Home Ins. PST

Home Ins. PST

This Home PST form is used to collect policy change information for the purpose of quoting an endorsement. Do not share with clients, in house use ONLY.

Agency Name*

enter agency prefix

Producer Names*

Requested by:*

Relationship to Insured*

Producer Email*

Name of Person*

Contact Email

Contact Phone

Assigned PST*

LOB*

Page URL

For Edit Submission

Date*

Date

Time*

:HourMinutesAM/PM Option

LOB*

Name of Insured*

Policy Number*

Contact Information:

Would you like to add/update the Contact Information on the Policy*

Update Contact Info for*

Name of Person*

Updated Email Address

Updated Phone Number

Mailing Address:

Would you like to change the Mailing Address on the Policy*

New Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Coverages:

Would you like to add/update the coverage on the Policy*

Would you like to change the Dwelling Limit *

Coverage A limit

Dwelling Coverage*

Coverage A limit

Would you like to change the Detached Structures*

Coverage B limit

Detached Structure*

Coverage B limit

Would you like to change the Personal Property Limit*

Coverage C limit

Personal Property*

Coverage C limit

Would you like to change the Loss of Use / Loss of Rents*

Coverage D limit

Loss of Use / Loss of Rents*

Coverage D limit

Would you like to change the Personal Liability*

Coverage E limit

Personal Liability Limit*

Coverage E limit

Would you like to change the Medical Payments*

Coverage F limit

Medical Payments Limit*

Coverage F limit

Would you like to change the Water Backup / Sewer Backup*

Water Backup / Sewer Backup Limit*

Would you like to change the Ordinance of Law Coverage*

Ordinance of Law Coverage Limit*

Would you like to change the Identity Theft Coverage*

Identity Theft Coverage Limit*

Would you like to change the Personal Injury*

Personal Injury Limit*

Would you like to change the Scheduled Personal Property*

Put "0" for items not required*

Rows	Limit
Coins
Fine Arts
Furs
Guns
Jewelry (in a vault)
Jewelry (not vaulted)
Music
Silverware

Would you like to change the Deductible on the Policy*

Deductible*

Would you like to make any other coverage change*

Other Coverage Change*

Discounts:

Would you like to add/update discounts on the policy*

Would you like to add/update the Multi-Policy Discount*

Would you like to add/update the Fire Alarm Discount*

Would you like to add/update the Burglar Alarm Discount*

Would you like to add/update the Full Sprinkler System Discount*

Additional Interest:

Would you like to add/update Additional Interest*

Additional Interest type of change*

Additional Interest Type*

Additional Interest Info*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Would you like to add/update Another Additional Interest*

Additional Interest type of change*

Additional Interest Type*

Additional Interest Info*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Mortgage/Loss Payee:

Would you like to add/update the Mortgage/Loss Payee*

Mortgage/Loss Payee type of change*

Mortgage/Loss Payee Type*

What is the Loan Number*

Is this Loan Company going to Pay Insurance Premium*

If impounded aka escrowed then this mortgage/loan company will be responsible for policy premium.

Mortgage/Loss Payee Info*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Would you like to add/update Another Mortgage/Loss Payee*

Mortgage/Loss Payee type of change*

Mortgage/Loss Payee Type*

What is the Loan Number*

Mortgage/Loss Payee Info*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Would you like to add/update Another Mortgage/Loss Payee*

Mortgage/Loss Payee type of change*

Mortgage/Loss Payee Type*

What is the Loan Number*

Mortgage/Loss Payee Info*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Underwriting Notices:

Did we receive type of underwriting notice from the Ins. Carrier*

What is the Type of Underwriting Notice*

This transaction is considered a UNT and managed on the UNT Sheet. Click this Link to complete a record of the Transaction.

Payment Assistance :

Did you assist the client to make a Policy Payment*

Did you collected Payment information to make the Payment on client behalf.*

Email or text the copy fo the receipt to the client.
Save a copy of the receipt or proof of payment to the policy in ezlynx.
For security and privacy reasons, we do not keep credit/debit card and/or bank account information. It must be destroyed immdiatley after the payement is made.

Would you like to change the Payment Plan on the Policy: (This includes payment method changes, example from paper bill to RCC or EFT).

Would you like to change the Payment Plan or Payment Method on the Policy*

Brief Description*

Document Assistance:

Did you provide the client with any Policy Documents*

Other*

Policy Cancellation:

Would you like to cancel the Policy*

Reason for Cancellation*

Other Reason*

Notes:

Attachments: (Optional)

Upload File

Copy of Policy, ETC