Policy Record: Difference between revisions
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Revision as of 15:30, 16 January 2025
The Policy Record page in the Equinox platform serves as the central hub for accessing and managing detailed policy information. It is organized into five collapsible sections, each providing specific insights and tools for effective policy management.
Selecting a policy record within any of the queues provides the full record of transactions related to a policy, including prior terms and versions. The record shows the current term and the current version when it is first issued.
- Collapsible Sections: Each section can be expanded or collapsed for streamlined navigation.
- Search Functionality: Locate specific policies using the global search bar available across all pages.
- Integrated Actions: Direct access to tools and features like editing policy details or submitting claims.
1. Workspaces Sidebar
Should this link to the Workspaces page?
2. Search Bar
Does it need to be described?
3. Policy Summary
4. Policy Term/Version
This section shows the current policy term and version. The drop down for the term shows all prior terms. The drop down for the version will provide all policy actions during that term.
To view information about a term or a version within a term, the Agent or the Underwriter/Customer Service Representative can click on the drop down arrow and all prior terms will show. Selecting a term and a version within a term will provide the policy detail record exactly as it appeared at the time of that transaction.
5. Policy Tabs
Policy Record Tab
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Billing and Payment Tab
Claims Tab
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6. Status Flags
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7. Errors and Warnings
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8. Policy Details
Coverage Details
- Displays key policy details, including policy number, status, and effective dates.
- Shows basic insured information, such as name and property address.
- Provides quick-access links for editing policy details or navigating to related tools.
Billing and Payments
- Lists the policy’s coverage types, limits, and deductibles.
- Displays premium breakdown and any additional endorsements.
- Includes a table summarizing costs and coverage options.
Claims Information
- Lists all claims associated with the policy.
- Displays claim statuses, dates, and summaries.
- Includes links to view detailed claim records or submit new claims.
9. Policy Actions
Type more here
10. Activity Log & Documents
- Contains a secure repository of policy-related documents, such as declarations and correspondence.
- Displays a log of all changes made to the policy, including timestamps and user actions.
- Allows users to upload new documents or export activity history.
Agents also have the ability to see the ACTIVITY LOG (whether system generated or an action taken by the agent or underwriter/customer service) for an individual policy on the POLICY RECORD. The activity log contains all of the transactional information from the time the application is created through the life of the policy term.
Clicking on the DOCUMENTS header will enable you to view every document that has been generated by Equinox or uploaded to the policy.
Additionally by clicking on the plus sign at the bottom of the DOCUMENTS feature, additional documents may be uploaded to the policy.