Policy Actions - Revision history

WikiAdmin at 21:36, 6 March 2025

2025-03-06T21:36:20Z

← Older revision		Revision as of 14:36, 6 March 2025
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	\| width =		\| width =
	}}		}}

	== Policy Changes ==		== Policy Changes ==
	<big>Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.</big><br>		<big>Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.</big><br>
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	See '''[[NFIP Policy Changes]]''' for more specific information about how to make changes to federally-back flood insurance.		See '''[[NFIP Policy Changes]]''' for more specific information about how to make changes to federally-back flood insurance.
	}}		}}

	== Mail Documents ==		== Mail Documents ==
	{{Box task		{{Box task
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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 ==		== Report Claim ==
	{{Box task		{{Box task
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	Find more detailed instructions at the '''[[NFIP Corrections]]''' page.		Find more detailed instructions at the '''[[NFIP Corrections]]''' page.
	}}		}}

	== Send Create Account Email ==		== Send Create Account Email ==
	{{Box task		{{Box task

WikiAdmin at 21:35, 6 March 2025

2025-03-06T21:35:52Z

← Older revision		Revision as of 14:35, 6 March 2025
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	}}		}}
	== Change Effective Date ==		== Change Effective Date ==
			{{Box task
	Request a quick update to a policy's [[Effective Dates]]; NFIP policies must be rewritten.		\|image = Img-policy-actions-change-eff-date.png
			\|size = 300px
			\|caption = Request a quick update to a policy's [[Effective Dates]].
			\|text = <big>Request a quick update to a policy's [[Effective Dates]]; NFIP policies must be rewritten.</big><br>
	'''Quick Steps''':		'''Quick Steps''':
	* Access the '''Policy Record'''.		* Access the '''Policy Record'''.
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	* Click the '''Cancel Policy''' option.		* Click the '''Cancel Policy''' option.
	Find more detailed instructions at the '''[[NFIP Corrections]]''' page.		Find more detailed instructions at the '''[[NFIP Corrections]]''' page.
			}}

	== Send Create Account Email ==		== Send Create Account Email ==
			{{Box task
	Assist policyholders in setting up their Consumer Portal accounts.		\|image = Img-policy-actions-send-email.png
			\|size = 300px
			\|caption = Assist policyholders in setting up their Consumer Portal accounts.
			\|text = <big>Assist policyholders in setting up their '''Consumer Portal''' accounts.</big><br>
	'''Quick Steps''':		'''Quick Steps''':
	* Access the '''Policy Record'''.		* Access the '''Policy Record'''.
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	* Click the '''Send Create Account Email''' option.		* Click the '''Send Create Account Email''' option.
	Find more detailed instructions at the '''[[Consumer Portal]]''' page.		Find more detailed instructions at the '''[[Consumer Portal]]''' page.
			}}

	[[Category:Equinox]]		[[Category:Equinox]]

WikiAdmin: /* Policy Changes */

2025-03-06T21:32:57Z

Policy Changes

← Older revision		Revision as of 14:32, 6 March 2025
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	{{Box task		{{Box task
	\|image = Img-policy-actions-changes-list.png		\|image = Img-policy-actions-changes-list.png
	\|size = ~~300px~~		\|size = 250px
	\|caption = Quickly navigate to specific policy sections to submit changes.		\|caption = Quickly navigate to specific policy sections to submit changes.
	\|text =		\|text =

WikiAdmin at 21:32, 6 March 2025

2025-03-06T21:32:37Z

← Older revision		Revision as of 14:32, 6 March 2025
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	== Policy Changes ==		== Policy Changes ==
			<big>Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.</big><br>
	{{Box task		{{Box task
	\|image = Img-policy-actions-changes-list.png		\|image = Img-policy-actions-changes-list.png
	\|size = 300px		\|size = 300px
	\|caption = Quickly navigate to specific policy sections to submit changes.		\|caption = Quickly navigate to specific policy sections to submit changes.
	\|text = ~~<big>Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.</big><br>~~		\|text =
	'''Quick Steps''':		'''Quick Steps''':
	* Access the '''Policy Record'''.		* Access the '''Policy Record'''.

