Job Aid

PolicyCenter Personal Lines

Completing a Review and Provide Additional Information

Activity

What How to complete a Review and Provide Additional Information activity in

PolicyCenter®.

Who Agents

When An Underwriter needs additional information or documents for a new

business submission or existing policy, or when proof of repairs is required
after a claim.

Timeline for To avoid adverse underwriting action, respond by the due date included in
Response the activity. Failure to respond can result in cancellation, declination,
nonrenewal or premium increase.

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PolicyCenter Personal Lines

Completing a Review and Provide Additional Information

Activity, Continued

Procedure Follow these steps to view and complete the activity.

Step Action
1 Select the Review and Provide Additional Information or Review
and Provide Additional Information – Claim activity from the
Desktop or policy.

Result: The activity window opens.

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PolicyCenter Personal Lines

Completing a Review and Provide Additional Information

Activity, Continued

Procedure, Step Action

continued 2 Select View Reasons to view details of the Underwriter’s request.

Result: The UW Additional Information Request window opens.

3 Review the details and select Return to Activity Detail.

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PolicyCenter Personal Lines

Completing a Review and Provide Additional Information

Activity, Continued

Procedure, Step Action

continued 4 Depending on the request, upload document(s) or reply with
additional information.

If the Underwriter is requesting... Then ...

Documentation Upload document(s) and
link to activity.
Additional information Add a note – Continue to
Step 7.

To upload a document:

Step Action
A In the Policy file, select Actions from the sidebar,
then select New Document > Upload document.

B Click Browse to navigate to the document to upload

and double-click to select it.
Result: Once the document is selected, the name of
the file appears in the Name field. The document
name should describe the document; rename it if
necessary.

C Select Required Document from the drop-down

menu as the Document type.

D Select Update.

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PolicyCenter Personal Lines

Completing a Review and Provide Additional Information

Activity, Continued

Procedure, Step Action

continued 5 After the documention is uploaded, select Link Document within
the activity.

Result: The Documents window opens.

6 Select Search. All documents previously uploaded to the policy will
appear. Select the appropriate document to link to the activity.

Note: Search functions are available to narrow the search.

Result: The Activity Detail screen will appear.

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PolicyCenter Personal Lines

Completing a Review and Provide Additional Information

Activity, Continued

Procedure, Step Action

continued 7 To add a note to the activity, enter a subject in the Subject field
and add a note in the Text field:

8 Select Return to Underwriter.

Result: The activity and its documentation and/or note will be

returned to the Underwriter, and the activity will be removed from
the agent’s desktop.

End of procedure

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