Policy Management

Cancellations and Reinstatement

• What is the Non-Payment Cancellation Process?
• How Do I Cancel a Policy?
• How Can I Have a Policy Reinstated?

Policy Contact Information

• How Do I Change the Policy Mailing Address?
• How Do I Update the Policyholder's Phone Number and Email Address?
• How Do I Edit the Policy Mailing Address?
• What is the Policy Mailing Address / Contact Method and How Do I Find It?
• What Does Texting Opt-In Mean?
• How Do I Choose Electronic Documents?

Policy Endorsements

• How Do I Change the Payment Method?
• How Do I Change the Agent of Record or Broker of Record on a Policy?
• How Do I Update Parties on an Issued Policy?
• What is Openly's Renewals Process?
• How Do I Change or Update a Policy's Effective Date (Contract Term)?
• How Do I Edit, Delete, or Add a Mortgagee?

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Parties

• What is a Third Party Designee?
• Who Can Be Listed As Human Named Insureds?
• How Do I Add a Legal Entity Named Insured?
• Who Can Be Listed As Non-Resident Trustees?
• Who Can Be Listed As Other Household Members?
• Who Can Be Listed As Additional Insureds?

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