Change or Cancel Policy

Change or Cancel Policy Documents

This section is arranged as an interactive table of contents style for our full compliment of change or cancel policy documents. It contains a detailed tutorial and one-page quick start document that serve as standard operating procedures for logging into the OnLine-PL system. From there, the documents are listed in the order of usage, and are designed to help users access insured records and the change menu; to make a number of changes to an insured records; and cancel an insured record.

Simply click on the one-page quick starts, more detailed tutorials or PowerPoint Guides as needed.

–> View Change or Cancel Policy TABLE OF CONTENTS pdf


PART 1: Log On To OnLine-PL Through 2X Client

This section includes instructions on logging into OnLine-PL through the 2X client.

Log On To OnLine-PL Through 2X Client
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PART 2: Access Insured Records and Change Menu In OnLine-PL
This section illustrates how the underwriter accesses an insured record and the change menu in OnLine-PL.

Access Insured Records and Change Menu In OnLine-PL
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PART 3: Change Policy Documents
This section was developed to assist underwriters in processing changes to policies in OnLine-PL. Users can use any document in this section to make policy changes and are not required to make multiple changes, if applicable,  in any particular order. NOTE: Most of the screenshots in the documents demonstrate making changes to physician policies. For this reason, screenshots may differ slightly for other lines of business.

Change Limits In OnLine-PL
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Change Specialties In OnLine-PL
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Change Territories In OnLine-PL
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Change Groups In OnLine-PL
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Change Credits In OnLine-PL
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Change Addresses In OnLine-PL
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Change Effective Dates In OnLine-PL
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Change Expiration Dates In OnLine-PL
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Change Retro Dates In OnLine-PL
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Change General Information In OnLine-PL
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Change Deductibles In OnLine-PL
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Change Overrides In OnLine-PL
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Change Premium Endorsements In OnLine-PL
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Change Fees and Payments
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Change Gross Receipts
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Change Classification
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PART 4: Cancel Policy Documents
This document was developed to assist underwriters in canceling a policy in OnLine-PL. NOTE: The screenshots in this tutorial demonstrate canceling a physician policy. Screens may differ slightly for other lines of business.

Cancel Policy
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