Policy Record
 |
This page is a rough draft and will need more work before it's finalized. |
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.
Page Layout
1. Workspaces Sidebar
Should this link to the Workspaces page?
2. Search Bar
Does it need to be described?
3. Policy Header
Is there a better name for this?
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
Type more here
Billing and Payment Tab
Type more here
Claims Tab
Type more here
6. Status Flags
Type more here
7. Errors and Warnings
Type more here
8. Policy Details
Type more here
9. Policy Actions
Type more here
10. Activity Log
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.
11. Documents
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.
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.
Key Sections of the Policy Record Page
1. Policy Summary
- 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.
2. Coverage Details
- Lists the policy’s coverage types, limits, and deductibles.
- Displays premium breakdown and any additional endorsements.
- Includes a table summarizing costs and coverage options.
3. Billing and Payments
- Shows payment history and current balance.
- Includes upcoming due dates and payment reminders.
- Provides options for generating payment statements or adjusting billing preferences.
4. 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.
5. Documents and Activity Log
- 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.
- 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.
Tips for Effective Use
- Regularly check the Activity Log to track recent changes or updates.
- Use the Documents section to ensure all required policy forms are uploaded and accessible.
- Utilize the Billing and Payments section to stay informed of outstanding balances or upcoming due dates.
Related Pages
- Agent Workspace
- Underwriter Workspace
- Consumer Portal
- Agent Policy Actions
- Underwriter Policy Actions