In the Customer Center, search for and select the customer. With a customer record open, from the sidebar menu select Views > Change Requests.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Change Requests

Applies to:  Customer Center

The Change Requests view displays all policy change requests (endorsements) sent to companies for the selected customer.

Key Fields

<check box>

Select one, multiple, or all change requests and then click Confirm in the toolbar to mark the change request as complete.

Once you confirm that a change request is complete, you cannot change it back to unconfirmed.

Form

Click the AMS360 Change Request link to open the form in the eForms Manager where you can view the entire change request.

Confirmed

Indicates whether or not the request is completed by the company. Confirmed items continue to appear in the grid, but the confirm check box (in the first column) is not available.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

  1. Click New Change Request in the toolbar to open the EForms Manager. When you create a new change request from the change requests view, you are prompted to first select the policy number and effective date.

  2. Make your selections and click New. This opens the New Change Request form.

  3. Complete the form and click Create. More...

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.