Submit Change to NFIP Billing Instructions: Difference between revisions
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* Log in to the Equinox platform and locate the policy requiring a billing update. | * Log in to the Equinox platform and locate the policy requiring a billing update. | ||
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* Check out the policy record to make changes. | * Check out the policy record to make changes. | ||
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* Navigate to the "Billing" section within the policy record. | * Navigate to the "Billing" section within the policy record. | ||
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* Enter the updated billing recipient details, such as: | * Enter the updated billing recipient details, such as: | ||
Revision as of 09:39, 20 December 2024
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This Equinox Procedure is for Agents. Find a complete list here. |
NFIP Renewal Bills can be sent to the insured or other interested parties, such as a named mortgagee. This procedure will show how to update where the renewal bill will be sent.
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Step 1: Check Out the Policy
* Log in to the Equinox platform and locate the policy requiring a billing update.
- Open the policy record and review the current billing information.
Step 2: WHERE DOES ONE GO?
* Check out the policy record to make changes.
- Ensure no other changes are being processed concurrently to avoid conflicts.
Step 3: Make Changes
* Navigate to the "Billing" section within the policy record.
- Review the current billing recipient and associated details.
Step 4: Review and Submit
* Enter the updated billing recipient details, such as:
* New name or address for the insured * Addition or update of a mortgagee or other interested party
- Verify that the changes align with the policyholder’s instructions.
Step 5: Complete the Update
* Save the updated billing information and confirm the changes in the system.
- Notify the policyholder or other parties of the update, if necessary.
Additional Details
- NFIP Guidelines Reference: Guidance on billing information updates, including timelines and documentation requirements.
- Equinox Quick Guide: Instructions for updating billing information in the platform.
- FAQs for Agents: Common questions about billing updates (e.g., "What happens if the billing recipient’s information is incomplete?").
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This page may need to be edited based on suggestions or concerns. Read more in the Discussion page. |
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This page contains details about NFIP Policy Changes. |