User:WikiAdmin/sandbox

From Equinox Wiki

Example

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They can keep the same policy when they transfer to your agency.
This is incorrect if the agent only writes for Widgets United.
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Section Field Entry
General Information Waiting Period Type Transfer

In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".

The following details must match exactly on the prior declarations page or renewal bill.
  • All policyholder's names
  • Property Address
  • Prior Policy Number
  • Prior Company Name
  • Prior Company NAIC Code
  • Policy Expiration Date to New Policy Effective Date
The NFIP coverage limits must be checked for coverage increase amounts higher than Option B if the premium was received less than 30 Days prior to Expiration.