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{{collapsible-section
{{collapsible-section
|number = 1
|number = 1
|title = 1. Complete Application
|title = 1. Sign Application
|content =
|content =
{{Box task
{{Box task
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|alt =
|alt =
|caption = Sign the NFIP application electronically
|caption = Sign the NFIP application electronically
|text = Finish the '''[[Create NFIP Application|NFIP Application]]'''
|text = Complete the '''[[Create NFIP Application|NFIP Application]]'''
* Provide a drawn or text '''electronic signature'''
* Provide a drawn or text '''electronic signature'''
* Click the "'''Use This Signature'''" button
* Click the "'''Use This Signature'''" button
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: Forward an email link to the policyholder to make payment using the '''[[Consumer Portal]]'''
: Forward an email link to the policyholder to make payment using the '''[[Consumer Portal]]'''
}}
}}
{{clear}}
<p style="margin-top: 1.2em;"><big>Clicking the "'''Continue'''" button will create a new policy. Screenshots are shown in Step 3 below.</big></p>
}}
}}
{{collapsible-section
{{collapsible-section
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|title = 3. Follow-up
|title = 3. Follow-up
|content =
|content =
The type of follow-up needed will be dependent on payment method. <br>
The type of follow-up needed will be dependent on payment method. Click the appropriate box below for more details.<br>
Find more detail based on the heading of each collapsible box below.
{{collapsible-details
|number = 31
|title = Make Electronic Payment (Auto-issued)
|content =
After the premium payment is submitted using Equinox, the policy may auto-issue. This requires no underwriting review.
{{img-proc-free
| style = padding-top: 1em
| file = Img-proc-pay-app-auto.png
| size = 600px
| caption = The policy has auto-issued and nothing else is required
}}
}}
{{collapsible-details
|number = 32
|title = Make Electronic Payment (Underwriting Review)
|content =
After the premium payment is submitted using Equinox, the policy may require Underwriting review.
{{img-proc-free
| style = padding-top: 1em
| file = Img-proc-pay-app-completed-uw.png
| size = 600px
| caption = The screen will display this message when the policy was paid but not auto-issued. It must be reviewed and issued by Underwriting.
}}
The policy can be found in the '''Pending Transactions''' queue with a "'''Pending New Business'''" flag.
{{img-proc-free
| file = Img-proc-pay-pending-q-nb-paid.png
| size = 600px
| caption = The policy can be found in the Pending Transactions queue after it has been paid; it needs to be reviewed by Underwriting.
}}
}}
{{collapsible-details
|number = 33
|title = Print and Mail
|content =
Use this page to download a copy of the '''Application Package''' to your device by clicking the button
{{img-proc-free
| style = padding-top: 1em
| file = Img-proc-pay-app-print.png
| size = 400px
| caption = The screen will display this message when the "Print and Mail" option is chosen. The policy has not been paid.
}}
The policy can be found in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag.
{{img-proc-free
| file = Img-proc-pay-pending-q-nb.png
| size = 600px
| caption = The policy can be found in the Pending Transactions queue; it needs to be paid.
}}
}}
{{collapsible-details
|number = 34
|title = Email the Payment Link
|content =
Use this page to email a link to the payment page of the '''[[Consumer Portal]]'''. <br>
The recipient has the option to download the '''Application Package'''.
{{img-proc-free
| file = Img-proc-pay-app-email.png
| size = 400px
| caption = The screen will display this message when the "Email the Payment Link" option is chosen. The policy has not been paid.
}}
The policy can be found in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag.
{{img-proc-free
| file = Img-proc-pay-pending-q-nb.png
| size = 600px
| caption = The policy can be found in the Pending Transactions queue; it needs to be paid.
}}
}}
{{collapsible-details
{{collapsible-details
|number = 21
|number = 35
|title = Policyholder Name Updates
|title = Make Electronic Payment to "Pending Payment" Policy
|content =
|content =
Legal documentation such as a marriage certificate, divorce decree, or court order reflecting the updated name.
A New Business policy in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag can be paid directly using Equinox.
{{img-proc-free
Confirm that the effective date of the change reflects when the event (e.g., marriage, transfer of interest) occurred or another valid date supported by documentation.
| style = padding-top: 1em
* If the date of the event occurred prior to the current policy effective date use the effective date of the current policy term for processing the change request.
| file = Img-proc-pay-pending-q-nb.png
| size = 600px
| caption = The policy can be found in the Pending Transactions queue; it needs to be paid.
}}
The '''[[Policy Record]]''' contains a status flag showing "Pending Payment". <br>
Click the "'''Make Electronic Payment'''" option under Policy Actions to '''[[Premium Payment|submit premium payment]]'''.
{{img-proc-free
| file = Img-proc-pay-pending-policy-nb-01.png
| size = 600px
| caption = The Policy Record shows a "Pending Payment" flag and the option to make an electronic payment under Policy Actions.
}}
}}
{{spoiler
The '''Billing and Payment''' screen also shows a "Pending" status in the '''Invoices''' section. <br>
|num = 31
Click the '''Make a Payment''' button to '''[[Premium Payment|submit premium payment]]'''.
|click = Immediate Payment, Auto-issued
{{img-proc-free
|info =
| file = Img-proc-pay-pending-policy-nb-02.png
Text
| size = 600px
| caption = The Billing and Payment screen shows a Pending status under Invoices and a "Make Payment" button.
Print the application packet; payment will be mailed to the address provided
Email the payment link
Forward an email link to the policyholder to make payment using the Consumer Portal
Clicking the "Continue" button will create a new policy. Screenshots are shown in Step 3 below.
3. Follow-up
The type of follow-up needed will be dependent on payment method. Click the appropriate box below for more details.
Make Electronic Payment (Auto-issued)
After the premium payment is submitted using Equinox, the policy may auto-issue. This requires no underwriting review.
Make Electronic Payment (Underwriting Review)
After the premium payment is submitted using Equinox, the policy may require Underwriting review.
The policy can be found in the Pending Transactions queue with a "Pending New Business" flag.
Print and Mail
Use this page to download a copy of the Application Package to your device by clicking the button
The policy can be found in the Pending Transactions queue with a "Pending Payment" flag.
Email the Payment Link
Use this page to email a link to the payment page of the Consumer Portal.
The recipient has the option to download the Application Package.
The policy can be found in the Pending Transactions queue with a "Pending Payment" flag.
Make Electronic Payment to "Pending Payment" Policy
A New Business policy in the Pending Transactions queue with a "Pending Payment" flag can be paid directly using Equinox.
The Policy Record contains a status flag showing "Pending Payment".
Click the "Make Electronic Payment" option under Policy Actions to submit premium payment.
The Billing and Payment screen also shows a "Pending" status in the Invoices section.
Click the Make a Payment button to submit premium payment.
This page contains details about NFIP New Business.
Find more in the How To Write section of the NFIP Flood Insurance Manual.
