Policy Actions

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 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

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.