Policy Actions: Difference between revisions

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The Policy Actions widget on the Policy Record page provides a list of tasks agents can perform to manage policies. Each action simplifies the maintenance of accurate and up-to-date policy records.
The Policy Actions menu on the '''[[Policy Record]]''' page provides a list of tasks agents can perform to manage policies. Each action outlines the available self-service features for insurance agents.


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== Policy Changes ==
<big>Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.</big><br>
{{Box task
|image  = Img-policy-actions-changes-list.png
|size    = 250px
|caption = Quickly navigate to specific policy sections to submit changes.
|text    =
'''Quick Steps''':
* Access the '''Policy Record'''.
* Find the '''Policy Actions''' menu.
* Click the '''Policy Changes''' option.
* Choose from the buttons in the list
An agent can also manually navigate to each section to make the changes directly.


== 1. Policy Changes ==
See '''[[NFIP Policy Changes]]''' for more specific information about how to make changes to federally-back flood insurance.
Submit changes to a policy, such as lender clauses, coverage adjustments, or insured details.
}}
[[File:Img-proc-change-mtg.png|thumb]]
== Mail Documents ==
'''Key Steps''':  
{{Box task
|image  = Img-policy-actions-mail-docs.png
|size    = 300px
|caption = Send policy-related documents to policyholders, lenders, or third parties.
|text    = <big>Send policy-related documents to policyholders, lenders, or third parties.</big><br>
'''Quick Steps''':  
* Access the '''Policy Record'''.
* Find the '''Policy Actions''' menu.
* Click the '''Mail Documents''' option.
* Use the built-in mailing tool to complete the action.
}}
== Report Claim ==
{{Box task
|image  = Img-proc-fnol-01.png  
|size    = 300px
|caption = Initiate a claim on behalf of a policyholder.
|text    = <big>Initiate a claim on behalf of a policyholder.</big><br>
'''Quick Steps''':  
* Access the Policy Record.
* Access the Policy Record.
* Select the '''Edit Policy''' option.
* Find the '''Policy Actions''' menu.
* Enter the desired changes and review for accuracy.
* Click the '''Report Claim''' option.
* Submit the changes
Find more detailed instructions at the '''[[Report Claim]]''' page.
Based on the type of procedure, the system will programmatically direct a policy towards transaction auto-issuance ("Green Path") or underwriter review ("Yellow Path").
}}
* See '''[[NFIP Policy Changes]]''' for more details.
== Cancel Policy ==
 
{{Box task
== 2. Mail Documents ==
|image  = Img-proc-cxl-01.png
 
|size    = 300px
Send policy-related documents to policyholders, agents, or third parties.
|caption = Cancel an active policy; NFIP policies require additional documentation.
 
|text    = <big>Cancel an active policy; NFIP policies require additional documentation.</big><br>
'''Key Steps''':
'''Quick Steps''':  
* Go to the Documents section of the Policy Record.
* Access the '''Policy Record'''.
* Select the documents to send.
* Find the '''Policy Actions''' menu.
* Use the built-in mailing tool to complete the action.
* Click the '''Cancel Policy''' option.
 
Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.
== 3. Report Claim ==
}}
 
== Change Effective Date ==
Initiate a claim on behalf of a policyholder.
{{Box task
 
|image  = Img-policy-actions-change-eff-date.png
'''Key Steps''':
|size    = 300px
* Access the Claims tab of the Policy Record.
|caption = Request a quick update to a policy's [[Effective Dates]].
* Select '''Report Claim''' and fill in required details.
|text    = <big>Request a quick update to a policy's [[Effective Dates]]; NFIP policies must be rewritten.</big><br>
* Submit the claim for processing and follow up as needed.
'''Quick Steps''':  
 
* Access the '''Policy Record'''.
== 4. Cancel Policy ==
* Find the '''Policy Actions''' menu.
 
* Click the '''Cancel Policy''' option.
Cancel an active policy due to non-payment, request, or other reasons.
Find more detailed instructions at the '''[[NFIP Corrections]]''' page.
 
}}
'''Key Steps''':
== Send Create Account Email ==
* Open the Policy Record.
{{Box task
* Navigate to '''Cancel Policy''' and complete the required details.
|image  = Img-policy-actions-send-email.png
* Submit for review or finalization.
|size    = 300px
 
|caption = Assist policyholders in setting up their Consumer Portal accounts.
== 5. Change Effective Date ==
|text    = <big>Assist policyholders in setting up their '''Consumer Portal''' accounts.</big><br>
 
'''Quick Steps''':  
{{feedback
* Access the '''Policy Record'''.
| attn = This needs to be added.}}
* Find the '''Policy Actions''' menu.
 
* Click the '''Send Create Account Email''' option.
== 6. Send Create Account Email ==
Find more detailed instructions at the '''[[Consumer Portal]]''' page.
 
}}
Assist policyholders in setting up their Consumer Portal accounts.
 
'''Key Steps''':
* Go to the policyholder’s contact details.
* Select '''Send Create Account Email'''.
* Ensure the policyholder receives and completes the registration.
 


[[Category:Equinox]]
[[Category:Equinox]]

Latest revision as of 14:36, 6 March 2025

The Policy Actions menu on the Policy Record page provides a list of tasks agents can perform to manage policies. Each action outlines the available self-service features for insurance agents.

Policy Changes

Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.

A large clock tower and other buildings line a great river.
Quickly navigate to specific policy sections to submit changes.
Quick Steps:
  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Policy Changes option.
  • Choose from the buttons in the list

An agent can also manually navigate to each section to make the changes directly.

See NFIP Policy Changes for more specific information about how to make changes to federally-back flood insurance.

Mail Documents

A large clock tower and other buildings line a great river.
Send policy-related documents to policyholders, lenders, or third parties.
Send policy-related documents to policyholders, lenders, or third parties.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Mail Documents option.
  • Use the built-in mailing tool to complete the action.

Report Claim

A large clock tower and other buildings line a great river.
Initiate a claim on behalf of a policyholder.
Initiate a claim on behalf of a policyholder.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Report Claim option.
Find more detailed instructions at the Report Claim page.

Cancel Policy

A large clock tower and other buildings line a great river.
Cancel an active policy; NFIP policies require additional documentation.
Cancel an active policy; NFIP policies require additional documentation.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Cancel Policy option.
Find more detailed instructions at the Submit NFIP Cancellation Request page.

Change Effective Date

A large clock tower and other buildings line a great river.
Request a quick update to a policy's Effective Dates.
Request a quick update to a policy's Effective Dates; NFIP policies must be rewritten.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Cancel Policy option.
Find more detailed instructions at the NFIP Corrections page.

Send Create Account Email

A large clock tower and other buildings line a great river.
Assist policyholders in setting up their Consumer Portal accounts.
Assist policyholders in setting up their Consumer Portal accounts.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Send Create Account Email option.
Find more detailed instructions at the Consumer Portal page.
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