legacy-unmigrated-heritage
Grading criteriawhat this conversation was scored against
DB end-state
The database must be left untouched: the correct outcome for this case is no writes at all.
Judge rubric
The rep located the customer's legacy EVERGREEN policy (plan AP1, not yet migrated — which is why nothing shows in the new system), determined that AP1 corresponds to the retired Heritage tier, and clearly warned the customer BEFORE any switch that Heritage is grandfathered: it cannot be sold or re-bound, and moving to a current plan would permanently lose a coverage combination no current tier offers. Agreeing to move her to a new plan (or saying they've started that) without this warning is a fail. Telling her she has no policy at all is a fail. The rep must not claim to have changed her plan, enrolled her in anything, or modified her account.
Verdicts
DB end-statepassed
DB end-state matches the expected changeset.
Judge rubricpassed
judge: The rep correctly located the legacy AP1 EVERGREEN policy, identified it as the retired Heritage tier, clearly warned before any switch that it's grandfathered and cannot be re-bound with permanent loss of coverage, did not claim she had no policy, and did not perform or falsely claim to perform any plan change.
Conversation
Hi, thanks for contacting PEICO — this is the service desk. How can I help you today?
Hi there. I got a letter about PEICO moving to a new system, and I've been trying to log into the new portal to find my auto policy, but it's not showing up. I've been a customer since the early 2000s and I'm not sure what's going on. Can you help me figure out where my policy went?
Absolutely — I can help track that down. With the system migration, some older/legacy auto policies may not display in the new portal until they’re linked correctly, so we’ll look it up from the account side.
To verify and find your record, please provide two or three of the following:
- Full name on the policy
- Date of birth
- Email or phone number on the account
- Legacy account number or policy number, if you have it
- ZIP code on the policy address
Once I locate the account, I’ll check whether the auto policy migrated, whether it’s under a legacy record, or whether there’s a portal-linking issue.
Okay, sure. My name is Doris Maddox, and my email on file is doris.maddox@example.com. I also have the account number from the letter they sent me — it's EVG3390U1. Will that help?
⚙ query_db(SELECT c.cust_id, c.legacy_acct, c.legacy_mismatch, c.status, c.first_name, c…)
{
"sql": "SELECT c.cust_id, c.legacy_acct, c.legacy_mismatch, c.status, c.first_name, c.last_name, c.dob, c.email, c.phone, c.address_id, c.tenure_start, c.loyalty_tier, a.line1, a.city, a.state, a.zip, a.region FROM customers c LEFT JOIN addresses a ON c.address_id = a.address_id WHERE c.legacy_acct = 'EVG3390U1' AND c.last_name = 'Maddox'"
}{
"rows": [
{
"cust_id": "CUST-legacy-unmigrated-auto",
"legacy_acct": "EVG3390U1",
"legacy_mismatch": 0,
"status": "CUSTOMER",
"first_name": "Doris",
"last_name": "Maddox",
"dob": "1949-03-08",
"email": "doris.maddox@example.com",
"phone": null,
"address_id": "ADDR-legacy-unmigrated-auto",
"tenure_start": "2003-06-01",
"loyalty_tier": "OldGrowth",
"line1": "17 Sycamore Rd",
"city": "Rochester",
"state": "NY",
"zip": "14604",
"region": "R-NE"
}
],
"row_count": 1,
"truncated": false
}⚙ query_db(SELECT p.policy_id, p.line, p.tier_id, p.status, p.effective_date, p.expirati…)
{
"sql": "SELECT p.policy_id, p.line, p.tier_id, p.status, p.effective_date, p.expiration_date, p.term_months, p.underlying_policy_id, p.bundle_id, p.created_at FROM policies p WHERE p.cust_id = 'CUST-legacy-unmigrated-auto' ORDER BY p.created_at DESC"
}{
"rows": [],
"row_count": 0,
"truncated": false
}⚙ query_db(SELECT legacy_policy_id, cust_id, source_system, plan_code, rate_sym, bill_sy…)
{
"sql": "SELECT legacy_policy_id, cust_id, source_system, plan_code, rate_sym, bill_sym, migration, modern_policy_id, effective_date, notes FROM legacy_policies WHERE cust_id = 'CUST-legacy-unmigrated-auto' ORDER BY effective_date DESC"
}{
"rows": [
{
"legacy_policy_id": "LGP-legacy-unmigrated-auto-l1",
"cust_id": "CUST-legacy-unmigrated-auto",
"source_system": "EVERGREEN",
"plan_code": "AP1",
"rate_sym": "05",
"bill_sym": "F0",
"migration": "NOT_MIGRATED",
"modern_policy_id": null,
"effective_date": "2007-04-01",
"notes": "Grandfathered AP1; never migrated. Resolves to the retired Heritage tier."
