Add Vehicle |
- The consumer selects a Policy to Change and enters a
Requested Effective Date.
- The consumer enters the vehicle's make, model, and year.
- The consumer enters additional vehicle details and proceeds to the next step.
- The portal calls the following API to preview the premium change:
POST /customerPolicyChangePreSubmit
- The portal calls the following API to display the existing premium:
GET /policies/systemId/full
|
Remove Vehicle |
- Consumer selects Policy to Change.
- The portal calls the following API to load the list of existing vehicles on the
policy:
GET /policies/systemId/lines/PersonalAuto/risks
- The consumer enters the Requested Effective Date and
Reason for Removal. They also select the Vehicle
to be removed.
- The portal calls the following API to preview the premium change:
POST /customerPolicyChangePreSubmit
- The portal calls the following API to display the existing premium:
GET /policies/systemId/full
|
Add Driver |
- The portal displays all the driver fields.
- The consumer enters the information about the new driver.
- The portal calls the following API to preview the premium change:
POST /customerPolicyChangePreSubmit
- The portal calls the following API to display the existing premium:
GET /policies/systemId/full
|
Remove a Driver |
- The portal calls the following API to load a list of existing drivers on the
policy:
GET /policies/systemId/drivers
- The consumer enters the Requested Effective Date and
Reason for Removal. They also select the Driver
to be removed.
- The portal calls the following API to preview the premium change:
POST /customerPolicyChangePreSubmit
- The portal calls the following API to display the existing premium:
GET /policies/systemId/full
|
Change Billing/Mailing Address |
- The portal calls the following API to get a list of policies for the
customer:
GET /policies?customerID=customerId
- The portal extracts the mailing address from the
insured:partyinfo:addresses section of the response of
GET /policies?customerID=customerId .
- If the response of
GET
/policies?customerID=customerId does not include a
statementAccountRef , the portal extracts the insured's billing
address from the insured:partyinfo:addresses section of the
response.
- If the response of
GET
/policies?customerID=customerId includes a
statementAccountRef , the portal completes the following steps to
get the billing address for the statement account:
- It calls the following API to get a list of billing
accounts:
GET /billingAccounts?customerId=customerId
- It notes the system ID of the billing account that matches the
statementAccountRef .
- It calls the following API with the system ID of the billing account that
matches the
statementAccountRef :GET /billingAccounts/systemId/full
- The consumers enters the Requested Effective Date, and
Reason for Change. They also select the Address
to be changed.
- The consumer enters the new address.
|
Change Vehicle Finance Company |
- The consumer selects a Policy to Change.
- The portal calls the following API to load the interest types:
GET /coderefs/UW/ai/interest-type/vehicle-finance-company
- The portal calls the following API to load the list of finance companies
available on the
policy:
GET /policies/systemId/additionalInterests
- The consumer enters the Requested Effective Date and selects
the Vehicle Finance Company to be Changed. They also enter
the Reason for change.
- The consumer provides details on the new finance company.
|
Remove Vehicle Finance Company |
- The consumer selects a Policy to Change.
- The portal calls the following API to load the list of finance companies available
on the
policy:
GET /policies/systemId/additionalInterests
- The consumer enters a Requested Effective Date and
Reason for Removal. They also select a Vehicle
Finance Company to be Removed.
|
Add Vehicle Finance Company |
- The consumer selects a Policy to Change.
- The portal calls the following API to load the interest types:
GET /coderefs/UW/ai/interest-type/vehicle-finance-company
- The portal calls the following API to load the list of vehicles available on the
policy:
GET /policies/{systemId}/lines/PersonalAuto/risks
- The consumer picks a vehicle from Select Finance
Vehicle.
- The consumer enters the fields in the New Vehicle Finance Company
Information panel.
|
Change Property Deductible |
- The consumers selects a Policy to Change.
- The portal calls the following API to load the policy details:
GET /policies/systemId
- The consumer selects a New Deductible and
Requested Effective Date. They also can enter a
Reason.
- The portal calls the following API to preview the premium change:
POST /customerPolicyChangePreSubmit
- The portal calls the following API to display the existing premium:
GET /policies/systemId/full
|
Change the Property Mortgagee |
- The consumer selects a Policy to Change.
- The portal calls the following API to load additional interests on the
policy:
GET /policies/systemId/additionalInterests
- The consumer selects a Requested Effective Date, a
Mortgagee to be changed, and then clicks
Next.
- The portal calls the following API to load the mortgagee interest types:
GET /coderefs/UW/ai/interest-type/mortgagee
- The consumer selects a Reason for Change and enters
additional fields in the Current Mortgagee Information
panel.
|
Add Property Mortgagee |
- The consumer selects a Policy to Change.
- The portal calls the following API to load the building risks associated with the
policy:
/policies/systemId/lines/Homeowners/risks
- The consumer enters the Requested Effective Date, selects
one of the Properties, and clicks
Next.
- The portal calls the following API to the load the mortgagee interest
types:
GET /coderefs/UW/ai/interest-type/mortgagee
- The consumer enters the Reason for Change and the fields in
the New Mortgagee Information panel.
|
Remove Property Mortgagee |
- The consumer selects a Policy to Change.
- The portal calls the following API to load the additional interests on the policy:
GET /policies/systemId/additionalInterest
- The consumer enters the Requested Effective Date and a
Description. They also select a Mortgagee to be
Removed.
|
Request New Property Coverage |
- The consumer enters the Requested Effective Date and a
Description of the items they want to cover and their items
values.
- If the consumer wants to add pictures of the items, see Add attachments in a service portal.
|