Policyholders can change their policy coverage in the Consumer
Service Portal (Service Portal) using the following steps:
Initiate a coverage change.
Enter coverage change details.
Submit a coverage change.
The policyholder steps and the API calls required to complete each change request vary based
on the type of policy coverage change.
Initiate Coverage Change
Initiating a coverage change starts with a policyholder deciding to change their coverage
and selecting the change type. The types of policies that policyholder has determines the
types policy change options that policyholder can select from. Once the Reason
for Policy Change is selected, the API retrieves the associated policy change
template which includes the information that the portal needs to update the policy.
Enter Coverage Change Details
Updating a coverage on a policy requires the consume to enter detail about the change. API
calls then load fields specific to the change request.
Note: The actual field names and steps
can vary based on portal configuration. For example, some portals might decide not to
preview the impact that a coverage change has on the premium.
Submit Coverage Change
Submitting a coverage change requires a policyholder to submit their request and then the
portal calls an API to update the policy.