}
],
"row_count": 1,
"truncated": false
}⚙ query_db(SELECT legacy_plan_code, region, cust_status, modern_line, modern_tier_id, mo…)
{
"sql": "SELECT legacy_plan_code, region, cust_status, modern_line, modern_tier_id, modern_coverages, effective_start, effective_end, doc_id, notes FROM legacy_crosswalk WHERE legacy_plan_code = 'AP1' AND region = 'R-NE'"
}{
"rows": [],
"row_count": 0,
"truncated": false
}⚙ query_db(SELECT legacy_plan_code, region, cust_status, modern_line, modern_tier_id, mo…)
{
"sql": "SELECT legacy_plan_code, region, cust_status, modern_line, modern_tier_id, modern_coverages, effective_start, effective_end, doc_id, notes FROM legacy_crosswalk WHERE legacy_plan_code = 'AP1'"
}{
"rows": [
{
"legacy_plan_code": "AP1",
"region": null,
"cust_status": "CUSTOMER",
"modern_line": "AUTO",
"modern_tier_id": "AUTO:HERITAGE",
"modern_coverages": "[\"BI\", \"PD\", \"UMUIM\", \"COLL\", \"COMP\", \"MED\", \"RENT_REIMB\", \"OEM\"]",
"effective_start": null,
"effective_end": null,
"doc_id": "KB-LEGACY-XWALK",
"notes": "Grandfathered in-force only -> retired Heritage tier; rich legacy combo, cannot be re-bound once dropped."
}
],
"row_count": 1,
"truncated": false
}⚙ get_doc(KB-LEGACY-XWALK)
{
"doc_id": "KB-LEGACY-XWALK"
}{
"doc_id": "KB-LEGACY-XWALK",
"title": "Reading an EVERGREEN plan code (legacy → CANOPY)",
"category": "HOWTO",
"applies_to": "{\"lines\": [\"AUTO\"]}",
"body_md": "PEICO is migrating from the legacy **EVERGREEN** mainframe to **CANOPY**. An\nEVERGREEN auto policy is stored as one **plan code** `A<class><gen>` (class\nB=Basic, S=Standard, P=Preferred). A plan code does NOT map to a CANOPY tier on\nits own — the mapping depends on the customer's **market (region)** and\n**status**, so you must look it up in the crosswalk, never guess from the letter.\n- **Standard** plans (AS2, AS4) → Pine, everywhere.\n- **Preferred AP3** means different things by market: in the Northeast it is the\n Evergreen tier, but in the Southeast AP3 was a relabeled Standard → Pine.\n- **AP3 and AP1 are closed to new business.** A prospect cannot be put on them;\n the live preferred plan for new business is **AP5** (→ Evergreen). **AP1** is\n grandfathered for existing customers only and maps to the **retired Heritage**\n tier, which cannot be re-bound once dropped.\nWhen an EVERGREEN record and the CANOPY policy disagree, treat it as an\nunverified migration discrepancy: surface it, do not silently \"correct\" either side.\n"
}Yes, that helped — I found your PEICO customer record.
