Add Vehicle |
- The policyholder selects a Policy to Change and enters a
Requested Effective Date.
- The policyholder enters the vehicle's make, model, and year.
- If the policyholder knows the VIN, they enter the VIN number and then the
portal calls the following API to list the
models:Then,
the policyholder selects the vehicle from the listed options.
- If the policyholder does not know the VIN, they enter a
Year and then the portal calls the following API to
list the makes: After the
policyholder selects a Make, the portal calls the
following API to list models:
- If the policyholder cannot find their car using the methods above, the portal
displays text fields for the policyholder to enter the vehicle
Make, Model, and
Year.
- The policyholder enters additional vehicle details and proceeds to the next
step.
- The portal calls the following API to preview the premium change:
- The portal calls the following API to display the existing premium:
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Remove Vehicle |
- Policyholder selects Policy to Change.
- The portal calls the following API to load the list of existing vehicles on the
policy:
- The policyholder 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:
- The portal calls the following API to display the existing premium:
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Add Driver |
- The portal displays all the driver fields.
- The policyholder enters the information about the new driver.
- The portal calls the following API to preview the premium change:
- The portal calls the following API to display the existing premium:
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Remove a Driver |
- The portal calls the following API to load a list of existing drivers on the
policy:
- The policyholder 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:
- The portal calls the following API to display the existing premium:
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Change Billing/Mailing Address |
- The portal completes the steps to Get policyholder address information.
- The policyholder enters the Requested Effective Date, and
Reason for Change. They also select the Address
to be changed.
- The policyholder enters the new address.
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Change Vehicle Finance Company |
- The policyholder selects a Policy to Change.
- The portal calls the following API to load the interest types:
- The portal calls the following API to load the list of finance companies available
on the
policy:
- The policyholder enters the Requested Effective Date and
selects the Vehicle Finance Company to be Changed. They also
enter the Reason for change.
- The policyholder provides details on the new finance company.
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Remove Vehicle Finance Company |
- The policyholder selects a Policy to Change.
- The portal calls the following API to load the list of finance companies available
on the
policy:
- The policyholder enters a Requested Effective Date and
Reason for Removal. They also select a Vehicle
Finance Company to be Removed.
|
Add Vehicle Finance Company |
- The policyholder selects a Policy to Change.
- The portal calls the following API to load the interest types:
- The portal calls the following API to load the list of vehicles available on the
policy:
- The policyholder picks a vehicle from Select Finance
Vehicle.
- The policyholder enters the fields in the New Vehicle Finance Company
Information panel.
|
Change Property Deductible |
- The policyholder selects a Policy to Change.
- The portal calls the following API to load the policy details:
- The policyholder 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:
- The portal calls the following API to display the existing premium:
|
Change the Property Mortgagee |
- The policyholder selects a Policy to Change.
- The portal calls the following API to load additional interests on the
policy:
- The policyholder 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:
- The policyholder selects a Reason for Change and enters
additional fields in the Current Mortgagee Information
panel.
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Add Property Mortgagee |
- The policyholder selects a Policy to Change.
- The portal calls the following API to load the building risks associated with the
policy:
- The policyholder 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:
- The policyholder enters the Reason for Change and the
fields in the New Mortgagee Information panel.
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Remove Property Mortgagee |
- The policyholder selects a Policy to Change.
- The portal calls the following API to load the additional interests on the policy:
- The policyholder enters the Requested Effective Date and a
Description. They also select a Mortgagee to be
Removed.
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Request New Property Coverage |
- The policyholder enters the Requested Effective Date and a
Description of the items they want to cover and their items
values.
- If the policyholder wants to add pictures of the items, see Add attachments in a service portal.
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