Policy Actions: Difference between revisions

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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.
<big>Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.</big><br>
[[File:Img-proc-change-mtg.png|thumb]]
{{Box task
'''Key Steps''':  
|image  = Img-policy-actions-changes-list.png
* Access the Policy Record.
|size    = 250px
|caption = Quickly navigate to specific policy sections to submit changes.
|text    =
'''Quick Steps''':  
* 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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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.
 
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== Mail Documents ==
== Mail Documents ==
 
{{Box task
Send policy-related documents to policyholders, agents, or third parties.
|image  = Img-policy-actions-mail-docs.png
 
|size    = 300px
'''Key Steps''':
|caption = Send policy-related documents to policyholders, lenders, or third parties.
* Go to the Documents section of the Policy Record.
|text    = <big>Send policy-related documents to policyholders, lenders, or third parties.</big><br>
* Select the documents to send.
'''Quick Steps''':  
* Access the '''Policy Record'''.
* 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.
 
}}
== Report Claim ==
== Report Claim ==
 
{{Box task
Initiate a claim on behalf of a policyholder.
|image  = Img-proc-fnol-01.png
 
|size    = 300px
'''Key Steps''':
|caption = Initiate a claim on behalf of a policyholder.
* Access the Claims tab of the Policy Record.
|text    = <big>Initiate a claim on behalf of a policyholder.</big><br>
* Select '''Report Claim''' and fill in required details.
'''Quick Steps''':  
* Submit the claim for processing and follow up as needed.
* Access the Policy Record.
 
* Find the '''Policy Actions''' menu.
* Click the '''Report Claim''' option.
Find more detailed instructions at the '''[[Report Claim]]''' page.
}}
== Cancel Policy ==
== Cancel Policy ==
 
{{Box task
Cancel an active policy due to non-payment, request, or other reasons.
|image  = Img-proc-cxl-01.png
 
|size    = 300px
'''Key Steps''':
|caption = Cancel an active policy; NFIP policies require additional documentation.
* Open the Policy Record.
|text    = <big>Cancel an active policy; NFIP policies require additional documentation.</big><br>
* Navigate to '''Cancel Policy''' and complete the required details.
'''Quick Steps''':  
* Submit for review or finalization.
* 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.
}}
== Change Effective Date ==
== Change Effective Date ==
 
{{Box task
{{feedback
|image  = Img-policy-actions-change-eff-date.png
| attn = This needs to be added.}}
|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''':
* Access the '''Policy Record'''.
* Find the '''Policy Actions''' menu.
* Click the '''Cancel Policy''' option.
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
'''Key Steps''':
|caption = Assist policyholders in setting up their Consumer Portal accounts.
* Go to the policyholder’s contact details.
|text    = <big>Assist policyholders in setting up their '''Consumer Portal''' accounts.</big><br>
* Select '''Send Create Account Email'''.
'''Quick Steps''':  
* Ensure the policyholder receives and completes the registration.
* Access the '''Policy Record'''.
 
* Find the '''Policy Actions''' menu.
* Click the '''Send Create Account Email''' option.
Find more detailed instructions at the '''[[Consumer Portal]]''' page.
}}


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

Latest revision as of 14:36, 6 March 2025

The Policy Actions menu on the Policy Record page provides a list of tasks agents can perform to manage policies. Each action outlines the available self-service features for insurance agents.

Policy Changes

Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.

A large clock tower and other buildings line a great river.
Quickly navigate to specific policy sections to submit changes.
Quick Steps:
  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Policy Changes option.
  • Choose from the buttons in the list

An agent can also manually navigate to each section to make the changes directly.

See NFIP Policy Changes for more specific information about how to make changes to federally-back flood insurance.

Mail Documents

A large clock tower and other buildings line a great river.
Send policy-related documents to policyholders, lenders, or third parties.
Send policy-related documents to policyholders, lenders, or third parties.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Mail Documents option.
  • Use the built-in mailing tool to complete the action.

Report Claim

A large clock tower and other buildings line a great river.
Initiate a claim on behalf of a policyholder.
Initiate a claim on behalf of a policyholder.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Report Claim option.
Find more detailed instructions at the Report Claim page.

Cancel Policy

A large clock tower and other buildings line a great river.
Cancel an active policy; NFIP policies require additional documentation.
Cancel an active policy; NFIP policies require additional documentation.

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.

Change Effective Date

A large clock tower and other buildings line a great river.
Request a quick update to a policy's Effective Dates.
Request a quick update to a policy's Effective Dates; NFIP policies must be rewritten.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Cancel Policy option.
Find more detailed instructions at the NFIP Corrections page.

Send Create Account Email

A large clock tower and other buildings line a great river.
Assist policyholders in setting up their Consumer Portal accounts.
Assist policyholders in setting up their Consumer Portal accounts.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Send Create Account Email option.
Find more detailed instructions at the Consumer Portal page.
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