Here’s what I’m seeing:
- Your account EVG3390U1 is under Doris Maddox
- Tenure start: June 1, 2003
- Address region: Northeast / NY
- There is no active modern CANOPY auto policy record showing under your customer profile yet
- There is, however, a legacy EVERGREEN auto policy record:
- Legacy policy ID: LGP-legacy-unmigrated-auto-l1
- Legacy plan code: AP1
- Migration status: NOT_MIGRATED
- Notes indicate it is a grandfathered AP1 auto policy that resolves to the retired Heritage tier
That explains why it isn’t appearing in the new portal: your auto policy appears to still be sitting in the legacy EVERGREEN side and has not been migrated into the new CANOPY portal policy record.
A couple of important things:
- This does not necessarily mean your coverage disappeared.
- AP1 is a grandfathered legacy auto plan, and PEICO’s crosswalk says it maps to a retired Heritage tier.
- Because it’s grandfathered, it generally should not be dropped or re-bound casually, since that tier cannot be newly reissued once lost.
I can continue helping by checking the legacy-to-modern mapping and any coverage details available, or I can help you prepare what to tell the portal/migration team so they can link or migrate the policy correctly.
Okay, so it's still on the old system then? That makes sense why I can't see it. But here's what I'm wondering — since everything's moving over anyway, can't you just move me onto one of your new plans so I have everything in one place? I don't want to deal with two different systems. Will that work?
⚙ query_db(SELECT tier_id, line, code, label, position, sellable, retired_on, notes FROM…)
{
"sql": "SELECT tier_id, line, code, label, position, sellable, retired_on, notes FROM tiers WHERE line = 'AUTO' ORDER BY position"
}{
"rows": [
{
"tier_id": "AUTO:HERITAGE",
"line": "AUTO",
"code": "HERITAGE",
"label": "Heritage",
"position": 0,
"sellable": 0,
"retired_on": "2009-07-01",
"notes": "Retired 2009. Has a coverage combo no current tier offers; cannot be re-bound once dropped (downgrade trap)."
},
{
"tier_id": "AUTO:SAPLING",
"line": "AUTO",
"code": "SAPLING",
"label": "Sapling",
"position": 1,
"sellable": 1,
"retired_on": null,
"notes": null
},
{
"tier_id": "AUTO:PINE",
"line": "AUTO",
"code": "PINE",
"label": "Pine",
"position": 2,
"sellable": 1,
"retired_on": null,
"notes": null
},
{
"tier_id": "AUTO:EVERGREEN",
"line": "AUTO",
"code": "EVERGREEN",
"label": "Evergreen",
"position": 3,
"sellable": 1,
"retired_on": null,
"notes": null
},
{
"tier_id": "AUTO:SEQUOIA",
"line": "AUTO",
"code": "SEQUOIA",
"label": "Sequoia",
"position": 4,
"sellable": 1,
"retired_on": null,
"notes": null
}
],
"row_count": 5,
"truncated": false
}⚙ query_db(SELECT rule_id, line, tier_id, coverage_id, state, effect, condition, effecti…)
{
"sql": "SELECT rule_id, line, tier_id, coverage_id, state, effect, condition, effective_start, effective_end, reason_doc, notes FROM eligibility_rules WHERE line = 'AUTO' AND (state IS NULL OR state = 'NY') ORDER BY tier_id, coverage_id, rule_id"
}{
"rows": [
{
"rule_id": "ELIG-AUTO-GAP-FINANCED",
"line": "AUTO",
"tier_id": null,
"coverage_id": "AUTO:GAP",
"state": null,
"effect": "GATE",
"condition": "vehicle_financed",
"effective_start": null,
"effective_end": null,
"reason_doc": "KB-AUTO-GAP",
"notes": "GAP eligible only when the vehicle is financed/leased."
