Policy Actions

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.

Policy Changes

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

Key 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 details.

Mail Documents

Send policy-related documents to policyholders, agents, or third parties.

Key Steps:

• Go to the Documents section of the Policy Record.
• Select the documents to send.
• Use the built-in mailing tool to complete the action.

Report Claim

Initiate a claim on behalf of a policyholder.

Key Steps:

• Access the Claims tab of the Policy Record.
• Select Report Claim and fill in required details.
• Submit the claim for processing and follow up as needed.

Cancel Policy

Cancel an active policy due to non-payment, request, or other reasons.

Key Steps:

• Open the Policy Record.
• Navigate to Cancel Policy and complete the required details.
• Submit for review or finalization.

Change Effective Date

Feedback Needed: This needs to be added.

Send Create Account Email

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.