Submit Change to Effective Date - Revision history

WikiAdmin: /* Procedural Steps */

2025-03-13T22:04:51Z

Procedural Steps

← Older revision		Revision as of 15:04, 13 March 2025
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	* The collapsed table below shows a sortable list of all fields.		* The collapsed table below shows a sortable list of all fields.
	}}		}}
	{{Docs-req\|~~'''Changes:''' proof of a change to the building, such as a photograph.}}~~		{{Docs-req\|An agent statement that the item was incorrect on the original application.}}
	~~{{Docs-req\|'''Corrections:''' an~~ agent statement that the item was incorrect on the original application.}}
	~~{{attention\|'''Changes:''' the effective date is '''the date the change occurred''' (the event date). <br>'''Corrections:''' the effective date is '''the policy inception date'''.}}~~
	~~{{table-structural-variables~~}}
	<div style="margin-top:10px;">'''Once all details are entered, click the "Save" button (move to Step 3 below).'''</div>		<div style="margin-top:10px;">'''Once all details are entered, click the "Save" button (move to Step 3 below).'''</div>
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WikiAdmin: /* Procedural Steps */

2025-03-12T17:10:57Z

Procedural Steps

← Older revision		Revision as of 10:10, 12 March 2025
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	{{collapsible-section		{{collapsible-section
	\|number = 2		\|number = 2
	\|title = 2. Select Effective Date		\|title = 2. Select New Effective Date
	\|content =		\|content =
	<big>Use the '''Edit button''' (pencil icon) in the upper right of the '''Risk Characteristics''' section.</big><br>		<big>Use the '''Edit button''' (pencil icon) in the upper right of the '''Risk Characteristics''' section.</big><br>

WikiAdmin: /* Procedural Steps */

2025-03-12T17:07:14Z

Procedural Steps

@@ Line 58: / Line 58: @@
 {{collapsible-section
 |number = 3
-|title = 3. Choose Effective Date
+|title = 3. Review and Submit
 |content = Review the changes for accuracy and completeness before finalizing.<br>
 Once the effective date is entered, a pro-rated premium amount might be displayed.

WikiAdmin: /* Procedural Steps */

2025-03-12T17:06:32Z

Procedural Steps

← Older revision		Revision as of 10:06, 12 March 2025
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	{{collapsible-section		{{collapsible-section
	\|number = 2		\|number = 2
	\|title = 2. ~~Edit Risk Characteristics~~		\|title = 2. Select Effective Date
	\|content =		\|content =
	<big>Use the '''Edit button''' (pencil icon) in the upper right of the '''Risk Characteristics''' section.</big><br>		<big>Use the '''Edit button''' (pencil icon) in the upper right of the '''Risk Characteristics''' section.</big><br>

WikiAdmin: /* Procedural Steps */

2025-03-12T17:06:02Z

Procedural Steps

← Older revision		Revision as of 10:06, 12 March 2025
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	* Find the '''Policy Actions''' block on the right		* Find the '''Policy Actions''' block on the right
	* Choose '''Change Effective Date'''		* Choose '''Change Effective Date'''
	An uploaded document that requests a correction to the Effective Date is also acceptable.		An [[Policy Documents\|uploaded document]] that requests a correction to the Effective Date is also acceptable.
	}}		}}
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WikiAdmin: /* Procedural Steps */

2025-03-12T17:01:10Z

Procedural Steps

← Older revision		Revision as of 10:01, 12 March 2025
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	\|image = Img-proc-actions-change-coverage.png		\|image = Img-proc-actions-change-coverage.png
	\|size = 200px		\|size = 200px
	~~\|alt = An image showing the "Policy Changes" menu along the right side of the page.~~
	\|caption = Use the "Policy Changes" menu along the right side of the page.		\|caption = Use the "Policy Changes" menu along the right side of the page.
	\|text = <big>'''Open the [[Policy Record]] to start'''</big>		\|text = <big>'''Open the [[Policy Record]] to start'''</big>
	~~To quickly navigate to the '''Coverages and Deductibles''' section:~~
	* Find the '''Policy Actions''' block on the right		* Find the '''Policy Actions''' block on the right
	* Choose '''~~Policy Changes~~'''		* Choose '''Change Effective Date'''
	* From the next menu, click the '''Coverages and Deductibles''' option		An uploaded document that requests a correction to the Effective Date is also acceptable.
	~~Otherwise, scroll down~~ to the ~~"Coverages, Deductibles and Discounts" section manually~~.
	}}		}}
	<!-- END OF COLLAPSIBLE SECTION -->		<!-- END OF COLLAPSIBLE SECTION -->

