Credit reports are ordered on the primary policyholder listed on the policy. Lines of business that support Credit Reports are: Personal Auto and Homeowner's. Once all information has been entered. rating the policy populates the Credit Reports screen with the primary policyholder's information.
Order Requests Immediately: This option is "on-line," or "interactive." This is the default selection.
Highlight CLUE Property in the Products Available section. Click the right arrow (--->) to move it to the Selected section.
Subjects List View: In the middle of the screen, click in the empty box next to the name of the person you will order the information for.
Order: Next, click Order. A Diamond Validation screen displays: "The following products have been ordered. Credit Report for <Policyholder's Name>. Do you wish to continue?>" Answer Yes to the question. Upon transmission, the system puts the date the order is placed in the NCF field on the screen.
The system returns a Lexis Nexis Results screen. It may display a message, "Credit Report - <Name of Policyholder> Complete, Credit Bureau Manual Report."
Click Close to exit.
Queue Requests: Using this option automatically places the credit report in a "batch" for later transmission to Lexis Nexis with other credit reports. Click Order to order the credit report.
Subjects List View: In the middle of the screen, click in the empty box next to the name of the person you will order the information for.
Order: Next, click Order. A Diamond Validation screen displays: "The following products have been ordered. CLUE Property <Location Address>. Do you wish to continue?>" Answer Yes to the question. Upon transmission, the system places the date the order is placed in the Last CLUE Ordered field on the screen.
The system returns a Lexis Nexis screen. You may see the requested report in the list view. For a credit report, the description reads: "National Credit File Report Inquiry," and the status description reads: "Credit Report Batch Request has been queued."
Click Close to exit the screen.
Once the number of records has been reached in the Batch Records Count system setting (Diamond System Editor), the batch is transmitted to Choice Point.
Click the Details button.
From the View Lexis Nexis screen, highlight the report and click View Report.
Information returned from Choice Point is displayed on the National Credit File Report.
Click Close to exit the report, then Close again to return to the Third Party Reports screen.
Note: The Detail button can be activated or protected on a per company basis. The default is to "inactivate" (protect) the button. Talk to your Insuresoft business analyst if you need to activate the button.