Agency Workspace

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.

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.