Agency Workspace: Difference between revisions
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'''Agents/Producers logging on the Equinox Platform will be taken to the Agency Workspace.''' | |||
On the Agency Workspace, and based on user authority, the system allows visibility into the PIF and Written Premium for the Agency. Agents have quick access to Report a Claim or to Request a New Quote. | |||
Additionally, the right hand side of the Agency Workspace includes Bulletins and Notifications from the Company to keep the Agents/Producers apprised of any new or changing requirements or features. | |||
The SEARCH feature at the top of the page provides the user quick access to all records on the system regardless of there status. | |||
'''Policy Workflow Management on the Equinox Platform''' | |||
The Equinox Platform was designed to promote efficiency and accuracy. To that end a series of “Workspaces” or “Dashboards” have been implemented to enable flexibility and visibility based on the credentials of the user. | |||
Work queues on the Workspaces are interactive between the Agent and the CSR/Underwriter. These queues provide real time updates to application and policy records and pending and processed work volumes based on different user roles. | |||
On the AGENCY WORKSPACE, the SAVED QUOTES AND APPS Queue provides easy access to quotes or applications that have not been received by the company with the required premium. The Agent can click on the VIEW ALL option and select the record they wish to review, modify or submit. They may also use the Search option at the top of the page. | |||
If the application is mailed with premium, the application will be removed from the SAVED QUOTES AND APPS queue when it is received by the company. | |||
Applications that are received electronically or through the mail, along with the required premium, will either be automatically issued by the system based on integrated rules or will be routed into the PENDING TRANSACTIONS queue on the Agents Dashboard. | |||
On the Agency Dashboard, the PENDING TRANSACTIONS queue shows the NEXT UPCOMING DUE DATE (indicating there is information required from the agent by that date) and the oldest submitted transaction, indicating the oldest submitted but not issued transaction (this keeps you informed on the timeliness of your submitted transactions). | |||
As with each of the queues, selecting VIEW ALL will allow the user to quickly locate Policy Record where all of the information related to the individual policy is presented. (present a link to the Policy Record so we can define the fields and screens)? | |||
The next queue on the AGENCY WORKSPACE is the PENDING RENEWAL PAYMENT QUEUE. By selecting VIEW ALL, all policies (including rollover transfer policies) that have been billed but not paid can be accessed and payment can be made electronically resulting in generation of the renewal declarations page immediately. | |||
To assist with retention and to help your insureds avoid losing glidepath rates or continuous coverage discounts, the AGENCY WORKSPACE includes an EXPIRED POLICIES queue. Just like the PENDING RENEWAL PAYMENT queue, the EXPIRED POLICIES queue shows the number of expired policies for the agency. Accessing the View All and selecting the Policy that you wish to work on allows the agent to follow-up with the insured and to accept electronic payment in real-time. At the point that policy is expired for 30 days (expiration date + 29 days) the policy is removed from the queue as the policy can no longer be renewed. A new application using current rates and the applicable waiting period is required along with the premium before coverage will go into effect. | |||
The NON-RENEWALS queue contains policies that cannot be renewed (properties located in communities that have been suspended for instance, or policies that were Provisionally Rated but that have not been reformed. | |||
The NEWLY ISSUED TRANSACTIONS work queue shows all policies that have been issued, changed, cancelled or renewed within the last 30 day period. This is an easy way for agents to answer queues related to a recent transaction. Byl selecting the VIEW ALL link on the right hand side of the queue, the user is provided access to the policies recently issued or changed. | |||
== Saved Quotes and Apps == | == Saved Quotes and Apps == | ||
Revision as of 13:49, 4 December 2024
 |
This page is a placeholder. More information will be added soon. |
Agents/Producers logging on the Equinox Platform will be taken to the Agency Workspace.
On the Agency Workspace, and based on user authority, the system allows visibility into the PIF and Written Premium for the Agency. Agents have quick access to Report a Claim or to Request a New Quote.
Additionally, the right hand side of the Agency Workspace includes Bulletins and Notifications from the Company to keep the Agents/Producers apprised of any new or changing requirements or features.
The SEARCH feature at the top of the page provides the user quick access to all records on the system regardless of there status.
Policy Workflow Management on the Equinox Platform
The Equinox Platform was designed to promote efficiency and accuracy. To that end a series of “Workspaces” or “Dashboards” have been implemented to enable flexibility and visibility based on the credentials of the user.
Work queues on the Workspaces are interactive between the Agent and the CSR/Underwriter. These queues provide real time updates to application and policy records and pending and processed work volumes based on different user roles.
On the AGENCY WORKSPACE, the SAVED QUOTES AND APPS Queue provides easy access to quotes or applications that have not been received by the company with the required premium. The Agent can click on the VIEW ALL option and select the record they wish to review, modify or submit. They may also use the Search option at the top of the page.
If the application is mailed with premium, the application will be removed from the SAVED QUOTES AND APPS queue when it is received by the company.
Applications that are received electronically or through the mail, along with the required premium, will either be automatically issued by the system based on integrated rules or will be routed into the PENDING TRANSACTIONS queue on the Agents Dashboard.
On the Agency Dashboard, the PENDING TRANSACTIONS queue shows the NEXT UPCOMING DUE DATE (indicating there is information required from the agent by that date) and the oldest submitted transaction, indicating the oldest submitted but not issued transaction (this keeps you informed on the timeliness of your submitted transactions).
As with each of the queues, selecting VIEW ALL will allow the user to quickly locate Policy Record where all of the information related to the individual policy is presented. (present a link to the Policy Record so we can define the fields and screens)?
The next queue on the AGENCY WORKSPACE is the PENDING RENEWAL PAYMENT QUEUE. By selecting VIEW ALL, all policies (including rollover transfer policies) that have been billed but not paid can be accessed and payment can be made electronically resulting in generation of the renewal declarations page immediately.
To assist with retention and to help your insureds avoid losing glidepath rates or continuous coverage discounts, the AGENCY WORKSPACE includes an EXPIRED POLICIES queue. Just like the PENDING RENEWAL PAYMENT queue, the EXPIRED POLICIES queue shows the number of expired policies for the agency. Accessing the View All and selecting the Policy that you wish to work on allows the agent to follow-up with the insured and to accept electronic payment in real-time. At the point that policy is expired for 30 days (expiration date + 29 days) the policy is removed from the queue as the policy can no longer be renewed. A new application using current rates and the applicable waiting period is required along with the premium before coverage will go into effect.
The NON-RENEWALS queue contains policies that cannot be renewed (properties located in communities that have been suspended for instance, or policies that were Provisionally Rated but that have not been reformed.
The NEWLY ISSUED TRANSACTIONS work queue shows all policies that have been issued, changed, cancelled or renewed within the last 30 day period. This is an easy way for agents to answer queues related to a recent transaction. Byl selecting the VIEW ALL link on the right hand side of the queue, the user is provided access to the policies recently issued or changed.
Saved Quotes and Apps
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Pending Transactions
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Pending Renewal Payment
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Expired Policies
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Non-renewals
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Newly Issued Transactions
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.