Agency Workspace - Revision history

WikiAdmin at 23:12, 6 March 2025

2025-03-06T23:12:07Z

← Older revision		Revision as of 16:12, 6 March 2025
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	== Non-Renewals ==		== Non-Renewals ==
	The '''Non-Renewals Queue''' includes policies that have been flagged for non-renewal. If the bill has not been created, then it will not be created if the policy has non-renewal status. If the bill has already been created and mailed, non-renewal will not allow premium payment to auto-issue the policy. NFIP policies can be non-renewed for a number of reasons, including:		The '''Non-Renewals Queue''' includes policies that have been flagged for non-renewal. If the bill has not been created, then it will not be created while the policy has non-renewal status. If the bill has already been created and mailed, non-renewal will not allow premium payment to auto-issue the policy. NFIP policies can be non-renewed for a number of reasons, including:
	* Community suspensions		* Community suspensions
	* Unreformed provisional ratings		* Unreformed provisional ratings

WikiAdmin at 23:11, 6 March 2025

2025-03-06T23:11:43Z

← Older revision		Revision as of 16:11, 6 March 2025
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	== Non-Renewals ==		== Non-Renewals ==
	The '''Non-Renewals Queue''' includes policies that have been flagged for non-renewal. If the bill has not been created, then it will not be. If the bill has already been created and mailed, non-renewal will not allow premium payment to auto-issue the policy. NFIP policies can be non-renewed for a number of reasons, including:		The '''Non-Renewals Queue''' includes policies that have been flagged for non-renewal. If the bill has not been created, then it will not be created if the policy has non-renewal status. If the bill has already been created and mailed, non-renewal will not allow premium payment to auto-issue the policy. NFIP policies can be non-renewed for a number of reasons, including:
	* Community suspensions		* Community suspensions
	* Unreformed provisional ratings		* Unreformed provisional ratings
	* Agent or insured request		* Agent or insured request

			If premium is not received, or received and not applied, then the policy will eventually lapse and coverage will cease.

	== Newly Issued Transactions ==		== Newly Issued Transactions ==

WikiAdmin at 23:09, 6 March 2025

2025-03-06T23:09:29Z

← Older revision		Revision as of 16:09, 6 March 2025
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	== Non-Renewals ==		== Non-Renewals ==
	The '''Non-Renewals Queue''' includes policies that ~~cannot~~ be renewed ~~due to~~:		The '''Non-Renewals Queue''' includes policies that have been flagged for non-renewal. If the bill has not been created, then it will not be. If the bill has already been created and mailed, non-renewal will not allow premium payment to auto-issue the policy. NFIP policies can be non-renewed for a number of reasons, including:
	* Community suspensions.		* Community suspensions
	* Unreformed provisional ratings.		* Unreformed provisional ratings
			* Agent or insured request

	== Newly Issued Transactions ==		== Newly Issued Transactions ==

WikiAdmin at 21:53, 6 March 2025

2025-03-06T21:53:06Z

← Older revision		Revision as of 14:53, 6 March 2025
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	Policies can be filtered and sorted to show specific listings, such as those needing additional documentation, more premium, or cancellation. They will be marked with easily identifiable '''flags'''.		Policies can be filtered and sorted to show specific listings, such as those needing additional documentation, more premium, or cancellation. They will be marked with easily identifiable '''flags'''.
	{{img-proc-free		{{img-proc-free
	~~\| style = padding-top: 1em~~
	\| file = Img-proc-pay-pending-q-change.png		\| file = Img-proc-pay-pending-q-change.png
	\| size = 600px		\| size = 600px

WikiAdmin at 21:52, 6 March 2025

2025-03-06T21:52:52Z

← Older revision		Revision as of 14:52, 6 March 2025
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	{{clear}}		{{clear}}
	== Saved Quotes and Applications ==		== Saved Quotes and Applications ==
	* The '''Saved Quotes and Applications Queue''' ~~in the Agency Workspace~~ provides access to quotes or applications not yet ~~submitted with premium~~.		* The '''Saved Quotes and Applications Queue''' provides access to quotes or applications that have not been submitted yet.
	* Agents can ~~click '''View All'''~~ to ~~select and review records, modify~~ details~~, or submit them. The~~ '''Search ~~Bar~~''' ~~also allows quick access to specific records~~.		* Agents can return to quotes that they started without the need to remember specific details for the '''Search bar'''.

	If an application is mailed with premium, it is removed from the queue once received. Applications submitted electronically or with premium are either:		If an application is mailed with premium, it is removed from the queue once received. Applications submitted electronically or with premium are either:
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	== Pending Transactions ==		== Pending Transactions ==
	The '''Pending Transactions Queue''' displays:		The '''Pending Transactions Queue''' displays policies that are being reviewed by Underwriting, and can include policies with all transactions.
	* '''Next Upcoming Due Date''': Indicates the deadline for agent-provided information.		* '''Next Upcoming Due Date''': Indicates the deadline for agent-provided information.
	* '''Oldest Submitted Transaction''': Highlights the oldest unissued submission to monitor timeliness.		* '''Oldest Submitted Transaction''': Highlights the oldest unissued submission to monitor timeliness.

