Equinox

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.
• View coverage details, billing history, and claims activity.
• Track pending policy actions and renewal deadlines.
• Confirm underwriting approvals and policy status 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.

Find more details at Equinox User Roles.