Policy Actions
The Policy Actions menu on the Policy Record page provides a list of tasks agents can perform to manage policies. Each action outlines the available self-service features for insurance agents.
Policy Changes
Quickly navigate to specific policy sections to submit changes, such as lender clauses, coverage adjustments, or insured details.
Key Steps:
- Access the Policy Record.
- Find the Policy Actions menu.
- Click the Policy Changes option.
- Choose from the buttons in the list
An agent can also manually navigate to each section to make the changes directly.
See NFIP Policy Changes for more specific information about how to make changes to federally-back flood insurance.
Mail Documents
Send policy-related documents to policyholders, agents, or third parties.
Key Steps:
- Go to the Documents section of the Policy Record.
- Select the documents to send.
- Use the built-in mailing tool to complete the action.
Report Claim
Initiate a claim on behalf of a policyholder.
Key Steps:
- Access the Claims tab of the Policy Record.
- Select Report Claim and fill in required details.
- Submit the claim for processing and follow up as needed.
Find more detailed instructions at the Report Claim page.
Cancel Policy
Cancel an active policy due to non-payment, request, or other reasons.
Key Steps:
- Open the Policy Record.
- Navigate to Cancel Policy and complete the required details.
- Submit for review or finalization.
Change Effective Date
Feedback Needed: This needs to be added.
Send Create Account Email
Assist policyholders in setting up their Consumer Portal accounts.
Key Steps:
- Go to the policyholder’s contact details.
- Select Send Create Account Email.
- Ensure the policyholder receives and completes the registration.