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.

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-{{draft}}
+{{Nav-hub Agent}}
+[[File:Img-eq-workspace-agt.png|link=|500px|right|frame]]
-'''Agents/Producers logging on the Equinox Platform will be taken to 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.
-On the Agency Workspace, and based on user authority, the system allows visibility into the PIF and Written Premium for the Agency.  Agents have quick access to Report a Claim or to Request a New Quote.
+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.
-Additionally, the right hand side of the Agency Workspace includes Bulletins and Notifications from the Company to keep the Agents/Producers apprised of any new or changing requirements or features.
+A user can navigate to the Agency Workspace from the left sidebar.
+{{clear}}
+== 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'''.
-The SEARCH feature at the top of the page provides the user quick access to all records on the system regardless of there status.
+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'''.
+{{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.
+}}
-'''Policy Workflow Management on the Equinox Platform'''
+== 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.
-The Equinox Platform was designed to promote efficiency and accuracy.   To that end a series of “Workspaces” or “Dashboards” have been implemented to enable flexibility and visibility based on the credentials of the user.
+== 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.
-Work queues on the Workspaces are interactive between the Agent and the CSR/Underwriter.  These queues provide real time updates to application and policy records and pending and processed work volumes based on different user roles.
+After 30 days, the policy can no longer be renewed, requiring a new application, current rates, and applicable waiting periods.
-On the AGENCY WORKSPACE, the SAVED QUOTES AND APPS Queue provides easy access to quotes or applications that have not been received by the company with the required premium.  The Agent can click on the VIEW ALL option and select the record they wish to review, modify or submit.  They may also use the Search option at the top of the page.
+== 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 the application is mailed with premium, the application will be removed from the SAVED QUOTES AND APPS queue when it is received by the company.
+If premium is not received, or received and not applied, then the policy will eventually lapse and coverage will cease.
-Applications that are received electronically or through the mail, along with the required premium, will either be automatically issued by the system based on integrated rules or will be routed into the PENDING  TRANSACTIONS  queue on the Agents Dashboard.
-On the Agency Dashboard, the PENDING TRANSACTIONS queue shows the NEXT UPCOMING DUE DATE (indicating there is information required from the agent by that date) and the oldest submitted transaction, indicating the oldest submitted but not issued transaction (this keeps you informed on the timeliness of your submitted transactions).
-As with each of the queues, selecting VIEW ALL will allow the user to quickly locate Policy  Record where all of the information related to the individual policy is presented.  (present a link to the Policy Record so we can define the fields and screens)?
-The next queue on the AGENCY WORKSPACE is the PENDING RENEWAL PAYMENT QUEUE.  By selecting VIEW ALL, all policies (including rollover transfer policies) that have been billed but not paid can be accessed and payment can be made electronically resulting in generation of the renewal declarations page immediately.
-To assist with retention and to help your insureds avoid losing glidepath rates or continuous coverage discounts, the AGENCY WORKSPACE includes an EXPIRED POLICIES queue.  Just like the PENDING RENEWAL PAYMENT queue, the EXPIRED POLICIES queue shows the number of expired policies for the agency.  Accessing the View All and selecting the Policy that you wish to work on allows the agent to follow-up with the insured and to accept electronic payment in real-time.  At the point that policy is expired for 30 days (expiration date + 29 days) the policy is removed from the queue as the policy can no longer be renewed.  A new application using current rates and the applicable waiting period is required along with the premium before coverage will go into effect.
-The NON-RENEWALS queue contains policies that cannot be renewed (properties located in communities that have been suspended for instance, or policies that were Provisionally Rated but that have not been reformed.
+== 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 work queue shows all policies that have been issued, changed, cancelled or renewed within the last 30 day period.  This is an easy way for agents to answer queues related to a recent transaction.  Byl selecting the VIEW ALL link on the right hand side of the queue, the user is provided access to the policies recently issued or changed.
+== Additional Features ==
+* The '''Right-Hand Sidebar''' displays Bulletins and Notifications to keep agents informed of updates, new requirements, and system enhancements.
-== Saved Quotes and Apps ==
+* The '''Search Bar''' offers universal access to all system records, regardless of their status.
-{{lorem}}
-== Pending Transactions ==
-{{lorem}}
-== Pending Renewal Payment ==
-{{lorem}}
-== Expired Policies ==
-{{lorem}}
-== Non-renewals ==
-{{lorem}}
-== Newly Issued Transactions ==
-{{lorem}}
+__NOEDITSECTION__
 [[Category:Equinox]]