Pay NFIP New Business: Difference between revisions
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{{collapsible-section | {{collapsible-section | ||
|number = 1 | |number = 1 | ||
|title = 1. | |title = 1. Sign Application | ||
|content = | |content = | ||
{{Box task | {{Box task | ||
| Line 17: | Line 17: | ||
|alt = | |alt = | ||
|caption = Sign the NFIP application electronically | |caption = Sign the NFIP application electronically | ||
|text = | |text = Complete the '''[[Create NFIP Application|NFIP Application]]''' | ||
* Provide a drawn or text '''electronic signature''' | * Provide a drawn or text '''electronic signature''' | ||
* Click the "'''Use This Signature'''" button | * Click the "'''Use This Signature'''" button | ||
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}} | }} | ||
{{clear}} | {{clear}} | ||
<p style="margin-top: 1.2em;"><big>Clicking the "'''Continue'''" button will create a new policy | <p style="margin-top: 1.2em;"><big>Clicking the "'''Continue'''" button will create a new policy. Screenshots are shown in Step 3 below.</big></p> | ||
}} | }} | ||
{{collapsible-section | {{collapsible-section | ||
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{{collapsible-details | {{collapsible-details | ||
|number = 31 | |number = 31 | ||
|title = | |title = Make Electronic Payment (Auto-issued) | ||
|content = | |content = | ||
After the premium payment is submitted using Equinox, the policy may auto-issue. This requires no underwriting review. | After the premium payment is submitted using Equinox, the policy may auto-issue. This requires no underwriting review. | ||
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| file = Img-proc-pay-app-auto.png | | file = Img-proc-pay-app-auto.png | ||
| size = 600px | | size = 600px | ||
| caption = | | caption = The policy has auto-issued and nothing else is required | ||
}} | }} | ||
}} | }} | ||
{{collapsible-details | {{collapsible-details | ||
|number = 32 | |number = 32 | ||
|title = | |title = Make Electronic Payment (Underwriting Review) | ||
|content = | |content = | ||
After the premium payment is submitted using Equinox, the policy may require | After the premium payment is submitted using Equinox, the policy may require Underwriting review. | ||
{{img-proc-free | {{img-proc-free | ||
| style = padding-top: 1em | | style = padding-top: 1em | ||
| file = Img-proc-pay-app-completed-uw.png | | file = Img-proc-pay-app-completed-uw.png | ||
| size = 600px | | size = 600px | ||
| caption = | | caption = The screen will display this message when the policy was paid but not auto-issued. It must be reviewed and issued by Underwriting. | ||
}} | }} | ||
The policy can be found in the '''Pending Transactions''' queue with a "'''Pending New Business'''" flag. | The policy can be found in the '''Pending Transactions''' queue with a "'''Pending New Business'''" flag. | ||
| Line 77: | Line 77: | ||
| file = Img-proc-pay-pending-q-nb-paid.png | | file = Img-proc-pay-pending-q-nb-paid.png | ||
| size = 600px | | size = 600px | ||
| caption = | | caption = The policy can be found in the Pending Transactions queue after it has been paid; it needs to be reviewed by Underwriting. | ||
}} | }} | ||
}} | }} | ||
{{collapsible-details | {{collapsible-details | ||
|number = 33 | |number = 33 | ||
|title = | |title = Print and Mail | ||
|content = | |content = | ||
Use this page to download a copy of the '''Application Package''' to your device by clicking the button | Use this page to download a copy of the '''Application Package''' to your device by clicking the button | ||
| Line 89: | Line 89: | ||
| file = Img-proc-pay-app-print.png | | file = Img-proc-pay-app-print.png | ||
| size = 400px | | size = 400px | ||
| caption = | | caption = The screen will display this message when the "Print and Mail" option is chosen. The policy has not been paid. | ||
}} | }} | ||
The policy can be found in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag. | The policy can be found in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag. | ||
| Line 95: | Line 95: | ||
| file = Img-proc-pay-pending-q-nb.png | | file = Img-proc-pay-pending-q-nb.png | ||
| size = 600px | | size = 600px | ||
| caption = | | caption = The policy can be found in the Pending Transactions queue; it needs to be paid. | ||
}} | }} | ||
}} | }} | ||
{{collapsible-details | {{collapsible-details | ||
|number = 34 | |number = 34 | ||
|title = | |title = Email the Payment Link | ||
|content = | |content = | ||
Use this page to email a link to the payment page of the '''[[Consumer Portal]]'''. <br> | Use this page to email a link to the payment page of the '''[[Consumer Portal]]'''. <br> | ||
| Line 107: | Line 107: | ||
| file = Img-proc-pay-app-email.png | | file = Img-proc-pay-app-email.png | ||
| size = 400px | | size = 400px | ||
| caption = | | caption = The screen will display this message when the "Email the Payment Link" option is chosen. The policy has not been paid. | ||
}} | }} | ||
