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.
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.
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.
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.