Agency Workspace: Difference between revisions

Revision as of 16:15, 16 January 2025

This page is a rough draft and will need more work before it's finalized.

Agency Workspace Overview

The **Agency Workspace** in the Equinox platform is designed to help agents efficiently manage tasks, access policy information, and fulfill their responsibilities as the primary resource for policyholders. This workspace provides structured access to tools, notifications, and real-time updates, enabling agents to prioritize and complete tasks with ease.

Key Components of the Agency Workspace

1. Header Section

**Workspace Navigation**: A menu enabling agents to switch between platform areas.
**Bulletins and Notifications**: Displays urgent messages, updates, or announcements relevant to the agent’s book of business.
**Search Bar**: Available on all pages, allowing agents to quickly locate policies, applications, or claims by entering policy numbers, insured names, or property addresses.

2. Policies in Force and Total Premium Summary

A dashboard widget summarizing the agent’s active policies and their total premium.
Provides a quick snapshot of the agent’s book of business at a glance.

3. Action Buttons

**Claim Report**: Quick access for submitting claims.
**New Quote**: Allows agents to initiate new policy applications directly from the workspace.

4. Queues

The workspace features six distinct queues that organize tasks by category to help agents manage their workload effectively:

**Pending Applications**: Incomplete or pending policy applications.
**Policy Changes**: Requested changes awaiting completion.
**Renewals**: Policies nearing their renewal dates.
**Cancellations**: Cancellation requests requiring processing or review.
**Pending Claims**: Claims submitted by policyholders that need attention.
**Documents and Correspondence**: Incoming documents or messages requiring follow-up.

5. Bulletin Notifications

Bulletins, prominently displayed in the workspace, provide real-time updates and reminders related to critical actions or deadlines.

Navigation Tips for Agents

Use the **Search Bar** frequently to locate policies or tasks efficiently.
Monitor the **Bulletins** section daily for updates and announcements.
Check task queues regularly to address all outstanding tasks promptly.

Policy Workflow Management

The Equinox platform enhances efficiency and accuracy with a series of workspaces and dashboards tailored to user roles. These features include:

**Interactive Work Queues**: Allow agents and Underwriters/Customer Service Representatives to collaborate in real time.
**Policy Record Transparency**: Provides visibility into the application and policy life cycle, including pending and completed transactions.

Saved Quotes and Applications

The **Saved Quotes and Applications Queue** in the Agency Workspace provides access to quotes or applications not yet submitted with premium.
Agents can click **View All** to select and review records, modify details, or submit them. The **Search Bar** also allows quick access to specific records.

If an application is mailed with premium, it is removed from the queue once received. Applications submitted electronically or with premium are either:

Automatically issued based on system rules.
Routed to the **Pending Transactions Queue** for manual review.

Pending Transactions

The **Pending Transactions Queue** displays:

**Next Upcoming Due Date**: Indicates the deadline for agent-provided information.
**Oldest Submitted Transaction**: Highlights the oldest unissued submission to monitor timeliness.

Selecting **View All** takes the agent to the **Policy Record**, where detailed information about the transaction is available.

Pending Renewal Payment

The **Pending Renewal Payment Queue** lists all billed policies (including rollover transfers) awaiting payment. By selecting **View All**, agents can:

Review policies.
Accept electronic payments.
Generate renewal declarations pages immediately after payment.

Expired Policies

To assist with retention, the **Expired Policies Queue** displays expired policies within a 30-day window (expiration date + 29 days). Agents can:

Follow up with insureds to prevent coverage lapses.
Accept real-time electronic payments to renew coverage before the policy is removed from the queue.

After 30 days, the policy can no longer be renewed, requiring a new application, current rates, and applicable waiting periods.

Non-Renewals

The **Non-Renewals Queue** includes policies that cannot be renewed due to:

Community suspensions.
Unreformed provisional ratings.

Newly Issued Transactions

The **Newly Issued Transactions Queue** shows policies issued, changed, canceled, or renewed within the last 30 days. Selecting **View All** provides access to recent transactions, helping agents address queries efficiently.

Additional Features

The **Right-Hand Sidebar** displays Bulletins and Notifications to keep agents informed of updates, new requirements, and system enhancements.
The **Search Bar** offers universal access to all system records, regardless of their status.