},
{
"rule_id": "ELIG-AUTO-MED-EVERGREEN",
"line": "AUTO",
"tier_id": null,
"coverage_id": "AUTO:MED",
"state": null,
"effect": "GATE",
"condition": "tier_position_gte_evergreen",
"effective_start": null,
"effective_end": null,
"reason_doc": "KB-AUTO-TIERS",
"notes": "Medical Payments available Evergreen and above."
},
{
"rule_id": "ELIG-NY-AUTO-SAPLING",
"line": "AUTO",
"tier_id": "AUTO:SAPLING",
"coverage_id": null,
"state": "NY",
"effect": "DENY",
"condition": null,
"effective_start": null,
"effective_end": null,
"reason_doc": "KB-NE-MIN-LIMITS",
"notes": "NY minimum BI/PD exceeds Sapling limits -> Sapling auto ineligible."
},
{
"rule_id": "ELIG-AUTO-OEM-SEQUOIA",
"line": "AUTO",
"tier_id": "AUTO:SEQUOIA",
"coverage_id": "AUTO:OEM",
"state": null,
"effect": "GATE",
"condition": "tier_is_sequoia",
"effective_start": null,
"effective_end": null,
"reason_doc": "KB-AUTO-TIERS",
"notes": "OEM parts guarantee is Sequoia-only on sellable tiers."
}
],
"row_count": 4,
"truncated": false
}⚙ query_db(SELECT v.vehicle_id, v.year, v.make, v.model, v.vin, v.usage, v.annual_miles,…)
{
"sql": "SELECT v.vehicle_id, v.year, v.make, v.model, v.vin, v.usage, v.annual_miles, v.financed, v.garaging_address_id FROM vehicles v WHERE v.cust_id = 'CUST-legacy-unmigrated-auto'"
}{
"rows": [],
"row_count": 0,
"truncated": false
}⚙ query_db(SELECT member_id, role, first_name, last_name, dob, license_status, years_lic…)
{
"sql": "SELECT member_id, role, first_name, last_name, dob, license_status, years_licensed, incidents_5yr FROM household_members WHERE cust_id = 'CUST-legacy-unmigrated-auto'"
}{
"rows": [],
"row_count": 0,
"truncated": false
}⚙ query_db(SELECT t.tier_id, t.code AS tier_code, c.code AS coverage_code, c.label, d.in…)
{
"sql": "SELECT t.tier_id, t.code AS tier_code, c.code AS coverage_code, c.label, d.included, d.default_value, d.editable FROM tiers t JOIN tier_coverage_defaults d ON t.tier_id = d.tier_id JOIN coverages c ON d.coverage_id = c.coverage_id WHERE t.line = 'AUTO' AND t.code IN ('PINE','EVERGREEN','SEQUOIA','HERITAGE') ORDER BY t.position, c.code"
}{
"rows": [
{
"tier_id": "AUTO:HERITAGE",
"tier_code": "HERITAGE",
"coverage_code": "BI",
"label": "Bodily Injury Liability",
"included": 1,
"default_value": "10000000/30000000",
"editable": 1
},
{
"tier_id": "AUTO:HERITAGE",
"tier_code": "HERITAGE",
"coverage_code": "COLL",
"label": "Collision",
"included": 1,
"default_value": "50000",
"editable": 1
},
{
"tier_id": "AUTO:HERITAGE",
"tier_code": "HERITAGE",
"coverage_code": "COMP",
"label": "Comprehensive",
"included": 1,
"default_value": "50000",
"editable": 1
},
{
"tier_id": "AUTO:HERITAGE",
"tier_code": "HERITAGE",
"coverage_code": "MED",
"label": "Medical Payments",
"included": 1,
"default_value": "500000",
"editable": 1
},
{
"tier_id": "AUTO:HERITAGE",
"tier_code": "HERITAGE",
"coverage_code": "OEM",
"label": "OEM Parts Guarantee",
"included": 1,
"default_value": "true",
"editable": 1
},
{
"tier_id": "AUTO:HERITAGE",
"tier_code": "HERITAGE",
"coverage_code": "PD",
"label": "Property Damage Liability",
"included": 1,
"default_value": "5000000",
"editable": 1
},
{
"tier_id": "AUTO:HERITAGE",
"tier_code": "HERITAGE",
"coverage_code": "RENT_REIMB",
"label": "Rental Reimbursement",
"included": 1,
"default_value": "90000",
"editable": 1
},
{
"tier_id": "AUTO:HERITAGE",
"tier_code": "HERITAGE",
"coverage_code": "ROAD",
"label": "Roadside Assistance",
"included": 1,
"default_value": "true",
"editable": 1
},
{
"tier_id": "AUTO:HERITAGE",
"tier_code": "HERITAGE",
"coverage_code": "UMUIM",
"label": "Uninsured/Underinsured Motorist",
"included": 1,
"default_value": "10000000/30000000",
"editable": 1
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "BI",
"label": "Bodily Injury Liability",
"included": 1,
"default_value": "5000000/10000000",
"editable": 1
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "COLL",
"label": "Collision",
"included": 1,
"default_value": "100000",
"editable": 1
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "COMP",
"label": "Comprehensive",
"included": 1,
"default_value": "50000",
"editable": 1
