Submit NFIP Policy Transfer: Difference between revisions
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|text = This procedure explains how agents can request a transfer or rollover of an NFIP policy through the Equinox platform. A transfer allows a policyholder to move their policy to a new Write-Your-Own (WYO) carrier or NFIP Direct during the renewal process. A rollover is a specific type of transfer where the agent of record remains the same. | |text = This procedure explains how agents can request a transfer or rollover of an NFIP policy through the Equinox platform. A transfer allows a policyholder to move their policy to a new Write-Your-Own (WYO) carrier or NFIP Direct during the renewal process. A rollover is a specific type of transfer where the agent of record remains the same. | ||
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== Procedural Steps == | == Procedural Steps == | ||
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Revision as of 08:19, 19 December 2024
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This Equinox Procedure is for Agents. Find a complete list here. |
This procedure explains how agents can request a transfer or rollover of an NFIP policy through the Equinox platform. A transfer allows a policyholder to move their policy to a new Write-Your-Own (WYO) carrier or NFIP Direct during the renewal process. A rollover is a specific type of transfer where the agent of record remains the same.
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Procedural Steps
1. Download the Transfer/Rollover Request Form
* Log in to the Equinox platform and navigate to the "Resources" or "Forms" section.
- Download the Transfer/Rollover Request Form.
2. Complete the Request Form
* Fill out the form with the following details:
* Policyholder information (name, address, policy number) * Current and new WYO carrier details * Renewal effective date
- Ensure the policyholder’s signature is included.
3. Attach Supporting Documentation
* Collect any required documentation, such as:
* Proof of premium payment for the renewal * Authorization from the policyholder to transfer the policy
- Upload the form and supporting documents to the Equinox platform.
4. Submit the Transfer/Rollover Request
* Navigate to the "Policy Actions" menu and select "Submit Transfer/Rollover."
- Attach the uploaded documentation and confirm that all information is accurate.
5. Confirm Submission
* Review the submission confirmation to ensure the request has been processed.
- Notify the policyholder of the successful submission.
Additional Details
- NFIP Guidelines Reference: Guidance on transfer and rollover processes, including required documentation and timelines.
- Equinox Quick Guide: Instructions for submitting transfer/rollover requests in the platform.
- FAQs for Agents: Common questions about transfers and rollovers (e.g., "What happens if the transfer request is submitted after the renewal date?").
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