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Question | Answer |
---|---|
Type of transaction when policy is initiated | New business |
Here you can see the carrier's name, program and policy number, as well as the effective and expiration date, term and garaging address. | Policy Information |
Type of transaction for payments | Monthly Payments |
In this section you can see the different drivers that have been added to the policy, including their name, age, status (such as if they're rated or excluded) and relationship to the insured. | Drivers |
Type of transaction for changes on the policy | Endorsements |
Here you can find the information about all the vehicles that are registered to the customer's policy, including the VIN, year, make and model, body type and annual mileage, among other things. | Vehicles |
Type of transaction when requesting to cancel the policy | Cancellation Requests |
In this section you'll see the details of the customer's coverage such as Liability coverage limits, Comp & Coll, UMBI/PD or others. | Coverage |
Fee Key Point | Date |
Fee Key Point | Payment Method |
Fee Key Point | Fee |