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= Equinox Learning Hub for Agents =
<big>'''Code for Collapsible Section'''</big>
''Master Equinox with step-by-step guides, tools, and tips.''
<pre>
{{Collapsible-section
|number  = 1
|title  = Example
|content = Here's the first line of content.
...
}}
</pre>


== Start Here: Navigate Your Learning ==
{{Collapsible-section
<div class="flex-container">
|number = 1
    <div class="flex-item styled-box blue">
|title  = Example
        '''[[Getting Started|Getting Started]]'''  
|content = Here's the first line of content.
        <span class="description">Learn how to log in, set up, and navigate Equinox.</span>
    </div>
    <div class="flex-item styled-box green">
        '''[[Policy Actions|Policy Actions]]''' 
        <span class="description">Find detailed guides for issuing, renewing, or canceling policies.</span>
    </div>
    <div class="flex-item styled-box yellow">
        '''[[Resources|Resources and Tools]]'''
        <span class="description">Access downloadable forms, tools, and common Q&As.</span>
    </div>
</div>


== Quick Start Guide ==
{{Box task
<center>
|image  = Sol-img-filler.png
<div class="styled-box orange">
|size    = 200px
    '''New to Equinox?'''
|alt    = the image alt text
    ''Begin with our [[Quick Start Guide|10-minute overview]].'' 
|caption = Here is a caption
     '''[[Quick Start Guide|Start Learning Now →]]'''
|text    = some text
</div>
}}
</center>
<big>'''Code for Box Task'''</big>
<pre>
{{Box task
|image  = Sol-img-filler.png
|size    = 200px
|alt     = the image alt text
|caption = Here is a caption
|text    = some text
}}
</pre>
----


== Your Learning Path ==
<div class="styled-box grey">
    * '''Step 1: [[Getting Started|Learn Basics]]''' 
      Understand Equinox navigation and setup.
    * '''Step 2: [[Policy Actions|Perform Key Tasks]]''' 
      Master issuing, renewing, and canceling policies.
    * '''Step 3: [[Resources|Explore Advanced Features]]''' 
      Access advanced guides and tools for expert users.
</div>


== Need Help? ==
{{Box task eq
<div class="styled-box yellow">
|image  = Img-eq-proc-transfer-01.png
    ''Search for guides or topics:''
|size    = 400px
     '''[[Search]]'''
|alt    = An image of the Waiting Period Type showing "Transfer".
    '''[[FAQ|Check FAQs]]''' | '''[[Contact Support|Contact Support]]'''
|caption = The Waiting Period Type should show "Transfer".
</div>
|section = General Information
|field  = Waiting Period Type
|entry  = Transfer
|info    = In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".
}}
<big>'''Code for Box Task EQ'''</big>
<pre>
{{Box task eq
|image  = Img-eq-proc-transfer-01.png
|size    = 400px
|alt     = An image of the Waiting Period Type showing "Transfer".
|caption = The Waiting Period Type should show "Transfer".
|section = General Information
|field  = Waiting Period Type
|entry  = Transfer
|info    = In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".
}}
</pre>
----
 
 
{{Box task review
|file = [[File:Img-nfip-declarations-01.png|200px]]  
|info =
The following details must match '''exactly''' on the prior declarations page or renewal bill.
* All policyholder's names
* Property Address
* Prior Policy Number
* Prior Company Name
* Prior Company NAIC Code
* Policy Expiration Date to New Policy Effective Date
 
{{attention|The NFIP coverage limits must be checked for '''coverage increase amounts higher than Option B''' if the premium was received less than 30 Days prior to Expiration.}}
}}
<big>'''Code for Box Task Review (plus Attention)'''</big>
<pre>
{{Box task review
|file = [[File:Img-nfip-declarations-01.png|200px]]  
|info =
The following details must match '''exactly''' on the prior declarations page or renewal bill.
* All policyholder's names
* Property Address
* Prior Policy Number
* Prior Company Name
* Prior Company NAIC Code
* Policy Expiration Date to New Policy Effective Date
 
{{attention|The NFIP coverage limits must be checked for '''coverage increase amounts higher than Option B''' if the premium was received less than 30 Days prior to Expiration.}}
}}
</pre>
----
 
 
{{spoiler
|num = A31
|click  = They can keep the same policy when they transfer to your agency.
|info    =
{{wrong|This is incorrect if the agent only writes for Widgets United.}} <br>
 
Text
 
}}
 
<big>'''Code for Spoiler'''</big>
<pre>
{{spoiler
|num = A31
|click  = They can keep the same policy when they transfer to your agency.
|info    =
{{wrong|This is incorrect if the agent only writes for Widgets United.}} <br>
 
Text
 
}}
</pre>
<!-- end of the collapsible -->
}}

Latest revision as of 13:38, 3 March 2025

Code for Collapsible Section

{{Collapsible-section
|number  = 1
|title   = Example
|content = Here's the first line of content.
...
}}

Example

Here's the first line of content.
the image alt text
Here is a caption
some text

Code for Box Task

{{Box task
|image   = Sol-img-filler.png
|size    = 200px
|alt     = the image alt text
|caption = Here is a caption
|text    = some text
}}


An image of the Waiting Period Type showing "Transfer".
Section Field Entry
General Information Waiting Period Type Transfer

In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".

Code for Box Task EQ

{{Box task eq
|image   = Img-eq-proc-transfer-01.png
|size    = 400px
|alt     = An image of the Waiting Period Type showing "Transfer".
|caption = The Waiting Period Type should show "Transfer".
|section = General Information
|field   = Waiting Period Type
|entry   = Transfer
|info    = In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".
}}


The following details must match exactly on the prior declarations page or renewal bill.
  • All policyholder's names
  • Property Address
  • Prior Policy Number
  • Prior Company Name
  • Prior Company NAIC Code
  • Policy Expiration Date to New Policy Effective Date
The NFIP coverage limits must be checked for coverage increase amounts higher than Option B if the premium was received less than 30 Days prior to Expiration.

Code for Box Task Review (plus Attention)

{{Box task review
|file = [[File:Img-nfip-declarations-01.png|200px]] 
|info =
The following details must match '''exactly''' on the prior declarations page or renewal bill.
* All policyholder's names
* Property Address
* Prior Policy Number
* Prior Company Name
* Prior Company NAIC Code
* Policy Expiration Date to New Policy Effective Date

{{attention|The NFIP coverage limits must be checked for '''coverage increase amounts higher than Option B''' if the premium was received less than 30 Days prior to Expiration.}}
}}


They can keep the same policy when they transfer to your agency.
This is incorrect if the agent only writes for Widgets United.
Text

Code for Spoiler

{{spoiler
|num = A31
|click   = They can keep the same policy when they transfer to your agency.
|info    = 
{{wrong|This is incorrect if the agent only writes for Widgets United.}} <br>

Text

}}