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Change Request

Original price was: $1,800.00.Current price is: $1,500.00.

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Frequently Asked Questions

FAQ 05

The process begins by understanding the task, required documentation, workflow expectations, and the procedures your agency would like our team to follow.

The service workflow can be structured around your existing procedures, documentation requirements, internal instructions, and preferred way of completing each task.

Requirements depend on the service. Relevant policy, billing, client, carrier, application, or supporting documentation may be needed so the requested task can be processed correctly.

A defined workflow helps keep task requirements, documentation, processing steps, and completion standards consistent with the procedures established for your agency.

The working arrangement can be adjusted around different operational needs and processing volumes as your agency's workload changes.

Change Request

Change Request

Average Time
15–30 minutes
Required Materials
Insured’s request; Policy; ACORD Change Request forms (e.g., ACORD 175 for Auto).
Description

Managing mid-term policy modifications is crucial for keeping client coverage up-to-date with their evolving risk profiles. DaDa Services seamlessly facilitates these vital changes, ensuring that any alterations are accurately reflected on the active policy and formally communicated to the carrier. We handle a wide array of modifications, including adding or removing physical locations, vehicles, and drivers, as well as amending named insured details, adjusting mailing addresses, and altering coverage limits or deductibles.

Change Request

01
STEP 01
Receive the formally documented change request submitted by the agent or the insured.
02
STEP 02
Carefully review the requested changes to evaluate any potential underwriting implications, such as the necessity to pull new Motor Vehicle Records (MVRs) when adding a driver.
03
STEP 03
Process the requested modification within the agency management system and officially submit it to the carrier via their dedicated portal or secure email.
04
STEP 04
Promptly issue updated evidence of property or a revised auto ID card to the client, if applicable.
05
STEP 05
Notify the insured that their submission was successful and proactively schedule a suspense activity to monitor the arrival of the carrier's official endorsement.
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