The policy can be found in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag. | The policy can be found in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag. | ||
| Line 113: | Line 113: | ||
| file = Img-proc-pay-pending-q-nb.png | | file = Img-proc-pay-pending-q-nb.png | ||
| size = 600px | | size = 600px | ||
| caption = | | caption = The policy can be found in the Pending Transactions queue; it needs to be paid. | ||
}} | }} | ||
}} | }} | ||
{{collapsible-details | {{collapsible-details | ||
|number = 35 | |number = 35 | ||
|title = Make Payment to | |title = Make Electronic Payment to "Pending Payment" Policy | ||
|content = | |content = | ||
A New Business policy in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag can be paid directly using Equinox. | A New Business policy in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag can be paid directly using Equinox. | ||
| Line 125: | Line 125: | ||
| file = Img-proc-pay-pending-q-nb.png | | file = Img-proc-pay-pending-q-nb.png | ||
| size = 600px | | size = 600px | ||
| caption = | | caption = The policy can be found in the Pending Transactions queue; it needs to be paid. | ||
}} | }} | ||
The '''[[Policy Record]]''' contains a status flag showing "Pending Payment". <br> | |||
Click the "'''Make Electronic Payment'''" option under Policy Actions to '''[[Premium Payment|submit premium payment]]'''. | Click the "'''Make Electronic Payment'''" option under Policy Actions to '''[[Premium Payment|submit premium payment]]'''. | ||
{{img-proc-free | {{img-proc-free | ||
| file = Img-proc-pay-pending-policy-nb-01.png | | file = Img-proc-pay-pending-policy-nb-01.png | ||
| size = 600px | | size = 600px | ||
| caption = | | caption = The Policy Record shows a "Pending Payment" flag and the option to make an electronic payment under Policy Actions. | ||
}} | }} | ||
The '''Billing and Payment''' screen also shows a "Pending" status in the '''Invoices''' section. <br> | The '''Billing and Payment''' screen also shows a "Pending" status in the '''Invoices''' section. <br> | ||
| Line 140: | Line 139: | ||
| file = Img-proc-pay-pending-policy-nb-02.png | | file = Img-proc-pay-pending-policy-nb-02.png | ||
| size = 600px | | size = 600px | ||
| caption = | | caption = The Billing and Payment screen shows a Pending status under Invoices and a "Make Payment" button. | ||
}} | }} | ||
}} | }} | ||
Latest revision as of 14:59, 5 March 2025
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This Equinox Procedure is for Agents. Find a complete list here. |
This procedure explains how agents can submit premium payments for NFIP New Business applications.
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Procedural Steps
1. Sign Application
Complete the NFIP Application
- Provide a drawn or text electronic signature
- Click the "Use This Signature" button
- This records the signature date as "Date Signed"
- Click the "Continue" button
- This moves the user out of the application and into the Payment Methods (see Step 2, below)
2. Choose Payment Method
The next page allows the agent to choose between three payment methods.
Three agent options after the application is complete
- Make an electronic payment now
- Use Equinox to make an immediate Premium Payment
- Print and mail
- Print the application packet; payment will be mailed to the address provided
- Email the payment link
- Forward an email link to the policyholder to make payment using the Consumer Portal
Clicking the "Continue" button will create a new policy. Screenshots are shown in Step 3 below.
3. Follow-up
The type of follow-up needed will be dependent on payment method. Click the appropriate box below for more details.
Make Electronic Payment (Auto-issued)
After the premium payment is submitted using Equinox, the policy may auto-issue. This requires no underwriting review.
Make Electronic Payment (Underwriting Review)
After the premium payment is submitted using Equinox, the policy may require Underwriting review.
The policy can be found in the Pending Transactions queue with a "Pending New Business" flag.
Print and Mail
Use this page to download a copy of the Application Package to your device by clicking the button
The policy can be found in the Pending Transactions queue with a "Pending Payment" flag.
Email the Payment Link
Use this page to email a link to the payment page of the Consumer Portal.
The recipient has the option to download the Application Package.
The policy can be found in the Pending Transactions queue with a "Pending Payment" flag.
Make Electronic Payment to "Pending Payment" Policy
A New Business policy in the Pending Transactions queue with a "Pending Payment" flag can be paid directly using Equinox.
The Policy Record contains a status flag showing "Pending Payment".
Click the "Make Electronic Payment" option under Policy Actions to submit premium payment.
The Billing and Payment screen also shows a "Pending" status in the Invoices section.
Click the Make a Payment button to submit premium payment.
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This page contains details about NFIP New Business. |