Agency Workspace

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The Agency Workspace provides quick access to core navigation tools, ensuring agents can efficiently manage their tasks and locate essential resources within Equinox.

The Agency Workspace can be found in Equinox on the left sidebar. It is tailored to meet the needs of agents, providing tools and features designed for policy management and customer support.

While agents focus on tasks like policy creation, updates, and assisting policyholders, other user roles have workspaces that align with their distinct responsibilities.

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:

1. Pending Applications: Incomplete or pending policy applications.
2. Policy Changes: Requested changes awaiting completion.
3. Renewals: Policies nearing their renewal dates.
4. Cancellations: Cancellation requests requiring processing or review.
5. Pending Claims: Claims submitted by policyholders that need attention.
6. 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.

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:

1. Automatically issued based on system rules.
2. 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.