cennairus

10

For agencies and producers

Manage An Active Policy

Look up a policy, prove coverage, and keep it current.

5 steps
About 3 min
Video

Start the steps Watch the video ↓

Watch a policy managed end to end

Step by step

5 steps

Step 1 of 5

Insured & Policies lists everything, by status and carrier.

NextOpen a bound policy.
Step 2 of 5

A policy’s page shows the essentials, with Renew and Generate COI right there — Hollis Electric Company, here.

NextCheck its documents.
Step 3 of 5

The Documents tab holds everything on file for the policy.

NextAsk for proof of coverage.
Step 4 of 5

Generate COI adds a fresh certificate of insurance in seconds — no back-and-forth with the carrier.

NextRenew it before it expires.
Step 5 of 5

Need to change what’s covered mid-term? Your Cennairus producer can help. Renewing before expiration has its own tutorial.

On the board

What each stage means

Sold — Payment — Initiated

What it means: The deal is sold and sitting at payment. Nothing has been sent or charged yet.
What is happening: The payment step opens with the card, so you can choose how this premium gets collected.
What happens next: Send a payment link and it moves to Invited. Once the money is confirmed, or the carrier bills your client directly, it moves to Bound.
What you may need to do: Choose how the premium is collected.
What you can do here: You can open the payment step again any time with Add Payment.

Sold — Payment — Invited

What it means: A payment link is out and nothing has been collected yet.
What is happening: Your client has the link, and we are waiting on the money.
What happens next: Once the payment is confirmed, the policy is bound and the card moves to Bound.
What you may need to do: Give your client a nudge if the payment is taking a while.
What you can do here: You can open the payment step again with Add Payment.

Sold — Payment — Failed

What it means: A payment that did not go through.
What is happening: It only fills when a payment fails. A payment that fails stays on the card it was already on, under Initiated or Invited.
What happens next: Once a payment is confirmed, the policy is bound and the card moves to Bound.
What you may need to do: If your client’s payment fails, open their card and start the payment again.
What you can do here: You can open the payment step from the card and collect another way.

Sold — Bound — Binder

What it means: Sold, but the carrier’s policy number is not on the record yet.
What is happening: We are waiting on the carrier’s own policy, which is what carries that number.
What happens next: Add the policy and the card moves to Policy.
What you may need to do: When the carrier sends the policy, drop it on the card.
What you can do here: Add the Policy reads the policy number, the dates and the premium straight out of the document.

Sold — Bound — Policy

What it means: The carrier’s policy number is on the record.
What is happening: Nothing is waiting on you. The policy sits here for its term.
What happens next: In its last 60 days it also shows under Renewals, ready to be renewed.
What you may need to do: Nothing, unless your client asks for proof of coverage.
What you can do here: You can generate a certificate of insurance, or renew the policy, straight from the card.

Insured & Policies

What it means: Every policy in your book, in one list.
What is happening: The tabs split them by where they stand: Active, Soon to Expire, Pending Renewals, Expired and Cancelled. Each line carries the policy number, the carrier, the coverage, the start date and the premium.
What happens next: Open any line to see the business behind the policy.
What you may need to do: Nothing. This is your book, kept up to date for you.
What you can do here: You can search it, narrow it by carrier or by line of coverage, and start a renewal with the Renewal button.

Policy card — General

What it means: The card behind a policy you sold, opened from Sold on your Pipeline.
What is happening: The top carries the carrier, the policy number, the premium and how long the coverage still runs. General holds the business itself: the address, the owners, the class codes and the payroll.
What happens next: Check the documents, or produce proof of coverage.
What you may need to do: Nothing, unless something about the business has changed.
What you can do here: Renew and Generate COI sit at the top of the card, whichever tab you are on.

Policy card — Documents

What it means: Everything on file for this policy: the carrier’s documents, loss runs and prior policies.
What is happening: The number on the tab is how many are on record, and an empty tab means nothing has been attached to this policy yet.
What happens next: Add anything new the carrier or your client sends you.
What you may need to do: Nothing, unless a new document arrives.
What you can do here: Add & read documents attaches a file and pulls its information into the application.

Policy card — Generate COI

What it means: A certificate of insurance is the proof that this policy is live right now.
What is happening: Generate COI builds the certificate from the policy on record and opens it for you.
What happens next: Send it to whoever asked for proof of coverage.
What you may need to do: Nothing, unless your client needs proof.
What you can do here: You can make a fresh certificate whenever one is asked for.