Submit NFIP Policy Transfer

This Equinox Procedure is for Agents. Find a complete list here.

This procedure explains how agents can request a transfer or rollover of an NFIP policy. A transfer allows a policyholder to move their policy to a new Write-Your-Own (WYO) carrier or NFIP Direct during the renewal process. A rollover is a specific type of transfer where the agent of record remains the same.

Procedural Steps

1. Download the Transfer/Rollover Request Form

* Log in to the Equinox platform and navigate to the "Resources" or "Forms" section.

Download the Transfer/Rollover Request Form.

2. Complete the Request Form

* Fill out the form with the following details:

 * Policyholder information (name, address, policy number)
 * Current and new WYO carrier details
 * Renewal effective date

Ensure the policyholder’s signature is included.

3. Attach Supporting Documentation

* Collect any required documentation, such as:

 * Proof of premium payment for the renewal
 * Authorization from the policyholder to transfer the policy

Upload the form and supporting documents to the Equinox platform.

4. Submit the Transfer/Rollover Request

* Navigate to the "Policy Actions" menu and select "Submit Transfer/Rollover."

Attach the uploaded documentation and confirm that all information is accurate.

5. Confirm Submission

* Review the submission confirmation to ensure the request has been processed.

Notify the policyholder of the successful submission.

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