Client Center has always had the ability for your insureds to request changes on their personal lines policies. With this release, we introduce the ability for your commercial insureds to request changes to their driver schedules for their commercial auto policies.


Our goal is to expand this ability across all relevant schedules for additional commercial lines of businesses in further interactions. A feature like this one also holds value for agencies experiencing growth and looking to scale their operation accordingly. As Client Center takes care of data collection from insureds, you can spend time on revenue  generating activities or providing high value-added services to your consumers. 


Insureds can now make the following requests on their commercial auto policies - adding a driver, editing a driver, and deleting a driver. Users can submit a change request containing one or many of the aforementioned actions. For example, within a single request, users can request the addition of two drivers, the deletion of another five, and/or the modifications of one more driver. To learn more about Client Center check out our other Client Center articles!


TABLE OF CONTENTS


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Add a Driver


Insureds can request the addition of drivers via Client Center by performing the following steps. 


1. Login to Client Center

2. Click on Request Change.




3. Select a policy.




4. Click on the Drivers card.


5. Click on Add Drivers.



6. Enter the form fields and click the Save button.


7. Review the driver you have just added.


 


8. Review summary of all requests, and then Submit the change Request.


Editing a Driver


To request an edit on an existing driver, the customer can instead select the Edit Drivers Card. 


At this point, the customer will see a list of existing drivers and they can select a driver whose information they want to edit. After editing and saving, the customer will see a badge next to the driver to indicate that the driver has been edited. 


Deleting a Driver


To request a deletion of an existing driver, the customer can select the Delete Drivers card. At this point the customer will see a list of existing drivers and can select one or more for deletion. Once the driver(s) have been chosen, clicking Continue will present a prompt confirming if the customer wants to proceed with the request to delete the driver(s).


Submitting a Change Request 


After the customer has performed any of the above actions (adding, editing, deleting), they will see the summary screen displaying all their change requests. The insured can submit the change request and the agent will be notified in the Management System with a task. The change request transaction will be automatically populated in the Management System with the insured's request details and will be readily available for your review.