Submit Policy Assignment

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

This procedure explains how agents can request a policy assignment through the Equinox platform. A policy assignment transfers an NFIP policy from the current policyholder to a new policyholder due to a change in ownership. The process ensures continuity of coverage while updating the named insured.

Procedural Steps

1. Policy Assignment Form

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

Download the Policy Assignment Form.

2. Check Out the Policy

* Fill out the form with the following details:

 * Current policyholder information (name, address, policy number)
 * New policyholder information (name and contact details)
 * Transfer effective date

Ensure signatures from both the current and new policyholders are included.

3. Navigate to Policyholder

* Collect and upload required documentation, such as:

 * Proof of ownership transfer (e.g., deed or sales agreement)
 * Authorization from both parties for the policy transfer

Verify that all uploaded files are properly labeled and linked to the policy record.

4. Make Changes

* Navigate to the "Policy Actions" menu and select "Submit Policy Assignment."

Attach the completed form and supporting documents, ensuring all information is accurate.

5. Review and Submit

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

Notify the new policyholder and the agent of record about the successful assignment.

This page may need to be edited based on suggestions or concerns. Read more in the Discussion page.

This page contains details about NFIP Policy Changes.
Find more NFIP information in the How To Endorse section of the Flood Insurance Manual.