WikiAdmin at 21:32, 6 March 2025

2025-03-06T21:32:10Z

← Older revision		Revision as of 14:32, 6 March 2025
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	== Policy Changes ==		== Policy Changes ==
	Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.		{{Box task
	~~[[File:Img-proc-change-mtg.png\|thumb]]~~		\|image = Img-policy-actions-changes-list.png
			\|size = 300px
			\|caption = Quickly navigate to specific policy sections to submit changes.
			\|text = <big>Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.</big><br>
	'''Quick Steps''':		'''Quick Steps''':
	* Access the '''Policy Record'''.		* Access the '''Policy Record'''.
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	See '''[[NFIP Policy Changes]]''' for more specific information about how to make changes to federally-back flood insurance.		See '''[[NFIP Policy Changes]]''' for more specific information about how to make changes to federally-back flood insurance.
			}}

	== Mail Documents ==		== Mail Documents ==
			{{Box task
	Send policy-related documents to policyholders, lenders, or third parties.		\|image = Img-policy-actions-mail-docs.png
			\|size = 300px
			\|caption = Send policy-related documents to policyholders, lenders, or third parties.
			\|text = <big>Send policy-related documents to policyholders, lenders, or third parties.</big><br>
	'''Quick Steps''':		'''Quick Steps''':
	* Access the '''Policy Record'''.		* Access the '''Policy Record'''.
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	* Click the '''Mail Documents''' option.		* Click the '''Mail Documents''' option.
	* Use the built-in mailing tool to complete the action.		* Use the built-in mailing tool to complete the action.
			}}

	== Report Claim ==		== Report Claim ==

WikiAdmin at 21:21, 6 March 2025

2025-03-06T21:21:40Z

← Older revision		Revision as of 14:21, 6 March 2025
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	}}		}}
	== Cancel Policy ==		== Cancel Policy ==
			{{Box task
	Cancel an active policy; NFIP policies require additional documentation.		\|image = Img-proc-cxl-01.png
			\|size = 300px
			\|caption = Cancel an active policy; NFIP policies require additional documentation.
			\|text = <big>Cancel an active policy; NFIP policies require additional documentation.</big><br>
	'''Quick Steps''':		'''Quick Steps''':
	* Access the '''Policy Record'''.		* Access the '''Policy Record'''.
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	* Click the '''Cancel Policy''' option.		* Click the '''Cancel Policy''' option.
	Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.		Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.
			}}
	== Change Effective Date ==		== Change Effective Date ==

WikiAdmin at 21:19, 6 March 2025

2025-03-06T21:19:49Z

← Older revision		Revision as of 14:19, 6 March 2025
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	== Report Claim ==		== Report Claim ==

	~~Initiate a claim on behalf of a policyholder.~~
	{{Box task		{{Box task
	\|image = Img-proc-fnol-01.png		\|image = Img-proc-fnol-01.png
	\|size = 300px		\|size = 300px
	\|caption = Initiate a claim on behalf of a policyholder.		\|caption = Initiate a claim on behalf of a policyholder.
	\|text =		\|text = <big>Initiate a claim on behalf of a policyholder.</big><br>
	'''Quick Steps''':		'''Quick Steps''':
	* Access the Policy Record.		* Access the Policy Record.

WikiAdmin at 21:18, 6 March 2025

2025-03-06T21:18:58Z

← Older revision		Revision as of 14:18, 6 March 2025
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	Initiate a claim on behalf of a policyholder.		Initiate a claim on behalf of a policyholder.
			{{Box task
			\|image = Img-proc-fnol-01.png
			\|size = 300px
			\|caption = Initiate a claim on behalf of a policyholder.
			\|text =
	'''Quick Steps''':		'''Quick Steps''':
	* Access the Policy Record.		* Access the Policy Record.
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	* Click the '''Report Claim''' option.		* Click the '''Report Claim''' option.
	Find more detailed instructions at the '''[[Report Claim]]''' page.		Find more detailed instructions at the '''[[Report Claim]]''' page.
			}}
	== Cancel Policy ==		== Cancel Policy ==

WikiAdmin at 21:16, 6 March 2025

2025-03-06T21:16:24Z

← Older revision		Revision as of 14:16, 6 March 2025
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	== Change Effective Date ==		== Change Effective Date ==

	Request a quick update to a policy's [[~~effective date~~]]; NFIP policies must be rewritten.		Request a quick update to a policy's [[Effective Dates]]; NFIP policies must be rewritten.

