Policy Actions: Difference between revisions

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The Policy Actions widget on the Policy Record page provides a list of tasks agents can perform to manage policies. Each action simplifies the maintenance of accurate and up-to-date policy records.
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.


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{{img-proc-nofrm
| file = File:Img-eq-policy-actions.png
| file = File:Img-eq-policy-actions-agt.png
| width =
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== Policy Changes ==
<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''':
* 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.


== 1. Policy Changes ==
See '''[[NFIP Policy Changes]]''' for more specific information about how to make changes to federally-back flood insurance.
Submit changes to a policy, such as coverage adjustments or insured details.
}}
 
== Mail Documents ==
'''Key Steps''': [[File:Img-proc-change-mtg.png|thumb]]
{{Box task
* Access the Policy Record.
|image  = Img-policy-actions-mail-docs.png
* Select the '''Edit Policy''' option.
|size    = 300px
* Enter the desired changes and review for accuracy.
|caption = Send policy-related documents to policyholders, lenders, or third parties.
* Submit the changes for auto-issuance (Green Path) or underwriter review (Yellow Path).
|text    = <big>Send policy-related documents to policyholders, lenders, or third parties.</big><br>
 
'''Quick Steps''':  
== 2. Mark as Pending Documentation ==
* Access the '''Policy Record'''.
 
* Find the '''Policy Actions''' menu.
Mark a policy for additional documentation when key details are missing.
* Click the '''Mail Documents''' option.
 
'''Key Steps''':
* Open the policy.
* Navigate to the Documents tab.
* Flag the policy as '''Pending Documentation''' and note required items.
 
== 3. Mail Documents ==
 
Send policy-related documents to policyholders, agents, or third parties.
 
'''Key Steps''':
* Go to the Documents section of the Policy Record.
* Select the documents to send.
* Use the built-in mailing tool to complete the action.
* Use the built-in mailing tool to complete the action.
 
}}
== 4. 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.
 
== 5. Mark as Non-Renewal ==
 
Indicate that a policy will not be renewed at the end of its term.
 
'''Key Steps''':
* Access the Policy Record.
* Access the Policy Record.
* Select '''Mark as Non-Renewal''' and specify the reason.
* Find the '''Policy Actions''' menu.
* Confirm and notify the policyholder.
* Click the '''Report Claim''' option.
 
Find more detailed instructions at the '''[[Report Claim]]''' page.
== 6. Cancel Policy ==
}}
 
== Cancel Policy ==
Cancel an active policy due to non-payment, request, or other reasons.
{{Box task
 
|image  = Img-proc-cxl-01.png
'''Key Steps''':
|size    = 300px
* Open the Policy Record.
|caption = Cancel an active policy; NFIP policies require additional documentation.
* Navigate to '''Cancel Policy''' and complete the required details.
|text    = <big>Cancel an active policy; NFIP policies require additional documentation.</big><br>
* Submit for review or finalization.
'''Quick Steps''':  
 
* Access the '''Policy Record'''.
== 7. Send Create Account Email ==
* Find the '''Policy Actions''' menu.
 
* Click the '''Cancel Policy''' option.
Assist policyholders in setting up their Consumer Portal accounts.
Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.
 
}}
'''Key Steps''':
== Change Effective Date ==
* Go to the policyholder’s contact details.
{{Box task
* Select '''Send Create Account Email'''.
|image  = Img-policy-actions-change-eff-date.png
* Ensure the policyholder receives and completes the registration.
|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 ==
{{Box task
|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''':  
* 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.
Retrieved from "http://help.gulfstatesflood.com/mediawiki/index.php?title=Policy_Actions&oldid=10261"