Policy-Change-Form-2025 Policy Change form (2025) When you make a change to an insurance policy, you must fill out this form. Your NameName of the clientWho requested the change?Same person as "Name of the client"Different personWho requested the change?How was the change requested?Which policies did you change? Primary residence (HO3) Primary residence (HO3) Auto Umbrella Rental Properties (DP3) Other As a part of your change, did you change a 1) mailing address, or 2) the address of a client's primary residence?no, there was no mailing address of primary residence address changeyes, there was a change to a mailing address and/or a primary residenceATTENTION: Change of mailing address or primary residence address. Did you update the address in ALL applicable locations?When a client has a change of address for their primary residence OR mailing address, you need to update the address on the following: 1) Every single one of their insurance policies. 2) AMS 360, 3) If it is a change of address for primary residence, change PL Rater, HO3Effective Date of the changePolicy NumberWhich change did you make?Did you see the confirmation page that makes you 100% sure that the change was made correctly and that the insurance company accepted the change?It is easy to mess this up. We might think that we made the change, but the change is not completed until you see the confirmation page. This is very important. If the type of change that you made doesn’t have a confirm page, then type this in the box.AutoEffective Date of the changePolicy NumberWhich change did you make?Did you see the confirmation page that makes you 100% sure that the change was made correctly and that the insurance company accepted the change?It is easy to mess this up. We might think that we made the change, but the change is not completed until you see the confirmation page. This is very important. If the type of change that you made doesn’t have a confirm page, then type this in the box.UmbrellaEffective date of the changePolicy NumberWhich change did you make?Did you see the confirmation page that makes you 100% sure that the change was made correctly and that the insurance company accepted the change?It is easy to mess this up. We might think that we made the change, but the change is not completed until you see the confirmation page. This is very important. If the type of change that you made doesn’t have a confirm page, then type this in the box.HO6Effective date of the changePolicy NumberWhich change did you make?Did you see the confirmation page that makes you 100% sure that the change was made correctly and that the insurance company accepted the change?It is easy to mess this up. We might think that we made the change, but the change is not completed until you see the confirmation page. This is very important. If the type of change that you made doesn’t have a confirm page, then type this in the box.Landlord CondoEffective date of the changePolicy NumberWhich change did you make?Did you see the confirmation page that makes you 100% sure that the change was made correctly and that the insurance company accepted the change?It is easy to mess this up. We might think that we made the change, but the change is not completed until you see the confirmation page. This is very important. If the type of change that you made doesn’t have a confirm page, then type this in the box.DP3Effective date of the changePolicy NumberWhich change did you make?Did you see the confirmation page that makes you 100% sure that the change was made correctly and that the insurance company accepted the change?It is easy to mess this up. We might think that we made the change, but the change is not completed until you see the confirmation page. This is very important. If the type of change that you made doesn’t have a confirm page, then type this in the box.RVEffective date of the changePolicy NumberWhich change did you make?Did you see the confirmation page that makes you 100% sure that the change was made correctly and that the insurance company accepted the change?It is easy to mess this up. We might think that we made the change, but the change is not completed until you see the confirmation page. This is very important. If the type of change that you made doesn’t have a confirm page, then type this in the box.OtherWhat type of insurance policy was it?Effective date of the changePolicy NumberWhich change did you make?Did you see the confirmation page that makes you 100% sure that the change was made correctly and that the insurance company accepted the change?It is easy to mess this up. We might think that we made the change, but the change is not completed until you see the confirmation page. This is very important. If the type of change that you made doesn’t have a confirm page, then type this in the box.For all policy changesDid you send the confirmation email to the client?Did you create and activity in AMS360?If you added a vehicle or driver or did something else to cause a huge rate increase, we should speak with the client to make sure they don't get 'shocked' and start shopping around. Did you speak with the client about this change, and how did it go?
