RLI Personal Umbrella
Access a stand-alone Personal Umbrella Program through RLI Insurance Co.
Learn MoreRLI announced several new features for agents to improve the self-service capabilities within its system.
Renewal Questionnaires: External users can now view renewal questionnaires - sent to RLI by email, mail or fax - via the "Documents" tab within a policy. This allows agents to assist their clients during the renewal process if necessary. Agents can also determine if RLI has received a questionnaire that has yet to be processed.
Any questionnaire packets, as well as questionnaires completed electronically via the Insured Portal, continue to be available via the "Forms" tab for a policy.
Apply Payment: This feature allows agents to input payment information on behalf of their clients for issued policies, in addition to the existing methods that clients can use to pay RLI directly. It is available only if a policy is in one of the statuses listed below. Please contact your account representative for documentation specific to this process. Note that this applies only to issued policies; the new business payment process remains unchanged.
Statuses where "Apply Payment" may be shown:
- Bound (only if policy is short-termed and money is due to make full term)
- Final Bill Sent
- Quote Billed
- Policy has been Canceled (NY only)
- Policy Has Been Endorsed (if money is due)
- Renewal Quote Lapsed (Up to 60 days after the expiration date; there will be a lapse in coverage)
- Revised Before Payment
- Revised Bill Sent
Expanded Search Functionality: Users are now able to search quotes or policies by phone number and email address within PUP Access.
Todd Broz
RLI Account Manager