Equinox: Difference between revisions
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== Workspaces Built for Agents == | == Workspaces Built for Agents == | ||
The ''' | The '''[[Agency Workspace]]''' in Equinox provides a central dashboard where agents can: | ||
* '''View and manage [[Policy Record|active policies]].''' | |||
* '''View and manage active policies.''' | |||
* '''Receive important bulletins and alerts.''' | * '''Receive important bulletins and alerts.''' | ||
* '''Track pending policy actions and renewal deadlines.''' | * '''Track pending policy actions and renewal deadlines.''' | ||
* '''Submit | * '''Submit coverage changes and other policy updates.''' | ||
== Underwriters & Claims Support == | == Underwriters & Claims Support == | ||
While agents handle most transactions, certain policy actions require underwriter review. | While agents handle most transactions, certain policy actions require underwriter review. | ||
* Processing '''cancellations''' and '''endorsements requiring additional review'''. | * Processing '''cancellations''' and '''endorsements requiring additional review'''. | ||
* Evaluating '''policyholder documentation''' for underwriting approval. | * Evaluating '''policyholder documentation''' for underwriting approval. | ||
Claims examiners support policyholders by reviewing '''claims reports''', assigning adjusters, and verifying policy details before settlement. | Claims examiners support policyholders by reviewing '''claims reports''', assigning adjusters, and verifying policy details before settlement. | ||
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== Navigating Policy Records == | == Navigating Policy Records == | ||
Each policy has a '''[[Policy Record]]''' where agents can: | Each policy has a '''[[Policy Record]]''' where agents can: | ||
* '''View coverage details, billing history, and claims activity.''' | * '''View coverage details, billing history, and claims activity.''' | ||
* '''Upload supporting documents''' when submitting changes. | * '''Upload supporting documents''' when submitting changes. | ||
Revision as of 15:46, 6 March 2025
Equinox is a cloud-based policy management platform designed to help insurance agents efficiently issue policies, process changes, and assist policyholders. With all policy lifecycle tasks integrated into one system, Equinox provides a seamless experience for managing quotes, underwriting, renewals, and claims—all in real-time.
What Can Agents Do in Equinox?
Equinox simplifies policy management with intuitive tools that help agents:
- Generate and submit quotes and applications online.
- Make policy changes (mortgagee updates, insured names, coverage limits, etc.).
- Manage renewals and cancellations with clear guidelines.
- Access and distribute policy documents instantly.
- Process premium payments (electronic payments, mortgage company checks, and more).
- Track claims activity when policyholders report a loss.
Agents are the primary point of contact for policyholders. With Equinox, they can quickly navigate policy records, retrieve documents, and ensure smooth transactions.
Workspaces Built for Agents
The Agency Workspace in Equinox provides a central dashboard where agents can:
- View and manage active policies.
- Receive important bulletins and alerts.
- Track pending policy actions and renewal deadlines.
- Submit coverage changes and other policy updates.
Underwriters & Claims Support
While agents handle most transactions, certain policy actions require underwriter review.
- Processing cancellations and endorsements requiring additional review.
- Evaluating policyholder documentation for underwriting approval.
Claims examiners support policyholders by reviewing claims reports, assigning adjusters, and verifying policy details before settlement.
Each policy has a Policy Record where agents can:
- View coverage details, billing history, and claims activity.
- Upload supporting documents when submitting changes.
- Confirm underwriting approvals and policy status updates.