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To improve service levels and response times, we are providing the attached guidance for policy changes. Adhering to these guidelines help us continue to improve service level standards for new business, renewals, and Agent questions. The guidelines describe how far in the past you can backdate a change and when you must enter a change using the effective date of the renewal.
Today, the Associate Underwriting Team receives policy change exception requests falling outside normal processing procedures. Many seemingly small requests require the Associate Underwriter to process multiple transactions (requiring several days to process), in both PARIS and ExpertQuote (Duck Creek). E.g., Adding an alarm discount retroactively into the prior term(s) may take the Associate Underwriters five days to process if it involves making changes in multiple systems.
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