Submit NFIP Policy Transfer: Difference between revisions

Latest revision as of 12:48, 14 March 2025

This Equinox Procedure is for Agents. Find a complete list here.

This procedure explains how agents can request a transfer or rollover of an NFIP policy.

* Log in to the Equinox platform and navigate to the "Resources" or "Forms" section.

* Fill out the form with the following details:

 * Policyholder information (name, address, policy number)
 * Current and new WYO carrier details
 * Renewal effective date

* Collect any required documentation, such as:

 * Proof of premium payment for the renewal
 * Authorization from the policyholder to transfer the policy

* Navigate to the "Policy Actions" menu and select "Submit Transfer/Rollover."

* Review the submission confirmation to ensure the request has been processed.

This page may need to be edited based on suggestions or concerns. Read more in the Discussion page.

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 {{info-nfip-sfip}}
-{{info-nfip-agent}}{{eq-proc-agent}}
+{{eq-proc-agent}}
 {{box-summary
 |color = blue
 |title =
-|text = This procedure explains how agents can request a transfer or rollover of an NFIP policy through the Equinox platform. A transfer allows a policyholder to move their policy to a new Write-Your-Own (WYO) carrier or NFIP Direct during the renewal process. A rollover is a specific type of transfer where the agent of record remains the same.
+|text = This procedure explains how agents can request a '''[[NFIP Policy Transfer|transfer or rollover]]''' of an NFIP policy.
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+{{clear}}
 == Procedural Steps ==
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 * Notify the policyholder of the successful submission.
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-== Additional Details ==
-* '''NFIP Guidelines Reference''': Guidance on transfer and rollover processes, including required documentation and timelines.
-* '''Equinox Quick Guide''': Instructions for submitting transfer/rollover requests in the platform.
-* '''FAQs for Agents''': Common questions about transfers and rollovers (e.g., "What happens if the transfer request is submitted after the renewal date?").
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