Consumer Portal - Revision history

WikiAdmin at 16:53, 28 February 2025

2025-02-28T16:53:41Z

@@ Line 68: / Line 68: @@
 </gallery>
-== Consumer Portal Guides ==
 [[Category:Equinox]]

WikiAdmin at 16:51, 28 February 2025

2025-02-28T16:51:54Z

← Older revision		Revision as of 09:51, 28 February 2025
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	{{box-summ		{{box-summ
	\|color = yellow		\|color = yellow
	\|title = Navigation Tips for Policyholders		\|title = Important
	~~\|text = Agents should focus on these details when showing the Consumer Portal to their clients.~~		\|text = Navigation Tips for Policyholders
	* Use the dashboard for '''quick access to key actions''', such as making payments or filing claims.		* Use the dashboard for '''quick access to key actions''', such as making payments or filing claims.
	* Keep '''agent contact details''' handy for support with more complex issues.		* Keep '''agent contact details''' handy for support with more complex issues.

WikiAdmin: /* Consumer Portal Guides */

2024-12-17T14:57:33Z

Consumer Portal Guides

← Older revision		Revision as of 07:57, 17 December 2024
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	== Consumer Portal Guides ==		== Consumer Portal Guides ==
	Use the Quick Reference Guides shown below to walk policyholders through Consumer Portal functions.		Use the '''Quick Reference Guides''' shown below to walk policyholders through Consumer Portal functions.
	{\| class="wikitable"		{\| class="wikitable"
	\|+		\|+

WikiAdmin: /* Consumer Portal Guides */

2024-12-17T14:53:56Z

Consumer Portal Guides

← Older revision		Revision as of 07:53, 17 December 2024
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	\|-		\|-
	\|[[Consumer Portal Guide/Request Policy Changes\|Request Policy Changes]]		\|[[Consumer Portal Guide/Request Policy Changes\|Request Policy Changes]]
	\|		\|Allows updates to coverage, deductibles, mortgage information, or insured details. Non-monetary changes are auto-issued; monetary changes are sent for underwriter review.
	* Allows updates to coverage, deductibles, mortgage information, or insured details.
	* Non-monetary changes are auto-issued; monetary changes are sent for underwriter review.
	\|-		\|-
	\|[[Consumer Portal Guide/Make Renewal Payment\|Make Renewal Payment]]		\|[[Consumer Portal Guide/Make Renewal Payment\|Make Renewal Payment]]
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	\|-		\|-
	\|[[Consumer Portal Guide/Request Cancellation\|Request Cancellation]]		\|[[Consumer Portal Guide/Request Cancellation\|Request Cancellation]]
	\|		\|Policyholders can select valid cancellation reasons, attach required documents, and update mailing information for refunds.
	\|-		\|-
	\|[[Consumer Portal Guide/Report First Notice of Loss\|Report First Notice of Loss]]		\|[[Consumer Portal Guide/Report First Notice of Loss\|Report First Notice of Loss]]
	\|		\|Users can report claims and communicate with examiners or adjusters via a message center, includes document sharing and status updates (e.g., pending assignment or proof of loss).
	\|-		\|-
	\|[[Consumer Portal Guide/Create Elevation Certificate\|Create Elevation Certificate]]		\|[[Consumer Portal Guide/Create Elevation Certificate\|Create Elevation Certificate]]
	\|		\|Generate the FEMA Elevation Certificate with directions to complete section H.
	\|-		\|-
	\|[[Consumer Portal Guide/Upload Document\|Upload Document]]		\|[[Consumer Portal Guide/Upload Document\|Upload Document]]
	\|		\|Show policyholders how to download and upload documents.
	\|}		\|}
	[[Category:Equinox]]		[[Category:Equinox]]

WikiAdmin: /* Consumer Portal Guides */

2024-12-17T14:51:35Z

Consumer Portal Guides

← Older revision		Revision as of 07:51, 17 December 2024
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	\|[[Consumer Portal Guide/Request Policy Changes\|Request Policy Changes]]		\|[[Consumer Portal Guide/Request Policy Changes\|Request Policy Changes]]
	\|		\|
			* Allows updates to coverage, deductibles, mortgage information, or insured details.
			* Non-monetary changes are auto-issued; monetary changes are sent for underwriter review.
	\|-		\|-
	\|[[Consumer Portal Guide/Make Renewal Payment\|Make Renewal Payment]]		\|[[Consumer Portal Guide/Make Renewal Payment\|Make Renewal Payment]]
	\|		\|View outstanding balances, upcoming bills, and payment options, including NFIP Option B. Will include payment plan options.
	\|-		\|-
	\|[[Consumer Portal Guide/Request Cancellation\|Request Cancellation]]		\|[[Consumer Portal Guide/Request Cancellation\|Request Cancellation]]

