Request a Policy Change

Select a policy to view what the client will see for editing their policy details. 

Sample only: the client will be able to enter changes into the fields and upload items to request a change. Scroll to submit to see what happens when they do.

Click submit to see what the client sees after a request is submitted.

Sample only: the client will be able to enter changes into the fields and upload items to request a change. Scroll to submit to see what happens when they do.

Click submit to see what a client sees after submitting their request

Below is the confirmation screen and what the client and Service team will see after the submit button is clicked. 

  • Email to insured confirming request details – comes from service team member

  • Email to Service team with same details – CSR 24 service request in subject

  • SYNC activity attaches to EPIC as closed to record transaction. You will want to use the Activity from the applicable workflow to actually record the change.