Agency Workspace: Difference between revisions

Latest revision as of 16:12, 6 March 2025

The Agency Workspace provides an immediate overview of an agency's policy processing workflow. Queues are arranged vertically that align with the policy lifecycle, starting with quotes and applications at the top.

Each queue shows the number of policies, along with other important details like due dates. A user to choose "View All" to review the items in each queue and access a Policy Record with a simple click.

A user can navigate to the Agency Workspace from the left sidebar.

Saved Quotes and Applications

The Saved Quotes and Applications Queue provides access to quotes or applications that have not been submitted yet.
Agents can return to quotes that they started without the need to remember specific details for the Search bar.

If an application is mailed with premium, it is removed from the queue once received. Applications submitted electronically or with premium are either:

Automatically issued based on system rules.
Routed to the Pending Transactions Queue for manual review.

Pending Transactions

The Pending Transactions Queue displays policies that are being reviewed by Underwriting, and can include policies with all transactions.

Next Upcoming Due Date: Indicates the deadline for agent-provided information.
Oldest Submitted Transaction: Highlights the oldest unissued submission to monitor timeliness.

Policies can be filtered and sorted to show specific listings, such as those needing additional documentation, more premium, or cancellation. They will be marked with easily identifiable flags.

A policy in the Pending Transactions queue with "Pending Change" and "Pending Payment" flags.

Pending Renewal Payment

The Pending Renewal Payment Queue lists all billed policies (including rollover transfers) awaiting payment. By selecting View All, agents can:

Review policies.
Accept electronic payments.
Generate renewal declarations pages immediately after payment.

Expired Policies

To assist with retention, the Expired Policies Queue displays expired policies within a 30-day window (expiration date + 29 days). Agents can:

Follow up with insureds to prevent coverage lapses.
Accept real-time electronic payments to renew coverage before the policy is removed from the queue.

After 30 days, the policy can no longer be renewed, requiring a new application, current rates, and applicable waiting periods.

Non-Renewals

The Non-Renewals Queue includes policies that have been flagged for non-renewal. If the bill has not been created, then it will not be created while the policy has non-renewal status. If the bill has already been created and mailed, non-renewal will not allow premium payment to auto-issue the policy. NFIP policies can be non-renewed for a number of reasons, including:

Community suspensions
Unreformed provisional ratings
Agent or insured request

If premium is not received, or received and not applied, then the policy will eventually lapse and coverage will cease.

Newly Issued Transactions

The Newly Issued Transactions Queue shows policies issued, changed, canceled, or renewed within the last 30 days. Selecting View All provides access to recent transactions, helping agents address queries efficiently.

Additional Features

The Right-Hand Sidebar displays Bulletins and Notifications to keep agents informed of updates, new requirements, and system enhancements.
The Search Bar offers universal access to all system records, regardless of their status.

