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Quote & Policy Maintenance
Log in to RLI’s portal at myportal.rlicorp.com. Once logged in click the Personal Umbrella drop down.
Then click on “Quote/Policy Search”.
To find a specific quote or policy, enter your quote or policy search criteria and click “Search.” [Marked
in red]
The “Status” column will tell you the status of the policy. [Marked in green]
A list of common statuses and their definitions are available on page 3 of this document.
To open an existing quote, click on the quote to highlight it and then click “Load.” [See orange marks]
To open the policy, click on the policy to highlight it and then click “Policy Inquiry.” [See blue marks]
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In “Policy Inquiry” view:
Expand a policy term to review the application answers and insured contact information by clicking on
the plus sign to the left of the policy term. [Marked in red]
You can also view members of household, mailing information, payments/claims, and forms by clicking
on their respective hyperlinks. [Marked in blue]
If you select “Forms”, a pop-up window will display. To open a form, click on the appropriate document
icon.
[List of common statuses on the next page.]
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Common Statuses
New Business & Renewal Statuses
Status
Definition
Quote Rated
A quote has been rated but no further action has been taken.
Payment Pending
Agent selected signature option ‘Signed App, Pay Now’ and
Payment has not completed its process in RLI’s system. This process
should not take more than 15 minutes.
MVR has been Ordered
MVR’s are ordered for submissions with youthful drivers or DUIs.
While MVRs are received almost instantly for most states, some
states take up to 3 days to deliver an MVR to RLI. [HI, CA, WA]
MVR has been Received
MVR’s are ordered for submissions with youthful drivers or DUIs.
This status means that RLI has received the MVR and the
underwriter is reviewing the submission.
New Quote Paid
The applicant has signed the application and paid the premium due.
The policy is ready to be submitted to RLI for binding by the
Program Administrator.
New Issue – Bound
The status of a new business policy when first bound.
Bound
The policy is bound.
Renewal Questionnaire Mailed
At 90 to 60 days prior to renewal, a renewal application is sent to
the insured. This status indicates that a renewal questionnaire has
been mailed to the insured.
Quote Billed
Once RLI receives the renewal questionnaire back from the insured,
a bill is sent to the insured.
Final Bill Sent
10 days prior to the policy expiration, RLI will send a final bill to the
insured for the renewal policy premium if payment has not yet
been received.
Renewal Bound
Once the bill has been paid RLI will bind the renewal. This status
indicates that the renewal has been bound and a renewal policy
issued.
eSignature Statuses
Status
Definition
eSig e-mailed Pending
The email with the secure login link was sent to the applicant.
eSig Pending
The login information was given to the applicant verbally.
eSig Expired
The email link or the verbal login information expires after 7 days.
The applicant did not finish the electronic signature and online
payment process prior to this expiration, OR the administrator
neglected to bind the policy once payment had been applied and
notification was sent to the administrator.
eSig Complete
The applicant has signed the application, but has not yet completed
the electronic payment process.
