Policy Documents: Difference between revisions

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Equinox '''Policy Documents''' are an integral part of the [[Policy Record]] and include both agent-uploaded documents and those generated programmatically by the Equinox system. They are essential for ensuring policy accuracy, transparency, and compliance.
Equinox '''Policy Documents''' are an integral part of the [[Policy Record]] and include both agent-uploaded documents and those generated programmatically by the Equinox system. They are essential for ensuring policy accuracy, transparency, and compliance.


# '''Agent-Uploaded Documents'''
'''Agent-Uploaded Documents'''
#* Supporting materials provided by agents, such as signed applications, proof of prior coverage, or inspection reports.
* Supporting materials provided by agents, such as signed applications, proof of prior coverage, or inspection reports.
#* These documents are manually uploaded through the Agent Portal and linked to the respective policy.
* These documents are manually uploaded through the Agent Portal and linked to the respective policy.
# '''System-Generated Documents'''
'''System-Generated Documents'''
#* Documents automatically created by Equinox systems during the policy lifecycle. Examples include:
* Documents automatically created by Equinox systems during the policy lifecycle. Examples include:
#** Declarations pages
** Declarations pages
#** Policy contracts
** Policy contracts
#** Billing statements
** Billing statements
#** Endorsement notices
** Endorsement notices
#* These documents reflect real-time updates and changes to the policy.
* These documents reflect real-time updates and changes to the policy.


=== How Documents Are Organized ===
=== How Documents Are Organized ===


# '''Document Categories'''
'''Document Categories'''
#* Uploaded and system-generated documents are categorized for easy navigation:
* Uploaded and system-generated documents are categorized for easy navigation:
#** '''Application Documents''': Includes forms, questionnaires, and supporting evidence.
** '''Application Documents''': Includes forms, questionnaires, and supporting evidence.
#** '''Policy Changes''': Contains endorsements, corrections, and coverage adjustments.
** '''Policy Changes''': Contains endorsements, corrections, and coverage adjustments.
#** '''Billing Records''': Tracks invoices, payment receipts, and billing notices.
** '''Billing Records''': Tracks invoices, payment receipts, and billing notices.
#** '''Renewal Documents''': Includes renewal offers and revised declarations.
** '''Renewal Documents''': Includes renewal offers and revised declarations.
# '''Access Levels'''
'''Access Levels'''
#* Documents are accessible to authorized users based on their role:
* Documents are accessible to authorized users based on their role:
#** '''Agents''': Full access to all uploaded and system-generated documents.
** '''Agents''': Full access to all uploaded and system-generated documents.
#** '''Policyholders''': Limited access via the Customer Portal to view key documents such as declarations and billing statements.
** '''Policyholders''': Limited access via the Customer Portal to view key documents such as declarations and billing statements.


=== Accessing and Managing Policy Documents ===
=== Accessing and Managing Policy Documents ===


# '''Uploading Documents'''
'''Uploading Documents'''
#* Agents can upload documents directly to a policy through the Agent Portal:
* Agents can upload documents directly to a policy through the Agent Portal:
#** Navigate to the specific policy.
** Navigate to the specific policy.
#** Select "Upload Document" and specify the category and description.
** Select "Upload Document" and specify the category and description.
#* Supported file formats include PDF, JPEG, and PNG.
* Supported file formats include PDF, JPEG, and PNG.
# '''Viewing Documents'''
'''Viewing Documents'''
#* Both agents and policyholders can view documents via their respective portals:
* Both agents and policyholders can view documents via their respective portals:
#** '''Agent Portal''': Offers full access to the document archive.
** '''Agent Portal''': Offers full access to the document archive.
#** '''Customer Portal''': Provides policyholders with access to key documents.
** '''Customer Portal''': Provides policyholders with access to key documents.
# '''Editing Document Metadata'''
'''Editing Document Metadata'''
#* Agents can update metadata (e.g., document type, description) for uploaded files to ensure proper classification.
* Agents can update metadata (e.g., document type, description) for uploaded files to ensure proper classification.
# '''Requesting System-Generated Documents'''
'''Requesting System-Generated Documents'''
#* If a document is missing or needs to be regenerated (e.g., an updated declarations page), agents can use the "Request Document" feature in the portal.
* If a document is missing or needs to be regenerated (e.g., an updated declarations page), agents can use the "Request Document" feature in the portal.
[[Category:Equinox]]
[[Category:Equinox]]

Revision as of 15:41, 16 January 2025

Equinox Policy Documents are an integral part of the Policy Record and include both agent-uploaded documents and those generated programmatically by the Equinox system. They are essential for ensuring policy accuracy, transparency, and compliance.

Agent-Uploaded Documents

  • Supporting materials provided by agents, such as signed applications, proof of prior coverage, or inspection reports.
  • These documents are manually uploaded through the Agent Portal and linked to the respective policy.

System-Generated Documents

  • Documents automatically created by Equinox systems during the policy lifecycle. Examples include:
    • Declarations pages
    • Policy contracts
    • Billing statements
    • Endorsement notices
  • These documents reflect real-time updates and changes to the policy.

How Documents Are Organized

Document Categories

  • Uploaded and system-generated documents are categorized for easy navigation:
    • Application Documents: Includes forms, questionnaires, and supporting evidence.
    • Policy Changes: Contains endorsements, corrections, and coverage adjustments.
    • Billing Records: Tracks invoices, payment receipts, and billing notices.
    • Renewal Documents: Includes renewal offers and revised declarations.

Access Levels

  • Documents are accessible to authorized users based on their role:
    • Agents: Full access to all uploaded and system-generated documents.
    • Policyholders: Limited access via the Customer Portal to view key documents such as declarations and billing statements.

Accessing and Managing Policy Documents

Uploading Documents

  • Agents can upload documents directly to a policy through the Agent Portal:
    • Navigate to the specific policy.
    • Select "Upload Document" and specify the category and description.
  • Supported file formats include PDF, JPEG, and PNG.

Viewing Documents

  • Both agents and policyholders can view documents via their respective portals:
    • Agent Portal: Offers full access to the document archive.
    • Customer Portal: Provides policyholders with access to key documents.

Editing Document Metadata

  • Agents can update metadata (e.g., document type, description) for uploaded files to ensure proper classification.

Requesting System-Generated Documents

  • If a document is missing or needs to be regenerated (e.g., an updated declarations page), agents can use the "Request Document" feature in the portal.
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