Pay NFIP Policy Change: Difference between revisions

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|title = 3. Follow-up
|title = 3. Follow-up
|content =  
|content =  
* Provide payment information, such as:
The type of follow-up needed will be dependent on payment method. Click the appropriate box below for more details.<br>
   * Credit card details
{{collapsible-details
   * Bank routing and account numbers
|number = 31
* Confirm the payment amount matches the premium due.
|title = Successful Electronic Payment
|content =
After the premium payment is submitted using Equinox, the policy may auto-issue. This requires no underwriting review.
{{img-proc-free
| style  = padding-top: 1em
| file    = Img-proc-pay-app-auto.png
| size    = 600px
| caption = The policy has auto-issued and nothing else is required
}}
}}
{{collapsible-details
|number = 32
|title = Call to Make Payment
|content =
After the premium payment is submitted using Equinox, the policy may require Underwriting review.
{{img-proc-free
| style   = padding-top: 1em
| file    = Img-proc-pay-app-completed-uw.png
| size    = 600px
| caption = The screen will display this message when the policy was paid but not auto-issued. It must be reviewed and issued by Underwriting.
}}
The policy can be found in the '''Pending Transactions''' queue with a "'''Pending New Business'''" flag.
{{img-proc-free
| file    = Img-proc-pay-pending-q-nb-paid.png
| size    = 600px
| caption = The policy can be found in the Pending Transactions queue after it has been paid; it needs to be reviewed by Underwriting.
}}
}}
{{collapsible-details
|number = 33
|title = Mail Payment
|content =
Use this page to download a copy of the '''Application Package''' to your device by clicking the button
{{img-proc-free
| style   = padding-top: 1em
| file    = Img-proc-pay-app-print.png
| size    = 400px
| caption = The screen will display this message when the "Print and Mail" option is chosen. The policy has not been paid.
}}
The policy can be found in the '''Pending Transactions''' queue with a "'''Pending Payment'''" flag.
{{img-proc-free
| file    = Img-proc-pay-pending-q-nb.png
| size    = 600px
| caption = The policy can be found in the Pending Transactions queue; it needs to be paid.
}}
}}
}}
}}


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Revision as of 16:10, 5 March 2025

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

This procedure explains how agents can submit premium payments for an NFIP Policy Change.

Procedural Steps

1. Submit Policy Change

Create a Policy Change for an NFIP Policy.

The top of the screen will show a "Balance Due" when premium must be collected.
Click the "Submit" button after all Policy Change details have been updated.

The top of the screen will show a "Balance Due" when premium must be collected.

The policy can be found later in the Pending Transactions queue.
A "Pending Change" and "Pending Payment" flag will be shown in the policy listing.

The "Pending Transactions" queue will show policies with "Pending Change" and "Pending Payment" flags.

2. "Make Payment" Button

The Policy Record contains a status flag showing "Pending Payment".
The Policy Record shows a "Pending Payment" flag.

Go to the Billing and Payment screen.
Click the Make a Payment button to submit premium payment.

The Billing and Payment screen shows a "Make Payment" button.

3. Follow-up

The type of follow-up needed will be dependent on payment method. Click the appropriate box below for more details.
Successful Electronic Payment
After the premium payment is submitted using Equinox, the policy may auto-issue. This requires no underwriting review.
The policy has auto-issued and nothing else is required
Call to Make Payment
After the premium payment is submitted using Equinox, the policy may require Underwriting review.
The screen will display this message when the policy was paid but not auto-issued. It must be reviewed and issued by Underwriting.

The policy can be found in the Pending Transactions queue with a "Pending New Business" flag.

The policy can be found in the Pending Transactions queue after it has been paid; it needs to be reviewed by Underwriting.
Mail Payment
Use this page to download a copy of the Application Package to your device by clicking the button
The screen will display this message when the "Print and Mail" option is chosen. The policy has not been paid.

The policy can be found in the Pending Transactions queue with a "Pending Payment" flag.

The policy can be found in the Pending Transactions queue; it needs to be paid.

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

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