Document attached includes information on the following topics: The document has links that bring them to those places within the document.
Table of Contents
ACCOUNT LEVEL
• INACTIVATING OR REACTIVATING AN ACCOUNT
• CHANGING A CLIENT FROM A PROSPECT TO INSURED
• CHANGE ADDRESS IN ACCOUNT DETAIL AND PULL IT THROUGHOUT EPIC
• ADD A RELATIONSHIP BETWEEN CLIENTS OR PROSPECTS
CONTACT LEVEL
• CHANGE A CONTACT TO A PRIMARY CONTACT
• MANAGING CONTACTS
• IMPORT/EXPORT CONTACTS
EXPORTING CONTACT
IMPORTING CONTACTS
POLICY LEVEL
• CHANGING A POLICY FROM PROSPECTIVE TO CONTRACTED
• DELETING A POLICY (IN PROCESS ONLY)
• DELETE SERVICE SUMMARY ROW (IN PROCESS ONLY)
• CHANGE SERVICE SUMMARY ROW DESCRIPTION
• CHANGE EFFECTIVE/EXPIRATION DATE OF A POLICY OR SERVICE SUMMARY ROW
• COPY AP SECTION OF ACORD APPLICATION
• COPY POLICY SECTION OF ACORD APPLICATION
• IMPORT/EXPORT RISKS
DRIVERS
EXPORTING DRIVERS
IMPORTING DRIVERS
LOCATIONS
EXPORTING LOCATIONS
IMPORTING LOCATIONS
NAMED INSUREDS
EXPORTING NAMED INSUREDS
IMPORTING NAMED INSUREDS
SCHEDULED EQUIPMENT
EXPORTING SCHEDULED EQUIPMENT
IMPORTING SCHEDULED EQUIPMENT
VEHICLES
EXPORTING VEHICLES
IMPORTING VEHICLES
REVIEW, PRINT, SAVE OR EMAIL COMPLETED ACORD FORM
REVIEW, PRINT OR SAVE AN ACORD FORM
EMAIL AN ACORD FORM
OBTAIN BLANK ACORD FORM
PROOFS
• IMPORT/EXPORT HOLDERS (EVIDENCE & CERTIFICATE)
EVIDENCE – EXPORT ADDITIONAL INTEREST
EVIDENCE – IMPORT ADDITIONAL INTEREST
CERTIFICATE – EXPORT HOLDERS
CERTIFICATE – IMPORT HOLDERS
• ADD ATTACHMENTS TO CERTIFICATE
• REPLACE ATTACHMENTS ON RENEWAL
ATTACHMENTS
ATTACHMENTS
• DELETE AN ATTACHMENT
• HOW TO ADD AN ATTACHMENT TO EPIC
DRAG & DROP METHOD
CLICK THE PLUS SIGN IN ATTACHMENTS METHOD
• CHANGE ATTACHMENT DESCRIPTION
• MULTI ASSOCIATE OR REASSOCIATE AN ATTACHMENT
ACTIVITIES
• CLOSE AND RE-OPEN ACTIVITIES
• HOW TO MAKE NOTES ON AN ACTIVITY
• EMAILING OUT OF EPIC
BASIC EMAILING
EMAILING USING DISTRIBUTION MANAGER
CONFIGURATION & SETTINGS
• SETUP EMAIL TO WORK WITH EMAIL HYPERLINKS
• SETUP EMAIL TO WORK WITH DISTRIBUTION MANAGER
• ENABLE EPIC PLUG IN WITHIN OUTLOOK
• COLUMN SETTINGS
• FIELD DEFAULTS
• STICKY NOTES