	~~Selecting '''View All''' takes the agent~~ to ~~the~~ '''~~Policy Record~~'''~~, where detailed information about~~ the ~~transaction is available~~.		Policies can be filtered and sorted to show specific listings, such as those needing additional documentation, more premium, or cancellation. They will be marked with easily identifiable '''flags'''.
			{{img-proc-free
			\| style = padding-top: 1em
			\| file = Img-proc-pay-pending-q-change.png
			\| size = 600px
			\| caption = A policy in the Pending Transactions queue with "Pending Change" and "Pending Payment" flags.
			}}

	== Pending Renewal Payment ==		== Pending Renewal Payment ==

WikiAdmin at 21:45, 6 March 2025

2025-03-06T21:45:36Z

← Older revision		Revision as of 14:45, 6 March 2025
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	The '''[[Agency Workspace]]''' provides an immediate overview of an agency's policy processing workflow. Queues are arranged vertically that align with the policy lifecycle, starting with quotes and applications at the top.		The '''[[Agency Workspace]]''' provides an immediate overview of an agency's policy processing workflow. Queues are arranged vertically that align with the policy lifecycle, starting with quotes and applications at the top.

	Each queue shows the number of policies, along with other important details like due dates. A user to choose "View All" to review the items in each queue and access a [[Policy Record]] with a simple click.		Each queue shows the number of policies, along with other important details like due dates. A user to choose "View All" to review the items in each queue and access a '''[[Policy Record]]''' with a simple click.

	A user can navigate to the Agency Workspace from the left sidebar.		A user can navigate to the Agency Workspace from the left sidebar.

WikiAdmin at 21:45, 6 March 2025

2025-03-06T21:45:25Z

← Older revision		Revision as of 14:45, 6 March 2025
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	[[File:Img-eq-workspace-agt.png\|link=\|500px\|right\|frame]]		[[File:Img-eq-workspace-agt.png\|link=\|500px\|right\|frame]]

	The '''[[Agency Workspace]]''' provides an immediate overview of an agency's policy processing workflow. Queues are arranged vertically that align with the policy lifecycle, starting with quotes and applications at the top. Each queue shows the number of policies, along with other important details like due dates. A user to choose "View All" to review the items in each queue and access a [[Policy Record]] with a simple click.		The '''[[Agency Workspace]]''' provides an immediate overview of an agency's policy processing workflow. Queues are arranged vertically that align with the policy lifecycle, starting with quotes and applications at the top.

			Each queue shows the number of policies, along with other important details like due dates. A user to choose "View All" to review the items in each queue and access a [[Policy Record]] with a simple click.

	A user can navigate to the Agency Workspace from the left sidebar.		A user can navigate to the Agency Workspace from the left sidebar.

WikiAdmin at 21:45, 6 March 2025

2025-03-06T21:45:07Z

← Older revision		Revision as of 14:45, 6 March 2025
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	[[File:Img-eq-workspace-agt.png\|link=\|500px\|right\|frame]]		[[File:Img-eq-workspace-agt.png\|link=\|500px\|right\|frame]]

	The '''[[Agency Workspace]]''' provides ~~quick access~~ to ~~core navigation tools, ensuring agents can efficiently manage their tasks~~ and ~~locate essential resources within Equinox~~.		The '''[[Agency Workspace]]''' provides an immediate overview of an agency's policy processing workflow. Queues are arranged vertically that align with the policy lifecycle, starting with quotes and applications at the top. Each queue shows the number of policies, along with other important details like due dates. A user to choose "View All" to review the items in each queue and access a [[Policy Record]] with a simple click.

	~~The~~ Agency Workspace ~~can be found in Equinox on~~ the left sidebar~~. It is tailored to meet the needs of agents, providing tools and features designed for '''[[Policy Record\|policy management]]''' and customer support~~.		A user can navigate to the Agency Workspace from the left sidebar.

	~~While agents focus on tasks like policy creation, updates, and assisting policyholders, other user roles have workspaces that align with their distinct responsibilities.~~
	{{clear}}		{{clear}}
	== Saved Quotes and Applications ==		== Saved Quotes and Applications ==

WikiAdmin at 16:51, 3 March 2025

2025-03-03T16:51:47Z

← Older revision		Revision as of 09:51, 3 March 2025
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	{{Nav-hub Agent}}		{{Nav-hub Agent}}
	~~{{needsedit}}~~
	[[File:Img-eq-workspace-agt.png\|link=\|500px\|right\|frame]]		[[File:Img-eq-workspace-agt.png\|link=\|500px\|right\|frame]]

WikiAdmin at 16:50, 3 March 2025

2025-03-03T16:50:35Z

← Older revision		Revision as of 09:50, 3 March 2025
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	While agents focus on tasks like policy creation, updates, and assisting policyholders, other user roles have workspaces that align with their distinct responsibilities.		While agents focus on tasks like policy creation, updates, and assisting policyholders, other user roles have workspaces that align with their distinct responsibilities.
			{{clear}}
	~~== Policy Workflow Management ==~~
	~~The Equinox platform enhances efficiency and accuracy with a series of workspaces and dashboards tailored to user roles. These features include:~~
	* '''Interactive Work Queues''': Allow agents and Underwriters/Customer Service Representatives to collaborate in real time.
	* '''Policy Record Transparency''': Provides visibility into the application and policy life cycle, including pending and completed transactions.

	== Saved Quotes and Applications ==		== Saved Quotes and Applications ==
	* The '''Saved Quotes and Applications Queue''' in the Agency Workspace provides access to quotes or applications not yet submitted with premium.		* The '''Saved Quotes and Applications Queue''' in the Agency Workspace provides access to quotes or applications not yet submitted with premium.