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Policy Maintenance services in modernLINK offer the ability to view, endorse, and print policies, as well as perform other standard transactions, such as:
Cancel Policy
Set for Non-renew
Cancel/Rewrite Policy
Set for Underwriting Review
To utilize Policy Maintenance services, click Quotes and Policies on the modernLINK tabs and search for the policy.
General Features
The home page for Policy Maintenance is the Policy Details page. General features are described below.
1. Summary.
The summary displays atop each page so you are able to see essential information at a glance.
2. Standard Actions.
Standard actions include most popular tasks.
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Make a one-time policy via EFT, credit card or check towards the current policy. |
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Print the insured's ID card or a copy of the policy and select destinations: insured, lienholder, agent, producer or AIP. |
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Perform policy endorsement, such as modifying policyholder information, modifying coverages, etc. |
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Switch payment options, billings plans (when available) or change the billing client. |
3. Information Tabs.
Select a tab to view more detailed information.
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View policy details by transaction date, such as policyholder, unit, operators, AIP, coverages, etc. |
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View billing details, billing transaction history and installment schedule |
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View transaction history: endorsements, etc. |
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View diaries and memos that apply to the current policy. |
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Perform policy actions, such as:
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