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> | ||
{{Box task | |||
|image = Img-policy-actions-changes-list.png | |||
|size = 250px | |||
|caption = Quickly navigate to specific policy sections to submit changes. | |||
|text = | |||
'''Quick Steps''': | '''Quick Steps''': | ||
* Access the '''Policy Record'''. | * Access the '''Policy Record'''. | ||
| Line 17: | Line 20: | ||
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'''. | ||
| Line 27: | Line 32: | ||
* 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 == | ||
{{Box task | {{Box task | ||
| Line 53: | Line 58: | ||
}} | }} | ||
== 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'''. | ||
| Line 61: | Line 68: | ||
* 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'''. | ||
| Line 71: | Line 80: | ||
* 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]] | ||
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.
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
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
Initiate a claim on behalf of a policyholder.
Quick Steps:
- Access the Policy Record.
- Find the Policy Actions menu.
- Click the Report Claim option.
Cancel Policy
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.
Change Effective Date
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.
Send Create Account Email
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.