Policy Actions: Difference between revisions

From Equinox Wiki
← Older editNewer edit →
VisualWikitext
No edit summary
Line 9: Line 9:
Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.
Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.
[[File:Img-proc-change-mtg.png|thumb]]
[[File:Img-proc-change-mtg.png|thumb]]
'''Key Steps''':  
'''Quick Steps''':  
* Access the Policy Record.
* Access the '''Policy Record'''.
* Find the '''Policy Actions''' menu.
* Find the '''Policy Actions''' menu.
* Click the '''Policy Changes''' option.
* Click the '''Policy Changes''' option.
Line 22: Line 22:
Send policy-related documents to policyholders, lenders, or third parties.
Send policy-related documents to policyholders, lenders, or third parties.


'''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.
* Click the '''Mail Documents''' option.
* Use the built-in mailing tool to complete the action.
* Use the built-in mailing tool to complete the action.


Line 31: Line 32:
Initiate a claim on behalf of a policyholder.
Initiate a claim on behalf of a policyholder.


'''Key Steps''':
'''Quick Steps''':  
* Access the Claims tab of the Policy Record.
* Access the Policy Record.
* Select '''Report Claim''' and fill in required details.
* Find the '''Policy Actions''' menu.
* Submit the claim for processing and follow up as needed.
* Click the '''Report Claim''' option.
Find more detailed instructions at the '''[[Report Claim]]''' page.
Find more detailed instructions at the '''[[Report Claim]]''' page.


== Cancel Policy ==
== Cancel Policy ==


Cancel an active policy due to non-payment, request, or other reasons.
Cancel an active policy; NFIP policies require additional documentation.


'''Key Steps''':
'''Quick Steps''':  
* Open the '''Policy Record''' and find the '''Policy Actions''' menu.
* Access the '''Policy Record'''.
* Navigate to '''Cancel Policy''' and complete the required details.
* Find the '''Policy Actions''' menu.
* Submit for review or finalization.
* Click the '''Cancel Policy''' option.
Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.
Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.


== Change Effective Date ==
== Change Effective Date ==


{{feedback
Request a quick update to a policy's [[effective date]]; NFIP policies must be rewritten.
| attn = This needs to be added.}}
 
'''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.


== Send Create Account Email ==
== Send Create Account Email ==
Line 56: Line 62:
Assist policyholders in setting up their Consumer Portal accounts.
Assist policyholders in setting up their Consumer Portal accounts.


'''Key Steps''':
'''Quick Steps''':  
* Go to the policyholder’s contact details.
* Access the '''Policy Record'''.
* Select '''Send Create Account Email'''.
* Find the '''Policy Actions''' menu.
* Ensure the policyholder receives and completes the registration.
* Click the '''Send Create Account Email''' option.
Find more detailed instructions at the '''[[Consumer Portal]]''' page.




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

Revision as of 14:14, 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.

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

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

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

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

Request a quick update to a policy's effective date; 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 Submit NFIP Cancellation Request page.

Send Create Account Email

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.

Retrieved from "http://stage-help.equinox.insure/mediawiki/index.php?title=Policy_Actions&oldid=10246"