WikiAdmin: /* Procedural Steps */

2025-03-12T16:56:10Z

Procedural Steps

← Older revision		Revision as of 09:56, 12 March 2025
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	\|content =		\|content =
	{{Box task		{{Box task
	\|image = Img-proc-change-~~strvar-section~~.png		\|image = Img-proc-actions-change-coverage.png
	\|size = ~~300px~~		\|size = 200px
	\|caption = ~~Scroll to~~ the ~~Risk Characteristics in~~ the ~~Policy Record~~.		\|alt = An image showing the "Policy Changes" menu along the right side of the page.
	\|text = <big>'''Open the [[Policy Record]] to start'''</big~~><br~~>		\|caption = Use the "Policy Changes" menu along the right side of the page.
	~~Scroll down~~ to the ~~"Risk Characteristics"~~ section ~~manually. <br>~~		\|text = <big>'''Open the [[Policy Record]] to start'''</big>
	''~~There is no navigation option in~~ the '''Policy ~~Actions~~''' menu.''		To quickly navigate to the '''Coverages and Deductibles''' section:
			* Find the '''Policy Actions''' block on the right
			* Choose '''Policy Changes'''
			* From the next menu, click the '''Coverages and Deductibles''' option
			Otherwise, scroll down to the "Coverages, Deductibles and Discounts" section manually.
	}}		}}
	<!-- END OF COLLAPSIBLE SECTION -->		<!-- END OF COLLAPSIBLE SECTION -->

WikiAdmin at 15:31, 12 March 2025

2025-03-12T15:31:20Z

← Older revision		Revision as of 08:31, 12 March 2025
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	\|color = blue		\|color = blue
	\|title =		\|title =
	\|text = This procedure explains how agents can submit requests to ~~change or~~ correct the ~~building details on an~~ NFIP policy~~. Most structural variables determine policy rating, so premium may be impacted~~. Supporting documentation may be required.		\|text = This procedure explains how agents can submit requests to correct the NFIP policy effective date. Supporting documentation may be required.
	}}		}}
	{{img-proc-nofrm		{{img-proc-nofrm

WikiAdmin: Created page with "{{info-nfip-sfip}}{{eq-proc-agent}} {{box-summary |color = blue |title = |text = This procedure explains how agents can submit requests to change or correct the building details on an NFIP policy. Most structural variables determine policy rating, so premium may be impacted. Supporting documentation may be required. }} {{img-proc-nofrm |file = File:Img-vector-change-Z.png |caption = Policy Changes require specific actions to meet federal guidelines }} {{clear}} == Pro..."

2025-03-12T15:30:12Z

Created page with "{{info-nfip-sfip}}{{eq-proc-agent}} {{box-summary |color = blue |title = |text = This procedure explains how agents can submit requests to change or correct the building details on an NFIP policy. Most structural variables determine policy rating, so premium may be impacted. Supporting documentation may be required. }} {{img-proc-nofrm |file = File:Img-vector-change-Z.png |caption = Policy Changes require specific actions to meet federal guidelines }} {{clear}} == Pro..."

New page

{{info-nfip-sfip}}{{eq-proc-agent}}
{{box-summary
|color = blue
|title =
|text = This procedure explains how agents can submit requests to change or correct the building details on an NFIP policy. Most structural variables determine policy rating, so premium may be impacted. Supporting documentation may be required.
}}
{{img-proc-nofrm
|file = File:Img-vector-change-Z.png
|caption = Policy Changes require specific actions to meet federal guidelines
}}
{{clear}}
== Procedural Steps ==
{{collapsible-section
|number = 1
|title = 1. Access Policy Record
|content =
{{Box task
|image = Img-proc-change-strvar-section.png
|size = 300px
|caption = Scroll to the Risk Characteristics in the Policy Record.
|text = <big>'''Open the [[Policy Record]] to start'''</big><br>
Scroll down to the "Risk Characteristics" section manually. <br>
''There is no navigation option in the '''Policy Actions''' menu.''
}}

