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Agent · Backlog

Policy Change & Endorsement Servicing Agent

Handles mid-term policy changes (vehicle/driver adds, address changes, coverage adjustments, mortgagee updates) end to end inside the policy administration system, with referral of out-of-authority changes to underwriters.

Not yet specifiedSemi-autonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.

What it does

  • Interpret change request from customer/agent
  • Validate eligibility and underwriting rules
  • Quote premium impact
  • Execute endorsement in PAS and issue documents
  • Update billing and notify stakeholders
  • Refer exceptions

Systems and data it works with

  • Guidewire PolicyCenter with ProNavigator Policy Change assistant
  • Duck Creek Policy
  • Majesco P&C Core
  • Billing system
  • Document generation