Submit Change to NFIP Billing Instructions: Difference between revisions

Revision as of 09:06, 19 December 2024

This Equinox Procedure is for Agents. Find a complete list here.

NFIP Renewal Bills can be sent to the insured or other interested parties, such as a named mortgagee. This procedure will show how to update where the renewal bill will be sent.

Step 1: Find the Policy

* Log in to the Equinox platform and locate the policy requiring a billing update.

Open the policy record and review the current billing information.

Step 2: Click "Check Out"

* Check out the policy record to make changes.

Ensure no other changes are being processed concurrently to avoid conflicts.

Step 3: Find Billing Information

* Navigate to the "Billing" section within the policy record.

Review the current billing recipient and associated details.

Step 4: Update Billing Information

* Enter the updated billing recipient details, such as:

 * New name or address for the insured
 * Addition or update of a mortgagee or other interested party

Verify that the changes align with the policyholder’s instructions.

Step 5: Complete the Update

* Save the updated billing information and confirm the changes in the system.

Notify the policyholder or other parties of the update, if necessary.

Additional Details

NFIP Guidelines Reference: Guidance on billing information updates, including timelines and documentation requirements.
Equinox Quick Guide: Instructions for updating billing information in the platform.
FAQs for Agents: Common questions about billing updates (e.g., "What happens if the billing recipient’s information is incomplete?").

This page may need to be edited based on suggestions or concerns. Read more in the Discussion page.

This page contains details about NFIP Policy Changes.
Find more NFIP information in the How To Endorse section of the Flood Insurance Manual.

@@ Line 11: / Line 11: @@
 |title = Step 1: Find the Policy
 |content =
-Text of the information (edit this).<br>
+* Log in to the Equinox platform and locate the policy requiring a billing update.
+* Open the policy record and review the current billing information.
 }}
 {{collapsible-section
@@ Line 18: / Line 18: @@
 |title = Step 2: Click "Check Out"
 |content =
-Text of the information (edit this).<br>
+* Check out the policy record to make changes.
+* Ensure no other changes are being processed concurrently to avoid conflicts.
 }}
 {{collapsible-section
@@ Line 25: / Line 25: @@
 |title = Step 3: Find Billing Information
 |content =
-Text of the information (edit this).<br>
+* Navigate to the "Billing" section within the policy record.
+* Review the current billing recipient and associated details.
 }}
 {{collapsible-section
@@ Line 32: / Line 32: @@
 |title = Step 4: Update Billing Information
 |content =
-Text of the information (edit this).<br>
+* Enter the updated billing recipient details, such as:
+  * New name or address for the insured
+  * Addition or update of a mortgagee or other interested party
+* Verify that the changes align with the policyholder’s instructions.
 }}
 {{collapsible-section
@@ Line 39: / Line 41: @@
 |title = Step 5: Complete the Update
 |content =
-Text of the information (edit this).<br>
+* Save the updated billing information and confirm the changes in the system.
+* Notify the policyholder or other parties of the update, if necessary.
 }}
+== Additional Details ==
+* '''NFIP Guidelines Reference''': Guidance on billing information updates, including timelines and documentation requirements.
+* '''Equinox Quick Guide''': Instructions for updating billing information in the platform.
+* '''FAQs for Agents''': Common questions about billing updates (e.g., "What happens if the billing recipient’s information is incomplete?").
-{{draft}}
+{{needsedit}}
+{{line-nfip-endorse}}