}}
{{collapsible-section
|number = 2
|title = 2. Edit Risk Characteristics
|content =
<big>Use the '''Edit button''' (pencil icon) in the upper right of the '''Risk Characteristics''' section.</big><br>
{{Img-proc-free
|style = padding-top: 1em
|file = Img-proc-change-strvar-edit.png
|size = 500px
|caption = Use the Edit button (pencil icon) in the upper right of the '''Risk Characteristics''' section.
}}
This will open all NFIP structural variable fields for editing.
{{Box task
|image = Img-proc-change-strvar-fields.png
|size = 250px
|caption = The NFIP Structural Variables fields will all be open for editing.
|text =
<big>'''Make Adjustments to Structural Variables'''</big><br>
These fields describe the physical details of the building, which can be changed over time due to reconstruction or disrepair.
* Building characteristics should be accurately represented on an NFIP policy.
* They can be corrected if they are not.
* The collapsed table below shows a sortable list of all fields.
}}
{{Docs-req|'''Changes:''' proof of a change to the building, such as a photograph.}}
{{Docs-req|'''Corrections:''' an agent statement that the item was incorrect on the original application.}}
{{attention|'''Changes:''' the effective date is '''the date the change occurred''' (the event date). <br>'''Corrections:''' the effective date is '''the policy inception date'''.}}
{{table-structural-variables}}
<div style="margin-top:10px;">'''Once all details are entered, click the "Save" button (move to Step 3 below).'''</div>

}}
{{collapsible-section
|number = 3
|title = 3. Choose Effective Date
|content =
{{Img-proc-free
|style = padding-top: 1em
|file = Img-proc-change-insured-eff-date.png
|size = 700px
|caption = Choose "None" for the Waiting Period and select the appropriate Policy Change Effective Date.
}}
Scroll to the top of the page to enter the effective date.
* Choose "None" from the [[Waiting Periods|Waiting Period]] dropdown box.
* Determine and enter the appropriate date based on whether this is changing a building detail or correcting it.
'''''The Coverage Change cannot be completed without choosing an effective date.'''''


}}
{{collapsible-section
|number = 4
|title = 4. Review and Submit
|content = Review the changes for accuracy and completeness before finalizing.<br>
Once the effective date is entered, a pro-rated premium amount might be displayed.
* The "Abort" button will exit the process without saving any details.
* The "Submit" button will create the policy change form and mark the policy with a "'''Pending Change'''" (and "'''Pending Payment'''") flag.
{{Img-proc-free
|style = padding-top: 1em
|file = Img-proc-change-coverage-premium.png
|size = 700px
|caption = The pro-rated premium amount will be displayed as part of the coverage change.
}}
{{clear}}
The system will not process the change immediately. <br>
'''Policy changes to NFIP Structural Variables require underwriter review.'''

{{Img-proc-free
|style = padding-top: 1em
|file = Img-proc-change-coverage-pending-message.png
|size = 700px
|caption = The Policy Record will show a Pending Payment (and perhaps a Pending Change) flag.
}}
{{clear}}
The Policy Record will show a Pending Payment (and perhaps a Pending Change) flag.
{{Img-proc-free
|style = padding-top: 1em
|file = Img-proc-change-coverage-pending-flag.png
|size = 700px
|caption = The policy in the Agency Workspace will show a Pending Payment (and perhaps a Pending Change) flag.
}}
{{clear}}
The policy in the Agency Workspace will show a Pending Payment (and perhaps a Pending Change) flag.
{{Img-proc-free
|style = padding-top: 1em
|file = Img-proc-change-coverage-payment-agent.png
|size = 700px
|caption = If necessary, the agent can submit a payment on the '''Billing and Payment''' page.
}}
{{clear}}
If necessary, the agent can '''[[Premium Payment|submit a payment]]''' on the '''Billing and Payment''' page.

}}

{{line-nfip-endorse}}