Travelers Servicing Guide

Locate a Policy

1. To locate a policy, click on Personal Insurance.
   
2. Under Customer Selection, select the search criteria and then proceed to enter the customer’s information. 
3. Then click Search.
   
4. The search results will then appear. 
   
5. Click Select Customer or Account List. 
   1. Select Customer will bring you to the Policy/Quote Selection screen. (Usually used to process endorsements).
   2. Account List will bring you to the list of accounts that the customer has.
      1. Billing provides real-time billing related information for all policies associated with an account.
      2. Policy provides a summary of current policy information for the policy you selected as well as policy documents.

Locate Named Insured Information

1. From the Account List, click on Policy Summary.

1. The Insured’s Information will appear at the top of the Policy Summary. 

Locate Effective Dates

1. From the Account List, click on Policy Summary.
   
2. Scroll down and the policy period will be listed as shown below. 

Locate Policy Documents

1. From the Account List, click on Policy Documents. 
   
2. Under Document History, all available documents will be available, simply click on the document to open a PDF.

View Coverages and Deductibles

1. From the Account List, click on Policy Summary.
   
2. Scroll down to the Coverages and Limits of Liability section to view coverages. The deductibles will also be listed here for review.

Locate the Mortgagee Clause

1. From the Account List, click on Policy Summary.
   
2. Scroll down to Mortgagee Name and Address to view the current mortgagee listed.

How to Complete Endorsements

1. From the Policy/Quote Selection screen, (Remember, this requires you to select the option to Select Customer when searching for the policy), click Change Request.
   
2. Select the policy that the change is for, then click Policy Change.
   
3. Select the type of endorsement from the drop-down menu. 
   
4. Select the Effective Date, then click Continue. 
   
5. Click on the blue hyperlink for the change you want to make. (In this example, we will select Endorsements.)
   
6. Proceed to click on the desired options. (In this example, we are adding Motorized Golf Cart Coverage.)
   
7. This will show the pro-rated amount and the new total with the requested changes. 
8. Click Continue to proceed.
   
9. To issue the change, click Issue. 
   
10. Or at the top right, you can select Save and Close the quote or Delete the quote.
    

Cancellation Requests

1. From the Policy/Quote Selection screen, (Remember, this requires you to select the option to Select Customer when searching for the policy), click Change Request.
   
2. Select the policy that the change is for, then click Policy Change.
3. From the drop-down menu, select Cancel Policy. 
   
4. Then proceed to choose the effective date of the cancellation, the reason and the evidence of the cancellation.
5. Then click Issue.