Policy Documents

Equinox Policy Documents are an integral part of the Policy Record and include both uploaded documents and those generated programmatically by the Equinox system.

Uploaded Documents

Policy Documents menu

• NFIP required documents provided by agents, such as elevation certificates or warranty deeds.
• Supporting documents added by underwriting, like property cards.
• Documents created by policyholders through the Consumer Portal.

System-Generated Documents

Documents are automatically created by Equinox systems during the policy lifecycle. Examples include:

• Declarations pages
• Policy contracts
• Billing statements
• Endorsement notices

These documents reflect real-time updates and changes to the policy.
System-generated documents are typically mailed the following work day.

How to Upload

To upload a document to a policy in Equinox, follow these steps:

Step 1: Access the Policy Record

1. Navigate to the Search Bar in the Equinox interface.
2. Enter the policy number, insured name, or property address to locate the desired policy.
3. Click on the policy from the search results to open the Policy Record.

Step 2: Open the Documents Section

1. Scroll to the Activity Log & Documents section of the Policy Record.
2. Locate the Documents header and click to expand it.
3. Review the existing documents to ensure the new document does not already exist.

Step 3: Start the Upload

Click the Plus Sign (+) to select the upload menu

Click the Plus Sign (+) at the bottom of the Documents section to select the upload menu.

The Upload Document menu

The Upload Document menu should be completed from the top down.

Step 4: Select the Document

Click Select and choose the file to upload

When you click "Select" a dialog box will appear, prompting you to select the document from your files.

Choose the File Type from the dropdown

Choose the appropriate Document Type from the dropdown menu. Examples include:

• Cancellation Request
• Change Form
• Elevation Certificate
• Primary Residence Statement
• Prior Carrier Declarations Page

Enter a customized File Name

The document file name will be the default File Name; however, it can be customized for easier search and organization.

Once all details are complete, click the Upload button to add the document to the Policy Record.

• A confirmation message should show the document was successfully added.

Step 5: Find the Upload

The file can be found in the Documents list after it is uploaded

Check the updated list in the Documents section to confirm the file appears with the File Name and date stamp.

{{{1}}}

Click the eye icon to view the file in your browser

Click the eye icon to view the file in your browser

Important Details

• Only authorized users can upload or modify documents within Equinox.
• Uploaded files are immediately logged in the Activity Log for transparency.