Submit Change to Agent of Record

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

This procedure explains how agents can request a change to the Agent of Record (AOR) on an NFIP policy through the Equinox platform. A change in the AOR assigns a new agent to the policy while maintaining all other policy details intact.
The process requires a signed request from the policyholder.

Procedural Steps

1. Prepare the AOR Change Form

Obtain an Agent of Record Change Form; an Acord Form 36 is commonly used.

Fill out the form with the following details:

Policy number
New agent information
Policyholder details

2. Obtain Policyholder Signature

Have at least one policyholder sign the AOR Form.

3. Submit the AOR Change Request

In Equinox, open the "Change Requests" menu and select "Change Agent of Record." Enter the new agent’s information as provided in the authorization form.

4. Attach Supporting Documentation

Upload the signed policyholder authorization form and any other required documentation. Confirm that all uploaded files are properly labeled and linked to the policy record.

5. Review and Submit

Review the details entered for accuracy and completeness. Submit the AOR change request for processing.

Additional Details

NFIP Guidelines Reference: Guidance on AOR changes, including required documentation and timelines.
Equinox Quick Guide: Instructions for navigating the "Change Requests" menu and submitting AOR changes.
FAQs for Agents: Common questions about AOR changes (e.g., "What happens if the policyholder authorization form is incomplete?").

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