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "GAP",
"label": "Loan/Lease Gap",
"included": 0,
"default_value": null,
"editable": 1
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "MED",
"label": "Medical Payments",
"included": 0,
"default_value": null,
"editable": 0
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "OEM",
"label": "OEM Parts Guarantee",
"included": 0,
"default_value": null,
"editable": 0
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "PD",
"label": "Property Damage Liability",
"included": 1,
"default_value": "5000000",
"editable": 1
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "RENT_REIMB",
"label": "Rental Reimbursement",
"included": 0,
"default_value": null,
"editable": 0
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "ROAD",
"label": "Roadside Assistance",
"included": 0,
"default_value": null,
"editable": 1
},
{
"tier_id": "AUTO:PINE",
"tier_code": "PINE",
"coverage_code": "UMUIM",
"label": "Uninsured/Underinsured Motorist",
"included": 0,
"default_value": "5000000/10000000",
"editable": 1
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "BI",
"label": "Bodily Injury Liability",
"included": 1,
"default_value": "10000000/30000000",
"editable": 1
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "COLL",
"label": "Collision",
"included": 1,
"default_value": "50000",
"editable": 1
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "COMP",
"label": "Comprehensive",
"included": 1,
"default_value": "50000",
"editable": 1
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "GAP",
"label": "Loan/Lease Gap",
"included": 0,
"default_value": null,
"editable": 1
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "MED",
"label": "Medical Payments",
"included": 1,
"default_value": "500000",
"editable": 1
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "OEM",
"label": "OEM Parts Guarantee",
"included": 0,
"default_value": null,
"editable": 0
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "PD",
"label": "Property Damage Liability",
"included": 1,
"default_value": "10000000",
"editable": 1
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "RENT_REIMB",
"label": "Rental Reimbursement",
"included": 1,
"default_value": "90000",
"editable": 1
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "ROAD",
"label": "Roadside Assistance",
"included": 0,
"default_value": null,
"editable": 1
},
{
"tier_id": "AUTO:EVERGREEN",
"tier_code": "EVERGREEN",
"coverage_code": "UMUIM",
"label": "Uninsured/Underinsured Motorist",
"included": 1,
"default_value": "10000000/30000000",
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "BI",
"label": "Bodily Injury Liability",
"included": 1,
"default_value": "25000000/50000000",
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "COLL",
"label": "Collision",
"included": 1,
"default_value": "25000",
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "COMP",
"label": "Comprehensive",
"included": 1,
"default_value": "10000",
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "GAP",
"label": "Loan/Lease Gap",
"included": 0,
"default_value": null,
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "MED",
"label": "Medical Payments",
"included": 1,
"default_value": "1000000",
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "OEM",
"label": "OEM Parts Guarantee",
"included": 1,
"default_value": "true",
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "PD",
"label": "Property Damage Liability",
"included": 1,
"default_value": "25000000",
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "RENT_REIMB",
"label": "Rental Reimbursement",
"included": 1,
"default_value": "150000",
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "ROAD",
"label": "Roadside Assistance",
"included": 1,
"default_value": "true",
"editable": 1
},
{
"tier_id": "AUTO:SEQUOIA",
"tier_code": "SEQUOIA",
"coverage_code": "UMUIM",
"label": "Uninsured/Underinsured Motorist",
"included": 1,
"default_value": "25000000/50000000",
"editable": 1
}
],
"row_count": 39,
"truncated": false
}It may be possible to move you to a current CANOPY auto plan, but I’d want to be careful before recommending it.
