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MAKING RENEWALS EASIER FOR YOUR AGENTS

Online Renewal Applications are Coming!

The Utica National companies have started offering the ability to complete the renewal application online. This option is currently available in 5 states – and will be expanding to more states during 2023. Each affiliate will be contacted and provided with a demo before we expand to your states.

SOME NEED-TO-KNOW INFO 

How will the insured access the online renewal application?
Insureds must be signed up for our online Customer Care Center to access the application. Our new instructional flyer explains how to register for Customer Care and set up the required multi-factor authentication (MFA) – plus, it includes useful FAQs.

Once an insured is set up to access Customer Care, they simply follow the instructions in the email solicitation they will receive. Please note: Flyers for EPLI, Contingent Cat, and Cybersurance will be included with each account to encourage upselling.

When will email solicitations be released?
Approximately 75 days prior to the renewal month. For example, a 4/15/23 expiration date will receive a solicitation approximately 75 days prior to 4/1/23. The affiliates will be cc’d on the renewal solicitation.

Will paper renewal kits still be sent?
Yes – on the same schedule they currently are sent.

Will the insured and affiliate receive a copy of the completed application?
Yes. A copy will go to the insured and the affiliate will be cc’d.  We can only cc one contact at the affiliate. An established contact at each affiliate will receive the apps.

Will the application require a signature prior to binding?
When completing the application online, the insured will be asked to type their signature. We will accept this for the signature on renewals and anticipate having an e-signature available in the next phase of development.

Will streamlines be part of the online renewals?
Small streamlines will not be included at this time. Medium/Large streamlines will be included.

Will insureds be able to complete any necessary supplementals in addition to the application?
No – supplementals will need to be completed and submitted separately. If a supplemental application is required, it will be included with the online solicitation. The insured will be able to attach the supplemental application while completing the online application or send it to us.

How will the Underwriter know who to contact at the affiliate regarding the renewal quote?
The Underwriter will use the same contact that handled the account the prior year. If a different contact should be used, the affiliate will need to advise Tabitha DeGirolano at tabitha.degirolano@uticanational.com prior to solicitation.

Questions? Please contact Tabitha DeGirolano at tabitha.degirolano@uticanational.com or 315-734-2439.

 Encourage Agents to Use Our Self-Assessment Tools

What is it? An agency risk assessment available at no charge to insureds of the Utica National companies.

How does it work? Insureds answer a series of questions and receive an overview of their agency with feedback on whether their current processes and procedures help protect them from E&O claims. They’ll receive recommendations for making improvements when their current processes and procedures are insufficient. Topics include producer procedures, premium handling, record management, system/procedural issues, and more.

How do insureds access it? It’s easy! They sign-in to Customer Care and then click Risk Management on the left side of the screen to access the risk management website. The Try Our Self-Assessment Tool is located on the bottom left side.

Find out more details in our flyer: Use Utica National’s Self-Assessment Tool to Help You Improve Your Agency.

Want use this flyer for marketing or your newsletters? Contact Tabitha DeGirolano at tabitha.degirolano@uticanational.com or 315-734-2439.

NEW/UPDATED MATERIAL

• Updated: One-page Customer Care Center flyer (9-A-2507)
• New Article: Exercise Caution When Using the E&O Market (5-R-1436)
• January Tip: Best Practices When Handling Applications

This information is provided solely as an insurance risk management tool. Utica Mutual Insurance Company and the other member insurance companies of the Utica National Insurance Group ("Utica National") are not providing legal advice or any other professional services. Utica National shall have no liability to any person or entity with respect to any loss or damages alleged to have been caused, directly or indirectly, by the use of the information provided. Your are encouraged to consult an attorney or other professional for advice on these issues.

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Utica Mutual Insurance Company, its affiliates and subsidiaries, 180 Genesee St., New Hartford, NY 13413

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