Travelers and Plymouth Rock, step is done, if yes, access the Travelers or Plymouth Rock portal and check any pending docs that needs to be signed, if the docs is not yet signed, update the workflow and let the agent know, follow the agent’s instruction afterwards
TRAVELERS:
TRAVELERS:
When it says Policy Setup Completed, it means insured already signed
PLYMOUTH ROCK:
PLYMOUTH ROCK:
When you see the insured's name under pending eSignature below eDocuments Enrollment, it means they still haven’t signed, if their name is not their, it means they already completed signing.
For COVERWHALE policies, check in the carrier site, if it is already bound, it is already e-signed in the carrier’s website. We do not send applications in EZLynx for esign for cover whale policies.
PROGRESSIVE CA Did we receive prior insurance and or disputed accident documents?
PROGRESSIVE CA Did we receive prior insurance and or disputed accident documents?
For non Progressive carrier CA policies, automatically tick this one out.
For Progressive Commercial Auto only, check if there are prior documents of the insured. If New Business, no need to check for prior insurance.
For Progressive Personal Auto, automatically tick this one out. This only applies to commercial auto.
Move this Activity to New Customer or Additional policy discussion title
Move this Activity to New Customer or Additional policy discussion title
Automatically check this one since this checklist is automatically run from New Customer/Additional policy discussion WF. If not, you can change the policy discussion title to “Additional Policy”.
*NEW check: is there a customer inquiry discussion? If not run WF 1 time
*NEW check: is there a customer inquiry discussion? If not run WF 1 time
On the Activity tab, Click Search Activities and type Customer Inquiries. If you see Customer Inquiries 2023, step is done. If there’s none, Run a Customer Inquiries Workflow. Click the 3 BOX ICON beside the question mark in the upper right of EZlynx > Click the 3 LINES with PLUS SIGN Icon > Select WF-CUSTOMER INQUIRY (RUN 1 TIME ONLY) > Click START WORKFLOW
Is the name insured on the policy the same as details? reassign to Carlo
Is the name insured on the policy the same as details? reassign to Carlo
What to do: Check if the name on the policy is the same in the details section. If not, edit the name in the details section and click Save.
Reassign to Agent to reach out and perform the new customer onboarding
Reassign to Agent to reach out and perform the new customer onboarding
Assign to the Agent to continue the checklist. You can refer to the ASSIGNED PRODUCER in the Left Corner on EZlynx profile.
Link: Reassigning in EZLynx
The rest of the checklist will be done by the Agent.
Additional Policy + Manual Checklist
Additional Policy + Manual Checklist
Level 3 - No Process
Level 2 - Communication
Send an email/text message to the insured requesting for their DOB and/or follow up with e-signing the application that was sent to them. Only time that an email/text will be sent out is when asking for the insured’s DOB and following up with the application to be signed.
Level 1 - Documentation
Workflow: New Customer Welcome (Workflow Checklist)
How to check each item on the checklist:
How to check each item on the checklist:
Add Agent Spin, Was this a rewrite?
Add Agent Spin, Was this a rewrite?
If so please apply rewrite. Was there a policy that should be canceled? Look for Duplicate LOBS. What to do: This should be marked already before it is reassigned to you. If you don’t see any Spin (NOTES) on the workflow even if it is marked, no need to assign the workflow to the agent after checking the other items on the checklist.
For Commercial Policies add SIC Code 1799, 7899, and 484. Message agent if not sure.
For Commercial Policies add SIC Code 1799, 7899, and 484. Message agent if not sure.
What to do: Go to the details section found at the lower right and check if there is already a SIC Code. If there’s none, update it. Please take note of the mentioned SIC code below:
484 - Commercial Auto or Trucking
7899 - General Business or Other Business
1799 - Contractor or Construction
If the policy is for Personal Lines, no need to add SIC Code.
Add a customer since date and confirm Date of birth is entered.
Add a customer since date and confirm Date of birth is entered.
What to do: Go to the details section found at the top bar and check if the date field is filled. DOB for personal lines and Date Started for commercial lines as well as DOB of the contacts. For Customer Since Date, you can either refer to the date of the first document that was uploaded that relates to their policy or the date when we started to provide assistance to the insured which can be found in the activity section.
ADVISORY: When DOB, SSN and DL # is updated or encoded in the system, they are masked out. So no need to update when they are masked out, these details are masked out due to data protection of the insured and clients of Streetsmart.
Are business and mobile numbers entered?
Are business and mobile numbers entered?
What to do: Go to the details section found at the top bar and check if the phone number of the insured is on file. If it is, step is done, if not, look for a declaration page or application form where you can find the number of the insured and fill out the phone number field and hit “Save” at the bottom of the page.
Make sure Customer Name is not all Uppercase
Make sure Customer Name is not all Uppercase
What to do: If yes, step is done, if no, you can edit the name in the details section and hit save. Keep an eye on LLC, INC they can be left as it is. Make sure to re-enter the right name.
Is there a signed application in file? ARE ALL PAGES TO BE SIGNED SIGNED?
Is there a signed application in file? ARE ALL PAGES TO BE SIGNED SIGNED?