@@ Line 1: / Line 1: @@
 {{draft}} __NOEDITSECTION__
-The Agency Workspace in the Equinox platform is designed to help agents efficiently manage their tasks, access key policy information, and navigate their responsibilities as the primary resource for policyholders. The workspace is structured to provide quick access to important tools and notifications.
+== Agency Workspace Overview ==
+The **Agency Workspace** in the Equinox platform is designed to help agents efficiently manage tasks, access policy information, and fulfill their responsibilities as the primary resource for policyholders. This workspace provides structured access to tools, notifications, and real-time updates, enabling agents to prioritize and complete tasks with ease.
-==== Key Components of the Agent Workspace ====
+== Key Components of the Agency Workspace ==
-===== 1. Header Section =====
+=== 1. Header Section ===
+* **Workspace Navigation**: A menu enabling agents to switch between platform areas.
-* '''Workspace Navigation''': A menu allowing agents to switch between different areas of the platform.
+* **Bulletins and Notifications**: Displays urgent messages, updates, or announcements relevant to the agent’s book of business.
-* '''Bulletins and Notifications''': Displays urgent messages, updates, or announcements relevant to the agent’s book of business.
+* **Search Bar**: Available on all pages, allowing agents to quickly locate policies, applications, or claims by entering policy numbers, insured names, or property addresses.
-* '''Search Bar''': Accessible from all pages, this allows agents to quickly locate policies, applications, or claims by entering policy numbers, insured names, or property addresses.
-===== 2. Policies in Force and Total Premium Summary =====
+=== 2. Policies in Force and Total Premium Summary ===
 * A dashboard widget summarizing the agent’s active policies and their total premium.
-* Provides a snapshot of the agent’s book of business at a glance.
+* Provides a quick snapshot of the agent’s book of business at a glance.
-===== 3. Action Buttons =====
+=== 3. Action Buttons ===
+* **Claim Report**: Quick access for submitting claims.
+* **New Quote**: Allows agents to initiate new policy applications directly from the workspace.
-* '''Claim Report''': A quick-access button for submitting claims.
+=== 4. Queues ===
-* '''New Quote''': Allows agents to initiate new policy applications directly from the workspace.
+The workspace features six distinct queues that organize tasks by category to help agents manage their workload effectively:
+# **Pending Applications**: Incomplete or pending policy applications.
+# **Policy Changes**: Requested changes awaiting completion.
+# **Renewals**: Policies nearing their renewal dates.
+# **Cancellations**: Cancellation requests requiring processing or review.
+# **Pending Claims**: Claims submitted by policyholders that need attention.
+# **Documents and Correspondence**: Incoming documents or messages requiring follow-up.
-===== 4. Queues =====
+=== 5. Bulletin Notifications ===
-The Agent Workspace features six distinct queues that organize tasks by category, helping agents prioritize and manage their workload effectively:
+Bulletins, prominently displayed in the workspace, provide real-time updates and reminders related to critical actions or deadlines.
-# '''Pending Applications''': Displays incomplete or pending policy applications.
+== Navigation Tips for Agents ==
-# '''Policy Changes''': Tracks requested changes awaiting completion.
+* Use the **Search Bar** frequently to locate policies or tasks efficiently.
-# '''Renewals''': Highlights policies nearing their renewal dates.
+* Monitor the **Bulletins** section daily for updates and announcements.
-# '''Cancellations''': Lists cancellation requests for processing or review.
+* Check task queues regularly to address all outstanding tasks promptly.
-# '''Pending Claims''': Includes claims submitted by policyholders that need the agent’s attention.
-# '''Documents and Correspondence''': Displays incoming documents or messages requiring follow-up.
-===== 5. Bulletin Notifications =====
-* Located prominently in the workspace, bulletins provide real-time updates and reminders related to key actions or deadlines.
-==== Navigation Tips for Agents ====
-* Utilize the search bar frequently to locate specific policies or tasks quickly.
-* Monitor the bulletin section daily to stay informed of urgent updates.
-* Check the queues regularly to ensure all tasks are addressed promptly.
-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 [[Create NFIP Application|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 their status.
-(insert image)
 == Policy Workflow Management ==
-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.
+The Equinox platform enhances efficiency and accuracy with a series of workspaces and dashboards tailored to user roles. These features include:
+* **Interactive Work Queues**: Allow agents and Underwriters/Customer Service Representatives to collaborate in real time.
-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.
+* **Policy Record Transparency**: Provides visibility into the application and policy life cycle, including pending and completed transactions.
-== Saved Quotes and Apps==
-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.
-(Alt text: describes image, what you want, this should be a short, wide screenshot of saved quotes and apps queue)
-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.
+== Saved Quotes and Applications ==
+* The **Saved Quotes and Applications Queue** in the Agency Workspace provides access to quotes or applications not yet submitted with premium.
+* Agents can click **View All** to select and review records, modify details, or submit them. The **Search Bar** also allows quick access to specific records.
-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.
+If an application is mailed with premium, it is removed from the queue once received. Applications submitted electronically or with premium are either:
+# Automatically issued based on system rules.
+# Routed to the **Pending Transactions Queue** for manual review.
 == Pending Transactions ==
-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).
+The **Pending Transactions Queue** displays:
+* **Next Upcoming Due Date**: Indicates the deadline for agent-provided information.
+* **Oldest Submitted Transaction**: Highlights the oldest unissued submission to monitor timeliness.
-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)?
+Selecting **View All** takes the agent to the **Policy Record**, where detailed information about the transaction is available.
 == Pending Renewal Payment ==
-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.
+The **Pending Renewal Payment Queue** lists all billed policies (including rollover transfers) awaiting payment. By selecting **View All**, agents can:
+* Review policies.
+* Accept electronic payments.
+* Generate renewal declarations pages immediately after payment.
 == Expired Policies ==
+To assist with retention, the **Expired Policies Queue** displays expired policies within a 30-day window (expiration date + 29 days). Agents can:
+* Follow up with insureds to prevent coverage lapses.
+* Accept real-time electronic payments to renew coverage before the policy is removed from the queue.
-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.
+After 30 days, the policy can no longer be renewed, requiring a new application, current rates, and applicable waiting periods.
 == Non-Renewals ==
+The **Non-Renewals Queue** includes policies that cannot be renewed due to:
+* Community suspensions.
+* Unreformed provisional ratings.
-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.
+== Newly Issued Transactions ==
+The **Newly Issued Transactions Queue** shows policies issued, changed, canceled, or renewed within the last 30 days. Selecting **View All** provides access to recent transactions, helping agents address queries efficiently.
-== Newly Issued Transactions ==
+== Additional Features ==
+* The **Right-Hand Sidebar** displays Bulletins and Notifications to keep agents informed of updates, new requirements, and system enhancements.
+* The **Search Bar** offers universal access to all system records, regardless of their status.
-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.
 [[Category:Equinox]]