Policy Record: Difference between revisions
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Is there a better name for this? | Is there a better name for this? | ||
Revision as of 10:45, 5 December 2024
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This page is a rough draft and will need more work before it's finalized. |
Selecting a policy record within any of the queues provides the full record of transactions related to a policy, including prior terms and versions. The record shows the current term and the current version when it is first issued.
Page Layout
| 1. Workspaces |  |
| 2. Search Bar | |
| 3. Policy Header | |
| 4. Policy Term | |
| 5. Page Tabs | |
| 6. Status Flags | |
| 7. Errors/Warnings | |
| 8. Policy Details | |
| 9. Policy Actions | |
| 10. Activity Log & Documents |
1. Workspaces Sidebar
Should this link to the Workspaces page?
2. Search Bar
Does it need to be described?
3. Policy Header
Is there a better name for this?
4. Policy Term/Version
This section shows the current policy term and version. The drop down for the term shows all prior terms. The drop down for the version will provide all policy actions during that term.
To view information about a term or a version within a term, the Agent or the Underwriter/Customer Service Representative can click on the drop down arrow and all prior terms will show. Selecting a term and a version within a term will provide the policy detail record exactly as it appeared at the time of that transaction.
5. Policy Tabs
Policy Record Tab
Type more here
Billing and Payment Tab
Type more here
Claims Tab
Type more here
6. Status Flags
Type more here
7. Errors and Warnings
Type more here
8. Policy Details
Type more here
9. Policy Actions
Type more here
10. Activity Log & Documents
Activity Log
Agents also have the ability to see the ACTIVITY LOG (whether system generated or an action taken by the agent or underwriter/customer service) for an individual policy on the POLICY RECORD. The activity log contains all of the transactional information from the time the application is created through the life of the policy term.
Documents
Clicking on the DOCUMENTS header will enable you to view every document that has been generated by Equinox or uploaded to the policy.
Additionally by clicking on the plus sign at the bottom of the DOCUMENTS feature, additional documents may be uploaded to the policy.