Policy Actions: Difference between revisions

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The Policy Actions widget on the Policy Record page provides a list of tasks agents can perform to manage policies. Each action simplifies the maintenance of accurate and up-to-date policy records.
The Policy Actions menu on the '''[[Policy Record]]''' page provides a list of tasks agents can perform to manage policies. Each action outlines the available self-service features for insurance agents.


==== 1. Policy Changes ====
{{img-proc-nofrm
| file = File:Img-eq-policy-actions-agt.png
| width =
}}
== Policy Changes ==
<big>Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.</big><br>
{{Box task
|image  = Img-policy-actions-changes-list.png
|size    = 250px
|caption = Quickly navigate to specific policy sections to submit changes.
|text    =  
'''Quick Steps''':
* Access the '''Policy Record'''.
* Find the '''Policy Actions''' menu.
* Click the '''Policy Changes''' option.
* Choose from the buttons in the list
An agent can also manually navigate to each section to make the changes directly.


'''Description''': Submit changes to a policy, such as coverage adjustments or insured details.
See '''[[NFIP Policy Changes]]''' for more specific information about how to make changes to federally-back flood insurance.
'''Key Steps''':
}}
*# Access the Policy Record.
== Mail Documents ==
*# Select the '''Edit Policy''' option.
{{Box task
*# Enter the desired changes and review for accuracy.
|image  = Img-policy-actions-mail-docs.png
*# Submit the changes for auto-issuance (Green Path) or underwriter review (Yellow Path).
|size    = 300px
|caption = Send policy-related documents to policyholders, lenders, or third parties.
|text    = <big>Send policy-related documents to policyholders, lenders, or third parties.</big><br>
'''Quick Steps''':
* Access the '''Policy Record'''.
* Find the '''Policy Actions''' menu.
* Click the '''Mail Documents''' option.
* Use the built-in mailing tool to complete the action.
}}
== Report Claim ==
{{Box task
|image  = Img-proc-fnol-01.png
|size    = 300px
|caption = Initiate a claim on behalf of a policyholder.
|text    = <big>Initiate a claim on behalf of a policyholder.</big><br>
'''Quick Steps''':  
* Access the Policy Record.
* Find the '''Policy Actions''' menu.
* Click the '''Report Claim''' option.
Find more detailed instructions at the '''[[Report Claim]]''' page.
}}
== Cancel Policy ==
{{Box task
|image  = Img-proc-cxl-01.png
|size    = 300px
|caption = Cancel an active policy; NFIP policies require additional documentation.
|text    = <big>Cancel an active policy; NFIP policies require additional documentation.</big><br>
'''Quick Steps''':
* Access the '''Policy Record'''.
* Find the '''Policy Actions''' menu.
* Click the '''Cancel Policy''' option.
Find more detailed instructions at the '''[[Submit NFIP Cancellation Request]]''' page.
}}
== Change Effective Date ==
{{Box task
|image  = Img-policy-actions-change-eff-date.png
|size    = 300px
|caption = Request a quick update to a policy's [[Effective Dates]].
|text    = <big>Request a quick update to a policy's [[Effective Dates]]; NFIP policies must be rewritten.</big><br>
'''Quick Steps''':
* Access the '''Policy Record'''.
* Find the '''Policy Actions''' menu.
* Click the '''Cancel Policy''' option.
Find more detailed instructions at the '''[[NFIP Corrections]]''' page.
}}
== Send Create Account Email ==
{{Box task
|image  = Img-policy-actions-send-email.png
|size    = 300px
|caption = Assist policyholders in setting up their Consumer Portal accounts.
|text    = <big>Assist policyholders in setting up their '''Consumer Portal''' accounts.</big><br>
'''Quick Steps''':
* Access the '''Policy Record'''.
* Find the '''Policy Actions''' menu.
* Click the '''Send Create Account Email''' option.
Find more detailed instructions at the '''[[Consumer Portal]]''' page.
}}