@@ Line 1: / Line 1: @@
-{{draft}} __NOEDITSECTION__
+{{Nav-hub Agent}}
-== Agency Workspace Overview ==
+[[File:Img-eq-workspace-agt.png|link=|500px|right|frame]]
-The **Agency Workspace** in the Equinox platform is designed to help agents efficiently manage tasks, access policy information, and fulfill their responsibilities as the primary resource for policyholders. This workspace provides structured access to tools, notifications, and real-time updates, enabling agents to prioritize and complete tasks with ease.
-== Key Components of the Agency Workspace ==
+The '''[[Agency Workspace]]''' provides an immediate overview of an agency's policy processing workflow. Queues are arranged vertically that align with the policy lifecycle, starting with quotes and applications at the top.
-=== 1. Header Section ===
+Each queue shows the number of policies, along with other important details like due dates. A user to choose "View All" to review the items in each queue and access a '''[[Policy Record]]''' with a simple click.
-* **Workspace Navigation**: A menu enabling agents to switch between platform areas.
-* **Bulletins and Notifications**: Displays urgent messages, updates, or announcements relevant to the agent’s book of business.
-* **Search Bar**: Available on all pages, allowing agents to quickly locate policies, applications, or claims by entering policy numbers, insured names, or property addresses.
-=== 2. Policies in Force and Total Premium Summary ===
-* A dashboard widget summarizing the agent’s active policies and their total premium.
-* Provides a quick snapshot of the agent’s book of business at a glance.
-=== 3. Action Buttons ===
-* **Claim Report**: Quick access for submitting claims.
-* **New Quote**: Allows agents to initiate new policy applications directly from the workspace.
-=== 4. Queues ===
-The workspace features six distinct queues that organize tasks by category to help agents manage their workload effectively:
-# **Pending Applications**: Incomplete or pending policy applications.
-# **Policy Changes**: Requested changes awaiting completion.
-# **Renewals**: Policies nearing their renewal dates.
-# **Cancellations**: Cancellation requests requiring processing or review.
-# **Pending Claims**: Claims submitted by policyholders that need attention.
-# **Documents and Correspondence**: Incoming documents or messages requiring follow-up.
-=== 5. Bulletin Notifications ===
-Bulletins, prominently displayed in the workspace, provide real-time updates and reminders related to critical actions or deadlines.
-== Navigation Tips for Agents ==
-* Use the **Search Bar** frequently to locate policies or tasks efficiently.
-* Monitor the **Bulletins** section daily for updates and announcements.
-* Check task queues regularly to address all outstanding tasks promptly.
-== Policy Workflow Management ==
-The Equinox platform enhances efficiency and accuracy with a series of workspaces and dashboards tailored to user roles. These features include:
-* **Interactive Work Queues**: Allow agents and Underwriters/Customer Service Representatives to collaborate in real time.
-* **Policy Record Transparency**: Provides visibility into the application and policy life cycle, including pending and completed transactions.
+A user can navigate to the Agency Workspace from the left sidebar.
+{{clear}}
 == Saved Quotes and Applications ==
-* The **Saved Quotes and Applications Queue** in the Agency Workspace provides access to quotes or applications not yet submitted with premium.
+* The '''Saved Quotes and Applications Queue''' provides access to quotes or applications that have not been submitted yet.
-* Agents can click **View All** to select and review records, modify details, or submit them. The **Search Bar** also allows quick access to specific records.
+* Agents can return to quotes that they started without the need to remember specific details for the '''Search bar'''.
 If an application is mailed with premium, it is removed from the queue once received. Applications submitted electronically or with premium are either:
 # Automatically issued based on system rules.
-# Routed to the **Pending Transactions Queue** for manual review.
+# Routed to the '''Pending Transactions Queue''' for manual review.
 == Pending Transactions ==
-The **Pending Transactions Queue** displays:
+The '''Pending Transactions Queue''' displays policies that are being reviewed by Underwriting, and can include policies with all transactions.
-* **Next Upcoming Due Date**: Indicates the deadline for agent-provided information.
+* '''Next Upcoming Due Date''': Indicates the deadline for agent-provided information.
-* **Oldest Submitted Transaction**: Highlights the oldest unissued submission to monitor timeliness.
+* '''Oldest Submitted Transaction''': Highlights the oldest unissued submission to monitor timeliness.
-Selecting **View All** takes the agent to the **Policy Record**, where detailed information about the transaction is available.
+Policies can be filtered and sorted to show specific listings, such as those needing additional documentation, more premium, or cancellation. They will be marked with easily identifiable '''flags'''.
+{{img-proc-free
+| file    = Img-proc-pay-pending-q-change.png
+| size    = 600px
+| caption = A policy in the Pending Transactions queue with "Pending Change" and "Pending Payment" flags.
+}}
 == Pending Renewal Payment ==
-The **Pending Renewal Payment Queue** lists all billed policies (including rollover transfers) awaiting payment. By selecting **View All**, agents can:
+The '''Pending Renewal Payment Queue''' lists all billed policies (including rollover transfers) awaiting payment. By selecting '''View All''', agents can:
 * Review policies.
 * Accept electronic payments.
@@ Line 62: / Line 36: @@
 == Expired Policies ==
-To assist with retention, the **Expired Policies Queue** displays expired policies within a 30-day window (expiration date + 29 days). Agents can:
+To assist with retention, the '''Expired Policies Queue''' displays expired policies within a 30-day window (expiration date + 29 days). Agents can:
 * Follow up with insureds to prevent coverage lapses.
 * Accept real-time electronic payments to renew coverage before the policy is removed from the queue.
@@ Line 69: / Line 43: @@
 == Non-Renewals ==
-The **Non-Renewals Queue** includes policies that cannot be renewed due to:
+The '''Non-Renewals Queue''' includes policies that have been flagged for non-renewal. If the bill has not been created, then it will not be created while the policy has non-renewal status. If the bill has already been created and mailed, non-renewal will not allow premium payment to auto-issue the policy. NFIP policies can be non-renewed for a number of reasons, including:
-* Community suspensions.
+* Community suspensions
-* Unreformed provisional ratings.
+* Unreformed provisional ratings
+* Agent or insured request
+If premium is not received, or received and not applied, then the policy will eventually lapse and coverage will cease.
 == Newly Issued Transactions ==
-The **Newly Issued Transactions Queue** shows policies issued, changed, canceled, or renewed within the last 30 days. Selecting **View All** provides access to recent transactions, helping agents address queries efficiently.
+The '''Newly Issued Transactions Queue''' shows policies issued, changed, canceled, or renewed within the last 30 days. Selecting '''View All''' provides access to recent transactions, helping agents address queries efficiently.
 == Additional Features ==
-* The **Right-Hand Sidebar** displays Bulletins and Notifications to keep agents informed of updates, new requirements, and system enhancements.
+* The '''Right-Hand Sidebar''' displays Bulletins and Notifications to keep agents informed of updates, new requirements, and system enhancements.
-* The **Search Bar** offers universal access to all system records, regardless of their status.
+* The '''Search Bar''' offers universal access to all system records, regardless of their status.
+__NOEDITSECTION__
 [[Category:Equinox]]