As E&O policies are renewed each year, Producers will need to update their policy details and upload a current declaration page.
Quite often, it's just the policy period dates and the uploaded form that require adjustments. But for tracking purposes in SureLC, we require a complete NEW policy entry on the profile.
This forum covers the following topics:
To ADD an E&O policy record:
- Go to the Producer's profile
- Select the E&O tab
- Click the "Add Existing Policy" button
- Locate where the file is saved on your computer and click Open
- Enter all required* policy details:
- Click Save & Exit once all required* fields are completed.
- A NEW Policy record will be added and all expired policies will be removed from view automatically:
To MODIFY E&O Policy details:
The policy can be modified up to 30 days after the creation of the record. This allows a short window to make any manual corrections.
- Go to the Producer's profile
- Select the E&O tab
- Click the
Actions menu, and then EDIT
Note: The "EDIT" icon is disabled 30 days after the record creation date.
- Make the necessary changes, then click Save & Exit
To ARCHIVE an E&O Policy:
Deleting an E&O policy is not allowed. SureLC maintains the old records for historical purposes.
PLEASE NOTE: Expired policy records are automatically archived after 30 days and removed from view automatically once a current policy is added.
- Go to the Producer's Profile
- Select the E&O Tab
- Click the Archive button on the policy you wish to archive
- Confirm YES to Archive
Comments