Progressive-Home Servicing Guide

Locating a Policy/ Quote

1. To locate the policy, proceed to select the option to search by the policy number or by customer name. Enter the search information, then click Search. 
   
2. The search results will appear. Click on the policy number hyperlink to access the policy. 
   

Named Insured Information

1. Upon accessing the policy, the customer’s name and property address will appear.
   
2. However, for more detailed customer information, the Home Page will also have a Quick Links section (this section will be mentioned throughout this guide because ultimately it is used to access multiple parts of the policy.) 
3. Click on Customer Information. 
   
4. The Customer Information section will have more detailed information about the Named Insured. 
   

Effective Dates

• To view the effective dates, using Quick Links, as mentioned above, click on Policy History.

1. Refer to the Incep Date and Renewal Date for reference. 

Policy Documents 

1. There are two ways to access policy documents. The first is when searching for the policy, prior to accessing the policy, under Links, click on the View Documents icon.
   
2. This will populate the PDF documents available for review. 
   
3. Or under Quick Links inside of the policy, click PDF Documents and it will bring you to the section shown above.

Coverages and Deductibles

1. To access coverages, under Quick Links, click Coverage Information.
   
2. The deductibles will also be listed in this section.

Mortgagee Clause

• To locate the mortgagee clause, from Quick Links, click on Mortgagee Lien Information.

Endorsements

1. To access the option to complete an endorsement, under the Quick Links section, click on Navigation Section. 
2. This will bring you to a panel of additional options.
   
3. You may see the following options:
   1. $ Endorsement: To process premium bearing changes within the first 30 days or at renewal.
   2. Non $ Endorsement: To process non-premium bearing changes within the first 30 days or at renewal
   3. Endorse Mortgagee: To process mortgagee changes at any time
   4. Endorsement Quote: To quote premium bearing changes at any time.
   5. Most endorsements can be processed within the first 30 days of policy issuance or renewal. If you are unable to process an endorsement, please email the requested change(s) to Endorsements@ASIcorp.org
      1. Changes to renters’ addresses must be emailed.
      2. Changes to insureds should be referred to Underwriting

For Cancellations

1. To access the option to cancel a policy, under the Quick Links section, click on Cancel.
   
2. Proceed to enter the effective date of the cancellation and the reason for the cancellation. 
3. Accept the agreement. 
   
4. Confirm the Insured’s information (this is important especially if receiving a refund). 
5. Then click Cancel Policy.