	'''Quick Steps''':		'''Quick Steps''':
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	* Find the '''Policy Actions''' menu.		* Find the '''Policy Actions''' menu.
	* Click the '''Cancel Policy''' option.		* Click the '''Cancel Policy''' option.
	Find more detailed instructions at the '''[[~~Submit~~ NFIP ~~Cancellation Request~~]]''' page.		Find more detailed instructions at the '''[[NFIP Corrections]]''' page.

	== Send Create Account Email ==		== Send Create Account Email ==

WikiAdmin at 21:14, 6 March 2025

2025-03-06T21:14:43Z

← Older revision		Revision as of 14:14, 6 March 2025
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	Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.		Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.
	[[File:Img-proc-change-mtg.png\|thumb]]		[[File:Img-proc-change-mtg.png\|thumb]]
	'''~~Key~~ Steps''':		'''Quick Steps''':
	* Access the Policy Record.		* Access the '''Policy Record'''.
	* Find the '''Policy Actions''' menu.		* Find the '''Policy Actions''' menu.
	* Click the '''Policy Changes''' option.		* Click the '''Policy Changes''' option.
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	Send policy-related documents to policyholders, lenders, or third parties.		Send policy-related documents to policyholders, lenders, or third parties.

	'''~~Key~~ Steps''':		'''Quick Steps''':
	* ~~Go to~~ the ~~Documents section of~~ the Policy ~~Record~~.		* Access the '''Policy Record'''.
	* ~~Select~~ the ~~documents to send~~.		* Find the '''Policy Actions''' menu.
			* Click the '''Mail Documents''' option.
	* Use the built-in mailing tool to complete the action.		* Use the built-in mailing tool to complete the action.

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	Initiate a claim on behalf of a policyholder.		Initiate a claim on behalf of a policyholder.

	'''~~Key~~ Steps''':		'''Quick Steps''':
	* Access ~~the Claims tab of~~ the Policy Record.		* Access the Policy Record.
	* ~~Select~~ '''~~Report Claim~~''' ~~and fill in required details~~.		* Find the '''Policy Actions''' menu.
	* ~~Submit~~ the ~~claim for processing and follow up as needed~~.		* Click the '''Report Claim''' option.
	Find more detailed instructions at the '''[[Report Claim]]''' page.		Find more detailed instructions at the '''[[Report Claim]]''' page.

	== Cancel Policy ==		== Cancel Policy ==

	Cancel an active policy ~~due to non-payment, request, or other reasons~~.		Cancel an active policy; NFIP policies require additional documentation.

	'''~~Key~~ Steps''':		'''Quick Steps''':
	* ~~Open~~ the '''Policy Record''' ~~and find~~ the '''Policy Actions''' menu.		* Access the '''Policy Record'''.
	* ~~Navigate to~~ '''Cancel Policy''' ~~and complete the required details.~~		* Find the '''Policy Actions''' menu.
	* Submit for review or finalization.		* Click the '''Cancel Policy''' option.
	Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.		Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.

	== Change Effective Date ==		== Change Effective Date ==

	~~{{feedback~~		Request a quick update to a policy's [[effective date]]; NFIP policies must be rewritten.
	~~\| attn = This needs~~ to be ~~added~~.}}
			'''Quick Steps''':
			* Access the '''Policy Record'''.
			* Find the '''Policy Actions''' menu.
			* Click the '''Cancel Policy''' option.
			Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.

	== Send Create Account Email ==		== Send Create Account Email ==
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	Assist policyholders in setting up their Consumer Portal accounts.		Assist policyholders in setting up their Consumer Portal accounts.

	'''~~Key~~ Steps''':		'''Quick Steps''':
	* ~~Go to~~ the ~~policyholder’s contact details~~.		* Access the '''Policy Record'''.
	* ~~Select~~ '''Send Create Account Email'''.		* Find the '''Policy Actions''' menu.
	* Ensure the ~~policyholder receives and completes the registration~~.		* Click the '''Send Create Account Email''' option.
			Find more detailed instructions at the '''[[Consumer Portal]]''' page.


	[[Category:Equinox]]		[[Category:Equinox]]