Policy Change Request
Inputting:
1. Find the customer on the Client Services screen.
2. Click on the policy that you need to request the change for.
3. There are 2 ways to access the Policy Change Request.
4. 1st: Click on the FORMS button located two-thirds down on the screen.
5. 2nd: From the Functions menu at the top of the screen, select "Forms Printing".
6. From the Forms window, click on "Add Change Request".
7. From the Add Change Request sub-menu, select the appropriate form type.
8. The Standard form type is a free form memo for you to type your request on.
9. If you select Personal Lines Acord, the standard Personal Lines Change request will be brought up for you to complete.
10. Tab through the form and complete the necessary fields.
11. When finished inputting, be sure to SAVE.
To Retrieve a Saved Policy Change Request
1. Find your customer in Client Services.
2. Click on the SAVED FORMS button and select "Policy Change Request".
3. A window will appear displaying all saved Policy Change Requests. Click once on the item you need and this form will be brought up.