Submit Policy Assignment: Difference between revisions
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|title = 1. | |title = 1. Policy Assignment Form | ||
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* Log in to the Equinox platform and navigate to the "Resources" or "Forms" section. | * Log in to the Equinox platform and navigate to the "Resources" or "Forms" section. | ||
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|title = 2. | |title = 2. Check Out the Policy | ||
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* Fill out the form with the following details: | * Fill out the form with the following details: | ||
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|title = 3. | |title = 3. Navigate to Policyholder | ||
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* Collect and upload required documentation, such as: | * Collect and upload required documentation, such as: | ||
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|title = 4. | |title = 4. Make Changes | ||
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* Navigate to the "Policy Actions" menu and select "Submit Policy Assignment." | * Navigate to the "Policy Actions" menu and select "Submit Policy Assignment." | ||
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|title = 5. | |title = 5. Review and Submit | ||
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* Review the submission confirmation to ensure the request has been processed. | * Review the submission confirmation to ensure the request has been processed. | ||
* Notify the new policyholder and the agent of record about the successful assignment. | * Notify the new policyholder and the agent of record about the successful assignment. | ||
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Revision as of 09:42, 20 December 2024
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This Equinox Procedure is for Agents. Find a complete list here. |
This procedure explains how agents can request a policy assignment through the Equinox platform. A policy assignment transfers an NFIP policy from the current policyholder to a new policyholder due to a change in ownership. The process ensures continuity of coverage while updating the named insured.
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Procedural Steps
1. Policy Assignment Form
* Log in to the Equinox platform and navigate to the "Resources" or "Forms" section.
- Download the Policy Assignment Form.
2. Check Out the Policy
* Fill out the form with the following details:
* Current policyholder information (name, address, policy number) * New policyholder information (name and contact details) * Transfer effective date
- Ensure signatures from both the current and new policyholders are included.
* Collect and upload required documentation, such as:
* Proof of ownership transfer (e.g., deed or sales agreement) * Authorization from both parties for the policy transfer
- Verify that all uploaded files are properly labeled and linked to the policy record.
4. Make Changes
* Navigate to the "Policy Actions" menu and select "Submit Policy Assignment."
- Attach the completed form and supporting documents, ensuring all information is accurate.
5. Review and Submit
* Review the submission confirmation to ensure the request has been processed.
- Notify the new policyholder and the agent of record about the successful assignment.
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This page may need to be edited based on suggestions or concerns. Read more in the Discussion page. |
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This page contains details about NFIP Policy Changes. |