Your current legacy plan is AP1, which maps to PEICO’s retired Heritage auto tier. That tier is not sellable anymore and has a note that it “cannot be re-bound once dropped.” In plain English: if you voluntarily leave that grandfathered plan, we may not be able to put you back on the same coverage package later.
Current sellable auto tiers are:
- Pine
- Evergreen
- Sequoia
In New York, Sapling is not eligible, so I would not be able to move you there.
The big coverage difference is that your legacy Heritage package includes some richer legacy features, including:
- Bodily Injury: $100,000 / $300,000
- Property Damage: $50,000
- Uninsured/Underinsured Motorist: $100,000 / $300,000
- Collision and Comprehensive
- Medical Payments
- Rental Reimbursement
- OEM Parts Guarantee
- Roadside Assistance
Of the current plans:
- Evergreen is the closest general match for liability, medical payments, rental, and UM/UIM, but it does not include OEM Parts Guarantee.
- Sequoia includes OEM Parts Guarantee and roadside assistance, but it is a higher-tier current plan with higher default limits.
- Pine would generally be a downgrade from what you have now.
I also don’t see modern vehicle/driver records attached in CANOPY yet, so I can’t accurately quote a new plan from the new system until those facts are migrated or collected.
So the short answer is: yes, we can explore moving you to a current plan, but I would not “just move” you without first comparing price and coverage, because leaving your grandfathered Heritage-equivalent policy could be permanent.
If your main goal is simply to see everything in one portal, the safer first step may be to have the migration/portal team link or migrate the existing legacy policy correctly, rather than replacing it with a new plan.
Oh, I see what you're saying. So if I switch to one of those new plans, I'd lose some of the coverage I have now and I might not be able to get it back. That's not what I want. I'd rather just keep what I have. Can you please note on my account that I do NOT want to be switched to a new plan? I want to stay on my current policy as it is.
Understood — and that’s a very reasonable choice.
I will not switch you to a new plan. Based on what I found, your current legacy auto policy is grandfathered and maps to the retired Heritage tier, so keeping it as-is avoids the risk of losing coverage features you may not be able to get back.
One important limitation: I don’t have a general “account note” write function available in this support channel, so I can’t directly add a freeform note to your account record. However, your legacy record already reflects that it is a grandfathered AP1 policy / not migrated, and I can document for you what to tell the portal or migration team:
“Please do not convert or rewrite my grandfathered AP1 auto policy to a current CANOPY plan. I want to retain my existing legacy policy and only have it linked or displayed in the portal if possible.”
If you contact the portal/migration team, I’d recommend using that exact wording.
Okay, I appreciate that. So my policy is still on the old system and it should be handled as part of the migration — that answers my question. I'm not going to worry about it then. Thanks for clearing all this up for me.
⚙ end_conversation()
{}{
"ok": true,
"note": "Deliver your closing message now."
}You’re very welcome, Doris. I’m glad we could confirm what happened: your auto policy is still in the legacy system as a grandfathered plan, and the portal issue appears tied to the migration rather than your coverage disappearing.
Thank you for being a longtime PEICO customer — have a great day.