WikiAdmin at 14:49, 17 December 2024

2024-12-17T14:49:34Z

← Older revision		Revision as of 07:49, 17 December 2024
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	* '''Support''': Integration with agent workflows ensures prompt assistance.		* '''Support''': Integration with agent workflows ensures prompt assistance.
	<hr>		<hr>


	<gallery mode="packed-hover" heights="160px">		<gallery mode="packed-hover" heights="160px">

WikiAdmin at 14:49, 17 December 2024

2024-12-17T14:49:26Z

← Older revision		Revision as of 07:49, 17 December 2024
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	* '''Transparency''': Real-time updates keep users informed of their policy status.		* '''Transparency''': Real-time updates keep users informed of their policy status.
	* '''Support''': Integration with agent workflows ensures prompt assistance.		* '''Support''': Integration with agent workflows ensures prompt assistance.
			<hr>

	<gallery mode="packed-hover" heights="160px">		<gallery mode="packed-hover" heights="160px">

WikiAdmin at 14:49, 17 December 2024

2024-12-17T14:49:15Z

← Older revision		Revision as of 07:49, 17 December 2024
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	~~{{box-summary~~		The '''Consumer Portal''' empowers policyholders to manage their policies directly while staying connected with their agents for support. It provides a user-friendly interface for accessing policy information, making payments, and submitting requests.
	~~\|color = orange~~
	~~\|title =~~
	~~\|text =~~ The '''Consumer Portal''' empowers policyholders to manage their policies directly while staying connected with their agents for support. It provides a user-friendly interface for accessing policy information, making payments, and submitting requests.

	The Consumer Portal is a '''one-stop shop''', empowering policyholders with these features:		The Consumer Portal is a '''one-stop shop''', empowering policyholders with these features:
Line 8:		Line 5:
	* '''Transparency''': Real-time updates keep users informed of their policy status.		* '''Transparency''': Real-time updates keep users informed of their policy status.
	* '''Support''': Integration with agent workflows ensures prompt assistance.		* '''Support''': Integration with agent workflows ensures prompt assistance.
	}}


	<gallery mode="packed-hover" heights="160px">		<gallery mode="packed-hover" heights="160px">

WikiAdmin: /* Consumer Portal Guides */

2024-12-17T14:45:22Z

Consumer Portal Guides

← Older revision		Revision as of 07:45, 17 December 2024
Line 84:		Line 84:
	\|		\|
	\|-		\|-
	\|[[Consumer Portal Guide/Request Cancellation\|~~Make Renewal Payment~~]]		\|[[Consumer Portal Guide/Request Cancellation\|Request Cancellation]]
	\|		\|
	\|-		\|-
	\|[[Consumer Portal Guide/Report First Notice of Loss\|~~Make Renewal Payment~~]]		\|[[Consumer Portal Guide/Report First Notice of Loss\|Report First Notice of Loss]]
	\|		\|
	\|-		\|-
	\|[[Consumer Portal Guide/Create Elevation Certificate\|~~Make Renewal Payment~~]]		\|[[Consumer Portal Guide/Create Elevation Certificate\|Create Elevation Certificate]]
	\|		\|
	\|-		\|-
	\|[[Consumer Portal Guide/Upload Document\|~~Make Renewal Payment~~]]		\|[[Consumer Portal Guide/Upload Document\|Upload Document]]
	\|		\|
	\|}		\|}
	[[Category:Equinox]]		[[Category:Equinox]]

WikiAdmin: /* Consumer Portal Guides */

2024-12-17T14:43:19Z

Consumer Portal Guides

← Older revision		Revision as of 07:43, 17 December 2024
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	!Description		!Description
	\|-		\|-
	\|Consumer Portal Guide/Request Policy Changes		\|[[Consumer Portal Guide/Request Policy Changes\|Request Policy Changes]]
	\|		\|
	\|-		\|-
	\|Consumer Portal Guide/Make Renewal Payment		\|[[Consumer Portal Guide/Make Renewal Payment\|Make Renewal Payment]]
	\|		\|
	\|-		\|-
	\|Consumer Portal Guide/Request Cancellation		\|[[Consumer Portal Guide/Request Cancellation\|Make Renewal Payment]]
	\|		\|
	\|-		\|-
	\|Consumer Portal Guide/Report First Notice of Loss		\|[[Consumer Portal Guide/Report First Notice of Loss\|Make Renewal Payment]]
	\|		\|
	\|-		\|-
	\|Consumer Portal Guide/Create Elevation Certificate		\|[[Consumer Portal Guide/Create Elevation Certificate\|Make Renewal Payment]]
	\|		\|
	\|-		\|-
	\|Consumer Portal Guide/Upload Document		\|[[Consumer Portal Guide/Upload Document\|Make Renewal Payment]]
	\|		\|
	\|}		\|}
	[[Category:Equinox]]		[[Category:Equinox]]