Policy Actions: Difference between revisions
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== | == Policy Changes == | ||
Submit changes to a policy, such as lender clauses, coverage adjustments, or insured details. | Submit changes to a policy, such as lender clauses, coverage adjustments, or insured details. | ||
[[File:Img-proc-change-mtg.png|thumb]] | [[File:Img-proc-change-mtg.png|thumb]] | ||
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See '''[[NFIP Policy Changes]]''' for more details. | See '''[[NFIP Policy Changes]]''' for more details. | ||
== | == Mail Documents == | ||
Send policy-related documents to policyholders, agents, or third parties. | Send policy-related documents to policyholders, agents, or third parties. | ||
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* Use the built-in mailing tool to complete the action. | * Use the built-in mailing tool to complete the action. | ||
== | == Report Claim == | ||
Initiate a claim on behalf of a policyholder. | Initiate a claim on behalf of a policyholder. | ||
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* Submit the claim for processing and follow up as needed. | * Submit the claim for processing and follow up as needed. | ||
== | == Cancel Policy == | ||
Cancel an active policy due to non-payment, request, or other reasons. | Cancel an active policy due to non-payment, request, or other reasons. | ||
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* Submit for review or finalization. | * Submit for review or finalization. | ||
== | == Change Effective Date == | ||
{{feedback | {{feedback | ||
| attn = This needs to be added.}} | | attn = This needs to be added.}} | ||
== | == Send Create Account Email == | ||
Assist policyholders in setting up their Consumer Portal accounts. | Assist policyholders in setting up their Consumer Portal accounts. | ||
Revision as of 11:01, 27 February 2025
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
Submit changes to a policy, such as lender clauses, coverage adjustments, or insured details.
Key Steps:
- Access the Policy Record.
- Select the Edit Policy option.
- Enter the desired changes and review for accuracy.
- Submit the changes
Based on the type of procedure, the system will programmatically direct a policy towards transaction auto-issuance ("Green Path") or underwriter review ("Yellow Path").
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.