Policy Actions: Revision history

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curprev 09:5709:57, 3 March 2025‎ WikiAdmin talk contribs‎ m 1,928 bytes 0‎ WikiAdmin moved page Equinox Policy Actions to Policy Actions

curprev 14:4014:40, 12 December 2024‎ WikiAdmin talk contribs‎ 2,683 bytes +30‎ No edit summary
curprev 14:4014:40, 12 December 2024‎ WikiAdmin talk contribs‎ 2,653 bytes +2,653‎ Created page with " The Agent Policy Actions page in the Equinox platform provides a detailed guide to the tasks agents can perform to manage policies effectively. Each action ensures seamless interactions with policyholders and supports the maintenance of accurate and up-to-date policy records. ==== 1. Policy Changes ==== * '''Description''': Submit changes to a policy, such as coverage adjustments or insured details. * '''Key Steps''': *# Access the Policy Record. *# Select the '''Edit..." Tag: Visual edit

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12 December 2024