***For policies through Travelers, if you see that the application has been signed successfully and completed through the Travelers website you can mark this as signed even if there is no signed app in ezlynx***
What to do: Check in the Documents section at the very bottom of the page with the header EZLYNX ESIGNATURE BY ASSURESIGN and check if all documents have been signed. The status should say “Completed”. You can Click on Actions > View to make sure that document is already signed. If there is no signed application in docs, make sure to download it from the carrier’s portal.
For ESign with Travelers and Plymouth Rock.
For ESign with Travelers and Plymouth Rock.
***For policies through Travelers (Scarlett’s clients only), if you see that the application has been signed successfully and is uploaded in EZLynx, mark this as completed even if it is not completed in Travelers portal eff 06/30 6PM***
What to do: If not with Travelers and Plymouth Rock, step is done, if yes, access the Travelers or Plymouth Rock portal and check any pending docs that needs to be signed, if the docs is not yet signed, update the workflow and let the agent know, follow the agent’s instruction afterwards
TRAVELERS:
TRAVELERS:
When it says Policy Setup Completed, it means insured already signed
PLYMOUTH ROCK:
PLYMOUTH ROCK:
When you see the insured's name under pending eSignature below eDocuments Enrollment, it means they still haven’t signed, if their name is not their, it means they already completed signing.
Is the name insured on the policy the same as details? reassign to Carlo
Is the name insured on the policy the same as details? reassign to Carlo
What to do: Check if the name on the policy is the same in the details section. If not, edit the name in the details section and click Save.
Mark the task completed (drop down) and comment “Done” or “Completed”, click Save
Example: Endorsement
Cancellation/Reinstatement
-
For COVERWHALE policies, if it is already bound, it is already e-signed in the carrier’s website. We usually do not send application for ensign for coverwhale policies.
Is the named insured on the policy the same as details? reassign to Carlo
Is the named insured on the policy the same as details? reassign to Carlo
Check if the named insured is matched with the binder/dec page/application in file.
Reassign to Appropriate Department (It depends on the policy’s LOB)
Reassign to Appropriate Department (It depends on the policy’s LOB)
For homeowners , dwelling fire, personal auto, renters(condo) , vacant(personal) - assign to Personal Lines
For commercial auto, CPP , BOP, vacant(commercial) - assign to Commercial Lines
For commercial auto with Jake Ferrara, Anthony Russo, Maria Monteiro and Mike Sosa as agents or check if the vehicle is Truck/Trailer - assign to Trucking.
The TED Team will be the one checking this one. As per the line that has an asterisk. You may check it if the ted team forgot to check it when they assign it to the Policy Verification.
NEW Check the policy source before continuing. If download no need to continue. Check if the policy is download source or manual source. If download source just check all the checklist until reassign to accounting. But if the policy is manual source follow the checklist.
Request policy from carrier. You may email the carrier or you may check it on the carrier site.
Update policy number & effective dates: Based it on the policy dec page when you received it.
Make sure premium correct
Make sure rating info is accurate and correct
Reassign to Accounting
Add notes. Save and reassign the task to Accounting dept.
Policy Change Request Checklist (Download)
Policy Change Request Checklist (Download)
New department task - this task is assigned to Operations Department for Confirming change requests to the system
CONFIRM CHANGE REQUEST IN SYSTEM - Check the Policy Change Request details and verify if it’s accurately applied in the system. If a change request is already correctly applied in the system, confirm the change request transaction. Go to the policy with change request > go to HISTORY > Look for the appropriate Change Request > click ACTIONS and select CONFIRM CHANGE
Note: If added driver is not reflected:
Some carriers, like Selective and Merchants, do not show the added/listed drivers in the policy download on EZlynx.
A copy of the amended declarations page/driver list document that shows policy change was already processed must be uploaded on file and then you're going to confirm the change.
MERGE ACTIVITIES INTO DISCUSSION - Merge all related threads to one. (This applies to changes that are applied to multiple policies only) You may check (skip) this step automatically if there is only one policy being endorsed.
Move docs to the correct folder - just check (skip) this step because this is from an old process.
Reassign to Certificates if Commercial policy - If personal lines policy, we can skip this step and OPS can close the task out.
Share policy change with insured using the correct naming convention - Go to Documents tab then click Actions and click Share.
Reassign to Accounting - Assign task to Accounting by putting “Accounting Team” into “Assign this task” bar located in top right corner of Checklist WF.
Policy Change Request + Manual Checklist
Policy Change Request + Manual Checklist
**checklists were recently revised by the broker, this is the old version. We may encounter old and new versions of checklist
MAKE SURE THE CHANGE REQUEST IS CORRECT IN THE POLICY - Check the Policy Change Request details and verify if it’s accurately applied in the system.
CONFIRM DATA IN EZLYNX MATCHES DECLARATIONS PAGE - Check the amended dec page and confirm that it matches the details on EZ. If a change request is already correctly applied in the system, confirm the change request transaction. Go to the policy with change request > go to HISTORY > Look for the appropriate Change Request > click ACTIONS and select CONFIRM CHANGE
Share policy change with insured. - Share the Amended Dec Page/Endorsement Confirmation to the Client Center
Reassign to accounting
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