==== 2. Mark as Pending Documentation ====
'''Description''': Mark a policy for additional documentation when key details are missing.
'''Key Steps''':
*# Open the policy.
*# Navigate to the Documents tab.
*# Flag the policy as '''Pending Documentation''' and note required items.
==== 3. Mail Documents ====
'''Description''': Send policy-related documents to policyholders, agents, or third parties.
'''Key Steps''':
*# Go to the Documents section of the Policy Record.
*# Select the documents to send.
*# Use the built-in mailing tool to complete the action.
==== 4. Report Claim ====
'''Description''': Initiate a claim on behalf of a policyholder.
'''Key Steps''':
*# Access the Claims tab of the Policy Record.
*# Select '''Report Claim''' and fill in required details.
*# Submit the claim for processing and follow up as needed.
==== 5. Mark as Non-Renewal ====
'''Description''': Indicate that a policy will not be renewed at the end of its term.
'''Key Steps''':
*# Access the Policy Record.
*# Select '''Mark as Non-Renewal''' and specify the reason.
*# Confirm and notify the policyholder.
==== 6. Cancel Policy ====
'''Description''': Cancel an active policy due to non-payment, request, or other reasons.
'''Key Steps''':
*# Open the Policy Record.
*# Navigate to '''Cancel Policy''' and complete the required details.
*# Submit for review or finalization.
==== 7. Send Create Account Email ====
'''Description''': Assist policyholders in setting up their Consumer Portal accounts.
'''Key Steps''':
*# Go to the policyholder’s contact details.
*# Select '''Send Create Account Email'''.
*# Ensure the policyholder receives and completes the registration.
----
=== Additional Notes ===
'''Role-Specific Adjustments''': While agents focus on policyholder support, similar actions for underwriters may include stricter compliance checks.
'''Collaboration''': Certain actions, such as cancellations or claims, may trigger workflows requiring underwriter review.
[[Category:Equinox]]
[[Category:Equinox]]

Latest revision as of 14:36, 6 March 2025

The Policy Actions menu on the Policy Record page provides a list of tasks agents can perform to manage policies. Each action outlines the available self-service features for insurance agents.

Policy Changes

Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.

A large clock tower and other buildings line a great river.
Quickly navigate to specific policy sections to submit changes.
Quick Steps:
  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Policy Changes option.
  • Choose from the buttons in the list

An agent can also manually navigate to each section to make the changes directly.

See NFIP Policy Changes for more specific information about how to make changes to federally-back flood insurance.

Mail Documents

A large clock tower and other buildings line a great river.
Send policy-related documents to policyholders, lenders, or third parties.
Send policy-related documents to policyholders, lenders, or third parties.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Mail Documents option.
  • Use the built-in mailing tool to complete the action.

Report Claim

A large clock tower and other buildings line a great river.
Initiate a claim on behalf of a policyholder.
Initiate a claim on behalf of a policyholder.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Report Claim option.
Find more detailed instructions at the Report Claim page.

Cancel Policy

A large clock tower and other buildings line a great river.
Cancel an active policy; NFIP policies require additional documentation.
Cancel an active policy; NFIP policies require additional documentation.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Cancel Policy option.
Find more detailed instructions at the Submit NFIP Cancellation Request page.

Change Effective Date

A large clock tower and other buildings line a great river.
Request a quick update to a policy's Effective Dates.
Request a quick update to a policy's Effective Dates; NFIP policies must be rewritten.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Cancel Policy option.
Find more detailed instructions at the NFIP Corrections page.

Send Create Account Email

A large clock tower and other buildings line a great river.
Assist policyholders in setting up their Consumer Portal accounts.
Assist policyholders in setting up their Consumer Portal accounts.

Quick Steps:

  • Access the Policy Record.
  • Find the Policy Actions menu.
  • Click the Send Create Account Email option.
Find more detailed instructions at the Consumer Portal page.
Retrieved from "http://help.gulfstatesflood.com/mediawiki/index.php?title=Policy_Actions&oldid=10261"